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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Date published
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Jim Chanos: A Short Thesis on Data Centers - [Business Breakdowns, EP. 103]
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2023-03-29
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Markel: Playing The Long Game - [Business Breakdowns, EP. 102]
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2023-03-22
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The Walt Disney Company: An Entertainment Empire - [Business Breakdowns, EP. 101]
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2023-03-15
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IPL: The World’s Fastest Growing Sports League - [Business Breakdowns, EP. 100]
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2023-03-08
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Wise: Moving Money Around the World - [Business Breakdowns, EP. 99]
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2023-03-01
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Ryanair: Low Cost Obsessed - [Business Breakdowns, EP. 98]
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2023-02-22
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Constellation Software: Principled, Profitable, Permanent - [Business Breakdowns, EP. 97]
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2023-02-16
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The Business of Sport: NFL, F1, PGA Tour - [Business Breakdowns, EP. 96]
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2023-02-08
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Qualcomm: Making Smartphones Smart - [Business Breakdowns, EP. 95]
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2023-02-01
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Orangetheory Fitness: A Franchise HIIT - [Business Breakdowns, EP. 94]
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2023-01-27
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WeChat: China’s Operating System - [Business Breakdowns, EP. 93]
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2023-01-18
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Hermès: The Luxury Icon - [Business Breakdowns, EP. 92]
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2023-01-11
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L’Oreal: Because You’re Worth It - [Business Breakdowns, EP. 91]
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2023-01-04
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Carbon Reduction: Changing Business Practices - [Business Breakdowns, EP. 90]
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2022-12-28
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Carbon Removal: A Primer - [Business Breakdowns, EP. 89]
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2022-12-21
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Shiprocket - Enabling Ecommerce in India - [Return on India, EP.03]
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2022-12-18
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DoorDash: Looking for Profitable Routes - [Business Breakdowns, EP. 88]
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2022-12-14
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Floor & Decor: Raising the Floor - [Business Breakdowns, EP. 87]
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2022-12-07
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Netflix: The Original - [Business Breakdowns, EP. 86]
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2022-11-30
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Brookfield Asset Management: Alternative Cash Flows - [Business Breakdowns, EP. 85]
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2022-11-25
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