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AcasăPodcastBusiness Breakdowns
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Business Breakdowns | Podcast

Business Breakdowns is a series of conversations with investors and operators diving deep into a single business. For each business, we explore its history, its business model, its competitive advantages, and what makes it tick.

Gaming Consoles Part 3: Nintendo – [Business Breakdowns, EP.203]
byColossus | Investing & Business Podcasts
Gaming Consoles Part 3: Nintendo – [Business Breakdowns, EP.203]
17/01/2025
Colossus | Investing & Business Podcasts
Gaming Consoles Part 2: Sony – [Business Breakdowns, EP.202]
15/01/2025
Colossus | Investing & Business Podcasts
Gaming Consoles Part 1: The Thesis – [Business Breakdowns, EP.201]
15/01/2025
Colossus | Investing & Business Podcasts
Arm: The Silicon Blueprint – [Business Breakdowns, EP.200]
08/01/2025
Colossus | Investing & Business Podcasts
Kering: It’s Gucci – [Business Breakdowns, EP.199]
01/01/2025
Colossus | Investing & Business Podcasts
2024 Anecdotes to Remember – [Business Breakdowns, EP.198]
27/12/2024
Colossus | Investing & Business Podcasts
FilterBuy: Fresh Air – [Business Breakdowns, EP.197]
23/12/2024
Colossus | Investing & Business Podcasts
Inditex: Fast Fashion – [Business Breakdowns, EP.196]
18/12/2024
Colossus | Investing & Business Podcasts
Alternative Lending in Real Estate – [Business Breakdowns, EP.195]
11/12/2024
Colossus | Investing & Business Podcasts
SpaceX: Rocket Ship – [Business Breakdowns, EP.194]
04/12/2024
Colossus | Investing & Business Podcasts
Investing in Venture Secondaries – [Business Breakdowns, EP.193]
27/11/2024
Colossus | Investing & Business Podcasts
Informa: Where Industries Meet – [Business Breakdowns, EP.192]
20/11/2024
Colossus | Investing & Business Podcasts
Fastenal: A Nuts & Bolts Success Story – [Business Breakdowns, EP.191]
13/11/2024
Colossus | Investing & Business Podcasts
Demographics Driving Real Estate – [Business Breakdowns, EP.190]
06/11/2024
Colossus | Investing & Business Podcasts
Merck & Co: Blockbuster Drugs – [Business Breakdowns, EP.189]
30/10/2024
Colossus | Investing & Business Podcasts
American Tower: Signals and Stability – [Business Breakdowns, EP.188]
25/10/2024
Colossus | Investing & Business Podcasts
AIG: Rise, Fall, and Rebirth – [Business Breakdowns, EP.187]
16/10/2024
Colossus | Investing & Business Podcasts
Gregorys Coffee: From Bean to Dream – [Business Breakdowns, EP.186]
09/10/2024
Colossus | Investing & Business Podcasts
Going Activist in Japan – [Business Breakdowns, EP.185]
02/10/2024
Colossus | Investing & Business Podcasts
RTW: Investing across Healthcare – [Business Breakdowns, EP.184]
27/09/2024
Colossus | Investing & Business Podcasts
Sherwin-Williams: Brushstrokes of Success – [Business Breakdowns, EP.183]
18/09/2024
Colossus | Investing & Business Podcasts
Rakuten: Rewiring Japan’s Digital Economy – [Business Breakdowns, EP.182]
11/09/2024
Colossus | Investing & Business Podcasts
Renishaw: The Precision Pioneers – [Business Breakdowns, EP.181]
04/09/2024
Colossus | Investing & Business Podcasts
3i Group: Capital in Action – [Business Breakdowns, EP.180]
28/08/2024
Colossus | Investing & Business Podcasts
5 Handpicked Highlights – [Business Breakdowns, EP.179]
21/08/2024
Colossus | Investing & Business Podcasts
Graco: Mastering The Flow – [Business Breakdowns, EP.178]
14/08/2024
Colossus | Investing & Business Podcasts
Siemens Energy: Winds of Change – [Business Breakdowns, EP.177]
07/08/2024
Colossus | Investing & Business Podcasts
Olympic Games: The Price of Glory – [Business Breakdowns, EP.176]
31/07/2024
Colossus | Investing & Business Podcasts
Axon: Stunning The Competition – [Business Breakdowns, EP.175]
24/07/2024
Colossus | Investing & Business Podcasts
Rolls-Royce: Turbines and Tribulations – [Business Breakdowns, EP.174]
17/07/2024
Colossus | Investing & Business Podcasts
Cintas: Rags to Riches – [Business Breakdowns, EP.173]
10/07/2024
Colossus | Investing & Business Podcasts
Mineral Resources: Unearthing Value – [Business Breakdowns, EP.172]
