Business Breakdowns
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. www.joincolossus.com
🎧 Podcast episodes
Listen to 148 episodes![Charter Communications: Cable Cash Flows - [Business Breakdowns, EP. 139]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/ad103816-93c0-11ee-9e85-076af3e49cf6/image/62a9f0.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Vistra Corp: Full Stack Energy Provider - [Business Breakdowns, EP.138]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/d747c836-8e63-11ee-8e62-3f12b31bface/image/409fc9.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Entegris: Solutions for Semiconductors - [Business Breakdowns, EP.137]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/36331804-88a7-11ee-b5c8-074d771c9077/image/52e89f.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![The Coca-Cola Company - [Business Breakdowns, EP.136]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/3092b586-8315-11ee-905d-1f0e999b4e8b/image/dd5045.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![FedEx: Anytime, Anywhere - [Business Breakdowns, EP.135]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/a58a144e-7d23-11ee-af3a-7baca7ab1cdc/image/6b1a5a.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Databricks: Data Based Decisions - [Business Breakdowns, EP.134]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/5683a7f2-7841-11ee-9576-47da076b54b7/image/5de3c4.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Match Group: The Business Behind Tinder - [Business Breakdowns, EP.133]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/36e6d90e-72b1-11ee-8d4f-e7e87c1e0213/image/890b7a.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Olin: Chemistry and Cash Flows - [Business Breakdowns, EP.132]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/394caf16-6d20-11ee-9963-e387189466c1/image/212518.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![WEX: Fleet Cards - [Business Breakdowns, EP.131]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/7e262048-677d-11ee-9cf1-bf11cb0fe9c9/image/deff62.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Equifax: Your Score & More - [Business Breakdowns, EP.130]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/e23b217a-623f-11ee-b903-6ffb120a8b03/image/e37c4f.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Boeing: Turbulent Times - [Business Breakdowns, EP.129]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/bee9ec84-589d-11ee-9067-2baa7513157c/image/80b245.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Kingspan: Influential Irish Insulation - [Business Breakdowns, EP.128]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/7b5397da-51aa-11ee-b931-0391840618eb/image/ac7e25.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Padel: Causing a Racket - [Business Breakdowns, EP.127]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/3b42e9f6-4c0b-11ee-adf8-337181d2983e/image/34e5d2.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![The Business of Football - [Business Breakdowns, EP.126]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/087a76dc-469e-11ee-91f2-cfe56dd0fec2/image/f4bec1.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Casey’s General Stores: Fueling Convenience - [Business Breakdowns, EP.125]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/7efa2642-4115-11ee-b763-032d09ad34e9/image/77b7d4.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
48
minutes
·
3 months ago
Casey’s General Stores: Fueling Convenience - [Business Breakdowns, EP.125]
![Take-Two Interactive: GTA and NBA 2K - [Business Breakdowns, EP.124]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/4a3d2a34-3b8a-11ee-98fa-9fef44281637/image/2b7fa3.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Nubank: David vs Goliaths - [Business Breakdowns, EP.123]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/d19ddba0-360c-11ee-9bbc-734811e85c6f/image/24e325.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Argenx: Changing Lives with Llamas - [Business Breakdowns, EP.122]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/94621c42-30a8-11ee-a2ca-cbf1cc63feb6/image/f9941b.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Copart: The Car Undertaker - [Business Breakdowns, EP.121]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/630de510-2b15-11ee-a39b-a7f7e7fdf655/image/2a4697.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Lululemon Athletica: The Athleisure Leader - [Business Breakdowns, EP.120]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/1c0a657e-2572-11ee-81a3-8ba17f38f462/image/09d30a.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
46
minutes
·
4 months ago
Lululemon Athletica: The Athleisure Leader - [Business Breakdowns, EP.120]
![Toast: The Restaurant Operating System - [Business Breakdowns, EP.119]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/e4b99468-2036-11ee-9f40-a360153220b0/image/fa4b21.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Applied Materials: Sanding Atoms - [Business Breakdowns, EP.118]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/624a2ef0-1a84-11ee-9dfb-87406e16a115/image/b45c62.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![ASML: Competing with Moore’s Law - [Business Breakdowns, EP.117]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/300c001a-1513-11ee-9f82-bf7f9f1f37b7/image/d5e84f.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Roku: One Stop Streaming Shop - [Business Breakdowns, EP.116]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/28ab5864-0f89-11ee-9e0f-4793bbe6e220/image/bd89e0.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Mobile Gaming: A Freemium Economy - [Business Breakdowns, EP.115]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/b0eec09e-0a11-11ee-bef8-633db938cda6/image/c5c5e8.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![First Citizens Bank: The Bank Buyers - [Business Breakdowns, EP.114]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/63a8970e-048c-11ee-9841-7f005f82a889/image/a13b11.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![PayPal: A Digital Money Marketplace - [Business Breakdowns, EP.113]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/e2e38f7c-ff07-11ed-917e-43ce43d50651/image/0f7ec8.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Restoration Hardware: Climbing the Luxury Mountain - [Business Breakdowns, EP.112]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/117070ba-f974-11ed-98eb-2358651c9d30/image/29bea1.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
