Business Breakdowns
Colossus
Deep dives into the business models of great companies.
254 episodesWeekly
Recent episodes
![Apollo: Connoisseurs of Complexity - [Business Breakdowns, REPLAY]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F751ac386-23f6-11f1-a107-17c85419dc8d%2Fimage%2Fecab5b248ea686f932c2917b2f287ab8.png%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
Apollo: Connoisseurs of Complexity - [Business Breakdowns, REPLAY]
Mar 20, 20261h 15min
![Cognex: Vision Quest - [Business Breakdowns, REPLAY]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F5fc5721e-1e7f-11f1-b3ca-67828fe559b6%2Fimage%2F265624b9ce26add88af45956c2283104.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
Cognex: Vision Quest - [Business Breakdowns, REPLAY]
Mar 13, 202646 min
![ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F8e22228a-1900-11f1-9c46-c71411cc72f0%2Fimage%2F089860611643f35b87f4d7906b431e38.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY]
Mar 6, 202653 min
![Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2Fcd4e36dc-0515-11f1-83d0-db915309e405%2Fimage%2F63f96f239cd7d53c5b87978bfd6c7f0e.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]
Sam EdenFeb 11, 20261h 11min
![How Investors are using AI - [Business Breakdowns, EP.240]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2Ff879fb14-024c-11f1-9c47-7bea8da34fd0%2Fimage%2F56ffcbcc6e03475c408ac0e35a01510d.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
How Investors are using AI - [Business Breakdowns, EP.240]
David PlonFeb 5, 202650 min
![Games Workshop: The World of Warhammer - [Business Breakdowns, EP.239]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2Fab186968-fc71-11f0-a27c-53b2a94927a9%2Fimage%2Fe4a6eff6591cf2756034a99cee2046cc.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
Games Workshop: The World of Warhammer - [Business Breakdowns, EP.239]
Games WorkshopJan 30, 202641 min
![Databricks: From Data to Decisions - [Business Breakdowns, EP.238]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2Fc8cb334c-ea82-11f0-bc79-fbe847221fae%2Fimage%2Fba1dc3755031eca19702da38ec4311a0.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
Databricks: From Data to Decisions - [Business Breakdowns, EP.238]
Jan 8, 20261h 16min
![Amadeus: The IT Backbone of Travel - [Business Breakdowns, EP.237]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2Fc620c8c6-d71a-11f0-9692-afcb97dfa505%2Fimage%2F899d2faf2d0e1f2099a133061a1114be.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
Amadeus: The IT Backbone of Travel - [Business Breakdowns, EP.237]
Dec 12, 202549 min
![Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F8c0a2a5a-d167-11f0-a7b9-3f57504a8cb8%2Fimage%2F02ea26ff0b721939d29f31ed5fa60266.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236]
Dec 5, 202534 min
![GE Aerospace: Full Throttle - [Business Breakdowns, EP.235]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2Fb4e183c0-c0f9-11f0-9cb9-1fd84f161334%2Fimage%2F52fc2070fb32ee2a270fcf835e7c161a.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
GE Aerospace: Full Throttle - [Business Breakdowns, EP.235]
GE AerospaceNov 14, 20251h
![Alternative Investing: Alts For All - [Business Breakdowns, EP.234]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F539efde2-bbca-11f0-8ebf-fb11c715d852%2Fimage%2F2cc30e1699c1092f43d9c8a3db6a34e8.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
Alternative Investing: Alts For All - [Business Breakdowns, EP.234]
Alternative InvestingNov 7, 202551 min
![Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F943e2e96-b60b-11f0-9176-5bf614c23973%2Fimage%2F074f062475dc76689adfc59319a4e04d.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233]
Arthur OlsonOct 31, 20251h 1min
![CompoSecure: Heavy Metal - [Business Breakdowns, EP.232]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F6a0322c8-b087-11f0-b5ae-835d92fb36c4%2Fimage%2F9d584d132c15ae048ca7a0ec6b1f3ff7.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
CompoSecure: Heavy Metal - [Business Breakdowns, EP.232]
Parsa KiaiOct 24, 202557 min
![Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F12224090-a969-11f0-8376-17eec14dbeda%2Fimage%2F0a04e3a7a1043d5d8dc383bcb4a6cdc1.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]
Oct 15, 202555 min
![Media M&A - [Business Breakdowns, EP.230]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F8404be2a-a3c6-11f0-9d01-7b00b28a9d50%2Fimage%2F9a48597af1149c3b024e8d2f7327aa89.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
Media M&A - [Business Breakdowns, EP.230]
Blake SaundersOct 9, 202548 min
![Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F81a71ab6-9e6b-11f0-8aff-7bd806e17203%2Fimage%2F1c411f84b9b949374f0accaa0a5ff38a.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229]
Oct 1, 202548 min
![WaterBridge: Oil and Water - [Business Breakdowns, EP.228]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F0e99e7ea-98e6-11f0-8315-63bfbdfcc846%2Fimage%2Fa11bda9be8779f3e263bf32735c714a2.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
WaterBridge: Oil and Water - [Business Breakdowns, EP.228]
Sep 24, 20251h 4min
![Mercado Libre: E-commerce Empire - [Business Breakdowns, EP.227]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F706518ec-8a17-11f0-bd22-4b94da26bb37%2Fimage%2F6b4b5bc184319dc100b4d29ee8592e36.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
Mercado Libre: E-commerce Empire - [Business Breakdowns, EP.227]
Mercado LibreSep 5, 20251h 13min
![Compass: Real Estate Revolution - [Business Breakdowns, EP.226]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F380f4e08-77ee-11f0-b1f5-772560e05f2c%2Fimage%2F267bc4153bc0f62501445b52eb1aa142.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
Compass: Real Estate Revolution - [Business Breakdowns, EP.226]
Aug 13, 20251h 3min
![PE Perspective on Insurance Brokers - [Business Breakdowns, EP.225]](/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2Fd8751e9c-7337-11f0-8e53-0f3ca8a42cee%2Fimage%2F529dbe807d5b88a89dfd009deeaa4cd1.jpg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress&w=3840&q=75)
PE Perspective on Insurance Brokers - [Business Breakdowns, EP.225]
PE PerspectiveAug 7, 202559 min
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