03/07/2024
Colossus | Investing & Business Podcasts
Motorola Solutions: From Zero to Hero – [Business Breakdowns, EP.171]
26/06/2024
Colossus | Investing & Business Podcasts
The Marina Industry: Building Moats, Storing Boats – [Business Breakdowns, EP.170]
19/06/2024
Colossus | Investing & Business Podcasts
Coupang: Korean E-Commerce Craze – [Business Breakdowns, EP.169]
12/06/2024
Colossus | Investing & Business Podcasts
Lifco: Dentistry, Demolition, and Decentralization – [Business Breakdowns, EP.168]
05/06/2024
Colossus | Investing & Business Podcasts
CHIPS Act: Securing Semiconductor Supply – [Business Breakdowns, EP.167]
31/05/2024
Colossus | Investing & Business Podcasts
InterDigital: Setting Wireless Standards – [Business Breakdowns, EP.166]
29/05/2024
Colossus | Investing & Business Podcasts
Bajaj Finance: Strategies of a Lending Giant – [Business Breakdowns, EP.165]
22/05/2024
Colossus | Investing & Business Podcasts
The Evolution of Private Credit: Part 2 – [Business Breakdowns, EP.164]
15/05/2024
Colossus | Investing & Business Podcasts
The Evolution of Private Credit – [Business Breakdowns, EP.163]
15/05/2024
Colossus | Investing & Business Podcasts
British American Tobacco: Clearing the Air – [Business Breakdowns, EP.162]
08/05/2024
Colossus | Investing & Business Podcasts
AMETEK: Industrial Excellence – [Business Breakdowns, EP.161]
01/05/2024
Colossus | Investing & Business Podcasts
Gartner: Compound Insights – [Business Breakdowns, EP.160]
24/04/2024
Colossus | Investing & Business Podcasts
Winmark: Resale at Scale – [Business Breakdowns, EP.159]
17/04/2024
Colossus | Investing & Business Podcasts
Embraer: Defying Gravity – [Business Breakdowns, EP.158]
10/04/2024
Colossus | Investing & Business Podcasts
Boeing (REPLAY): Turbulent Times – [Business Breakdowns]
08/04/2024
Colossus | Investing & Business Podcasts
Duolingo: Free Speech – [Business Breakdowns, EP.157]
03/04/2024
Colossus | Investing & Business Podcasts
Mitsubishi Corporation: A Japanese Trading Company – [Business Breakdowns, EP.156]
27/03/2024
Colossus | Investing & Business Podcasts
Intuitive Surgical: Robotic Precision – [Business Breakdowns, EP.155]
20/03/2024
Colossus | Investing & Business Podcasts
D.R. Horton: Building a New Model – [Business Breakdowns, EP.154]
13/03/2024
Colossus | Investing & Business Podcasts
FTX: Inside the Restructuring – [Business Breakdowns, EP.153]
11/03/2024
Colossus | Investing & Business Podcasts
CNX Resources: Hit the Gas – [Business Breakdowns, EP.152]
06/03/2024
Colossus | Investing & Business Podcasts
Vulcan Materials: Rock On – [Business Breakdowns, EP.151]  
28/02/2024
Colossus | Investing & Business Podcasts
HEICO: Parts for Planes – [Business Breakdowns, EP.150]
21/02/2024
Colossus | Investing & Business Podcasts
Intel: Cyclical Recovery or Secular Demise? – [Business Breakdowns, EP.149]
14/02/2024
Colossus | Investing & Business Podcasts
Arthur J. Gallagher: Insurance Broking – [Business Breakdowns, EP.148]
07/02/2024
Colossus | Investing & Business Podcasts
Samsung: Semiconductors over Smartphones – [Business Breakdowns, EP.147]
31/01/2024
Colossus | Investing & Business Podcasts
Patek Philippe: Watch Perfection – [Business Breakdowns, EP.146]
24/01/2024
Colossus | Investing & Business Podcasts
Rolex: Timeless Excellence – [Business Breakdowns, Forever Episode]
22/01/2024
Colossus | Investing & Business Podcasts
Visma: Mission Critical European Software – [Business Breakdowns, EP.145]
17/01/2024
Colossus | Investing & Business Podcasts
Trane Technologies: Hot and Cold – [Business Breakdowns, EP.144]
10/01/2024
Colossus | Investing & Business Podcasts
Live Oak: The Small Business Bank – [Business Breakdowns, EP.143]
03/01/2024
Colossus | Investing & Business Podcasts
Moody’s: Aaa Business Model – [Business Breakdowns, EP.142]
27/12/2023
Colossus | Investing & Business Podcasts
Pernod Ricard: Luxury Liquor – [Business Breakdowns, EP.141]
20/12/2023
Colossus | Investing & Business Podcasts
Ferrari: Magic from Maranello – [Business Breakdowns, EP.140]
13/12/2023
Colossus | Investing & Business Podcasts
