Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.

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Title Date published
General Electric: Lessons from the Rise and Fall - [Business Breakdowns, EP. 74] 2022-09-15
AMD: How Chips Are Changing - [Business Breakdowns, EP. 73] 2022-09-07
CrowdStrike: Cyber SaaS - [Business Breakdowns, EP. 72] 2022-09-01
Atlas Copco: Sweden’s Best Kept Secret - [Business Breakdowns, EP. 71] 2022-08-24
ChargePoint: Leading the EV Charge - [Business Breakdowns, EP. 70] 2022-08-19
Union Pacific: Long Train Runnin’ - [Business Breakdowns, EP. 69] 2022-08-10
LVMH: The Wolf in Cashmere’s Conglomerate - [Business Breakdowns, EP. 68] 2022-08-03
DuPont: Two Centuries of Chemistry - [Business Breakdowns, EP. 67] 2022-07-27
Charles Schwab: The 8 Trillion Dollar Gorilla - [Business Breakdowns, EP. 66] 2022-07-20
Rolex: Timeless Excellence - [Business Breakdowns, EP. 65] 2022-07-15
Dino Polska: Serving Small-Town Poland - [Business Breakdowns, EP. 64] 2022-07-06
Berkshire Hathaway: The Incomparable Compounder - [Business Breakdowns, EP. 63] 2022-06-29
Shopify: Tokengated Commerce - [Web3 Breakdowns, EP.28] 2022-06-27
Gogo: Internet for Private Jets - [Business Breakdowns, EP. 62] 2022-06-22
Diploma: Specialized Distribution - [Business Breakdowns, EP. 61] 2022-06-15
PGA Tour: Playing Under Pressure - [Business Breakdowns, EP. 60] 2022-06-08
Anduril: Building the Future of Defense - [Business Breakdowns, EP. 59] 2022-05-25
Goldman Sachs: Fortune Favors the Old - [Business Breakdowns, EP. 58] 2022-05-19
Baytex Energy: The Business of Oil & Gas - [Business Breakdowns, EP. 57] 2022-05-04
DigitalBridge: Pioneering Digital Infrastructure - [Business Breakdowns, EP. 56] 2022-04-29
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