62
minutes
·
6 months ago
Restoration Hardware: Climbing the Luxury Mountain - [Business Breakdowns, EP.112]
![FICO: A High Score Business - [Business Breakdowns, EP.111]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/a8aab8e6-f424-11ed-a833-6f40b5213c26/image/93ec65.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![FC Bayern Munich: The Best Run Club in Football - [Business Breakdowns, EP. 110]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/d4012090-ee73-11ed-ac37-ebe5aa1dfe20/image/412c17.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
68
minutes
·
6 months ago
FC Bayern Munich: The Best Run Club in Football - [Business Breakdowns, EP. 110]
![MTN Group - Connecting Africa - [Business Breakdowns, EP.109]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/26ae0618-e920-11ed-8f24-6395768b7979/image/a34725.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Roper Technologies: Industrial Titan to Software Giant - [Business Breakdowns, EP. 108]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/7731b8ba-e37a-11ed-a65b-9b20a1b36180/image/932984.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
47
minutes
·
7 months ago
Roper Technologies: Industrial Titan to Software Giant - [Business Breakdowns, EP. 108]
![Dolby Laboratories: The Sound Standard - [Business Breakdowns, EP. 107]](https://img2.likefm.org/100/https://megaphone.imgix.net/podcasts/e5017c4e-ddea-11ed-8fe4-87c8ba0e6a40/image/9aa503.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
![Electronic Arts: FIFA, The Sims, Madden and More - [Business Breakdowns, EP. 106]](https://img2.likefm.org/100/https://ssl-static.libsyn.com/p/assets/8/0/b/1/80b1b48354dbf29e16c3140a3186d450/EA.png)
57
minutes
·
7 months ago
Electronic Arts: FIFA, The Sims, Madden and More - [Business Breakdowns, EP. 106]
![Titan: A Golden Case in Indian Retail - [Business Breakdowns, EP. 105]](https://img2.likefm.org/100/https://ssl-static.libsyn.com/p/assets/6/8/4/7/6847ef56ed1881a788c4a68c3ddbc4f2/titan.png)
![The National Basketball Association - [Business Breakdowns, EP. 104]](https://img2.likefm.org/100/https://ssl-static.libsyn.com/p/assets/2/8/c/7/28c7f9fc2a265694d959afa2a1bf1c87/nba.png)
![Jim Chanos: A Short Thesis on Data Centers - [Business Breakdowns, EP. 103]](https://img2.likefm.org/100/https://ssl-static.libsyn.com/p/assets/4/4/f/a/44fa27267632a65ea04421dee9605cbd/ldc.png)
43
minutes
·
8 months ago
Jim Chanos: A Short Thesis on Data Centers - [Business Breakdowns, EP. 103]
![Markel: Playing The Long Game - [Business Breakdowns, EP. 102]](https://img2.likefm.org/100/https://ssl-static.libsyn.com/p/assets/8/f/4/b/8f4b9633945c6e1988c4a68c3ddbc4f2/arkel.png)
![The Walt Disney Company: An Entertainment Empire - [Business Breakdowns, EP. 101]](https://img2.likefm.org/100/https://ssl-static.libsyn.com/p/assets/0/4/4/5/0445600cde6f59ab27a2322813b393ee/disney.png)
50
minutes
·
8 months ago
The Walt Disney Company: An Entertainment Empire - [Business Breakdowns, EP. 101]
![IPL: The World’s Fastest Growing Sports League - [Business Breakdowns, EP. 100]](https://img2.likefm.org/100/https://ssl-static.libsyn.com/p/assets/3/e/f/3/3ef3bae8b3120d1dd959afa2a1bf1c87/ipl.png)
95
minutes
·
9 months ago
IPL: The World’s Fastest Growing Sports League - [Business Breakdowns, EP. 100]
![Wise: Moving Money Around the World - [Business Breakdowns, EP. 99]](https://img2.likefm.org/100/https://ssl-static.libsyn.com/p/assets/f/3/e/6/f3e6a8097dc298785f2e77a3093c12a1/wise.png)
![Ryanair: Low Cost Obsessed - [Business Breakdowns, EP. 98]](https://img2.likefm.org/100/https://ssl-static.libsyn.com/p/assets/6/6/a/3/66a3446cbc239bd440be95ea3302a6a1/ryanair.png)
![Constellation Software: Principled, Profitable, Permanent - [Business Breakdowns, EP. 97]](https://img2.likefm.org/100/https://ssl-static.libsyn.com/p/assets/a/a/a/b/aaaba031e3fd773716c3140a3186d450/cs.png)
61
minutes
·
9 months ago
Constellation Software: Principled, Profitable, Permanent - [Business Breakdowns, EP. 97]
![The Business of Sport: NFL, F1, PGA Tour - [Business Breakdowns, EP. 96]](https://img2.likefm.org/100/https://ssl-static.libsyn.com/p/assets/d/3/1/8/d3187d4d2ee0d50327a2322813b393ee/sport.png)
101
minutes
·
10 months ago
The Business of Sport: NFL, F1, PGA Tour - [Business Breakdowns, EP. 96]
![Qualcomm: Making Smartphones Smart - [Business Breakdowns, EP. 95]](https://img2.likefm.org/100/https://ssl-static.libsyn.com/p/assets/8/c/e/5/8ce567f1aa0ba7cda04421dee9605cbd/Qualcomm.png)
![Orangetheory Fitness: A Franchise HIIT - [Business Breakdowns, EP. 94]](https://img2.likefm.org/100/https://ssl-static.libsyn.com/p/assets/f/0/a/7/f0a79f52d0897c525f2e77a3093c12a1/Business-Breakdowns---Cover-Art-2vf.png)
![WeChat: China’s Operating System - [Business Breakdowns, EP. 93]](https://img2.likefm.org/100/https://ssl-static.libsyn.com/p/assets/4/9/3/7/49379063ef2cf6efe5bbc093207a2619/wechat.png)
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