Charter Communications: Cable Cash Flows – [Business Breakdowns, EP. 139]
06/12/2023
Colossus | Investing & Business Podcasts
Vistra Corp: Full Stack Energy Provider – [Business Breakdowns, EP.138]
29/11/2023
Colossus | Investing & Business Podcasts
Entegris: Solutions for Semiconductors – [Business Breakdowns, EP.137]
22/11/2023
Colossus | Investing & Business Podcasts
The Coca-Cola Company – [Business Breakdowns, EP.136]
15/11/2023
Colossus | Investing & Business Podcasts
FedEx: Anytime, Anywhere – [Business Breakdowns, EP.135]
08/11/2023
Colossus | Investing & Business Podcasts
Databricks: Data Based Decisions – [Business Breakdowns, EP.134]
01/11/2023
Colossus | Investing & Business Podcasts
Match Group: The Business Behind Tinder – [Business Breakdowns, EP.133]
25/10/2023
Colossus | Investing & Business Podcasts
Olin: Chemistry and Cash Flows – [Business Breakdowns, EP.132]
18/10/2023
Colossus | Investing & Business Podcasts
WEX: Fleet Cards – [Business Breakdowns, EP.131]
13/10/2023
Colossus | Investing & Business Podcasts
Equifax: Your Score & More – [Business Breakdowns, EP.130]
04/10/2023
Colossus | Investing & Business Podcasts
Boeing: Turbulent Times – [Business Breakdowns, EP.129]
27/09/2023
Colossus | Investing & Business Podcasts
Kingspan: Influential Irish Insulation – [Business Breakdowns, EP.128]
13/09/2023
Colossus | Investing & Business Podcasts
Padel: Causing a Racket – [Business Breakdowns, EP.127]
06/09/2023
Colossus | Investing & Business Podcasts
The Business of Football – [Business Breakdowns, EP.126]
30/08/2023
Colossus | Investing & Business Podcasts
Casey’s General Stores: Fueling Convenience – [Business Breakdowns, EP.125]
23/08/2023
Colossus | Investing & Business Podcasts
Take-Two Interactive: GTA and NBA 2K – [Business Breakdowns, EP.124]
16/08/2023
Colossus | Investing & Business Podcasts
Nubank: David vs Goliaths – [Business Breakdowns, EP.123]
09/08/2023
Colossus | Investing & Business Podcasts
Argenx: Changing Lives with Llamas – [Business Breakdowns, EP.122]
02/08/2023
Colossus | Investing & Business Podcasts
Copart: The Car Undertaker – [Business Breakdowns, EP.121]
26/07/2023
Colossus | Investing & Business Podcasts
Lululemon Athletica: The Athleisure Leader – [Business Breakdowns, EP.120]
19/07/2023
Colossus | Investing & Business Podcasts
Toast: The Restaurant Operating System – [Business Breakdowns, EP.119]
12/07/2023
Colossus | Investing & Business Podcasts
Applied Materials: Sanding Atoms – [Business Breakdowns, EP.118]
05/07/2023
Colossus | Investing & Business Podcasts
ASML: Competing with Moore’s Law – [Business Breakdowns, EP.117]
28/06/2023
Colossus | Investing & Business Podcasts
Roku: One Stop Streaming Shop – [Business Breakdowns, EP.116]
21/06/2023
Colossus | Investing & Business Podcasts
Mobile Gaming: A Freemium Economy – [Business Breakdowns, EP.115]
14/06/2023
Colossus | Investing & Business Podcasts
First Citizens Bank: The Bank Buyers – [Business Breakdowns, EP.114]
07/06/2023
Colossus | Investing & Business Podcasts
PayPal: A Digital Money Marketplace – [Business Breakdowns, EP.113]
31/05/2023
Colossus | Investing & Business Podcasts
Restoration Hardware: Climbing the Luxury Mountain – [Business Breakdowns, EP.112]
24/05/2023
Colossus | Investing & Business Podcasts
FICO: A High Score Business – [Business Breakdowns, EP.111]
17/05/2023
Colossus | Investing & Business Podcasts
FC Bayern Munich: The Best Run Club in Football – [Business Breakdowns, EP. 110]
10/05/2023
Colossus | Investing & Business Podcasts
MTN Group: Connecting Africa – [Business Breakdowns, EP.109]
03/05/2023
Colossus | Investing & Business Podcasts
Roper Technologies: Industrial Titan to Software Giant – [Business Breakdowns, EP. 108]
26/04/2023
Colossus | Investing & Business Podcasts
Dolby Laboratories: The Sound Standard – [Business Breakdowns, EP. 107]
19/04/2023
Colossus | Investing & Business Podcasts
Electronic Arts: FIFA, The Sims, Madden and More – [Business Breakdowns, EP. 106]
12/04/2023
Colossus | Investing & Business Podcasts
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