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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Winmark: Resale at Scale - [Business Breakdowns, EP.159]
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2024-04-17
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Embraer: Defying Gravity - [Business Breakdowns, EP.158]
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2024-04-10
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Boeing (REPLAY): Turbulent Times - [Business Breakdowns]
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2024-04-08
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Duolingo: Free Speech - [Business Breakdowns, EP.157]
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2024-04-03
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Mitsubishi Corporation: A Japanese Trading Company - [Business Breakdowns, EP.156]
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2024-03-27
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Intuitive Surgical: Robotic Precision - [Business Breakdowns, EP.155]
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2024-03-20
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D.R. Horton: Building a New Model - [Business Breakdowns, EP.154]
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2024-03-13
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FTX: Inside the Restructuring - [Business Breakdowns, EP.153]
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2024-03-11
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CNX Resources: Hit the Gas - [Business Breakdowns, EP.152]
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2024-03-06
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Vulcan Materials: Rock On - [Business Breakdowns, EP.151]
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2024-02-28
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HEICO: Parts for Planes - [Business Breakdowns, EP.150]
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2024-02-21
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Intel: Cyclical Recovery or Secular Demise? - [Business Breakdowns, EP.149]
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2024-02-14
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Arthur J. Gallagher: Insurance Broking - [Business Breakdowns, EP.148]
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2024-02-07
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Samsung: Semiconductors over Smartphones - [Business Breakdowns, EP.147]
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2024-01-31
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Patek Philippe: Watch Perfection - [Business Breakdowns, EP.146]
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2024-01-24
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Rolex: Timeless Excellence - [Business Breakdowns, Forever Episode]
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2024-01-22
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Visma: Mission Critical European Software - [Business Breakdowns, EP.145]
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2024-01-17
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Trane Technologies: Hot and Cold - [Business Breakdowns, EP.144]
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2024-01-10
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Live Oak: The Small Business Bank - [Business Breakdowns, EP.143]
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2024-01-03
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Moody’s: Aaa Business Model - [Business Breakdowns, EP.142]
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2023-12-27
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