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.
Subscribe
| Title
|
Date published
|
|
|
|
Nubank: David vs Goliaths - [Business Breakdowns, EP.123]
|
2023-08-09
|
|
|
|
Argenx: Changing Lives with Llamas - [Business Breakdowns, EP.122]
|
2023-08-02
|
|
|
|
Copart: The Car Undertaker - [Business Breakdowns, EP.121]
|
2023-07-26
|
|
|
|
Lululemon Athletica: The Athleisure Leader - [Business Breakdowns, EP.120]
|
2023-07-19
|
|
|
|
Toast: The Restaurant Operating System - [Business Breakdowns, EP.119]
|
2023-07-12
|
|
|
|
Applied Materials: Sanding Atoms - [Business Breakdowns, EP.118]
|
2023-07-05
|
|
|
|
ASML: Competing with Moore’s Law - [Business Breakdowns, EP.117]
|
2023-06-28
|
|
|
|
Roku: One Stop Streaming Shop - [Business Breakdowns, EP.116]
|
2023-06-21
|
|
|
|
Mobile Gaming: A Freemium Economy - [Business Breakdowns, EP.115]
|
2023-06-14
|
|
|
|
First Citizens Bank: The Bank Buyers - [Business Breakdowns, EP.114]
|
2023-06-07
|
|
|
|
PayPal: A Digital Money Marketplace - [Business Breakdowns, EP.113]
|
2023-05-31
|
|
|
|
Restoration Hardware: Climbing the Luxury Mountain - [Business Breakdowns, EP.112]
|
2023-05-24
|
|
|
|
FICO: A High Score Business - [Business Breakdowns, EP.111]
|
2023-05-17
|
|
|
|
FC Bayern Munich: The Best Run Club in Football - [Business Breakdowns, EP. 110]
|
2023-05-10
|
|
|
|
MTN Group: Connecting Africa - [Business Breakdowns, EP.109]
|
2023-05-03
|
|
|
|
Roper Technologies: Industrial Titan to Software Giant - [Business Breakdowns, EP. 108]
|
2023-04-26
|
|
|
|
Dolby Laboratories: The Sound Standard - [Business Breakdowns, EP. 107]
|
2023-04-19
|
|
|
|
Electronic Arts: FIFA, The Sims, Madden and More - [Business Breakdowns, EP. 106]
|
2023-04-12
|
|
|
|
Titan: A Golden Case in Indian Retail - [Business Breakdowns, EP. 105]
|
2023-04-05
|
|
|
|
The National Basketball Association - [Business Breakdowns, EP. 104]
|
2023-03-31
|
|
|
123456789
