x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Business Breakdowns

Colossus | Investing & Business Podcasts

Learn how companies work from the people who know them best. Each episode dissects a single business - from its origins and model to its financials and competitive edge. Join hosts Matt Reustle and Zack Fuss as they uncover the lessons behind every success story. Learn more at www.joincolossus.com.

business investing

All Episodes

42:53

Graco: Mastering The Flow - [Business Breakdowns,...

Business Breakdowns ·

2024/08/14

This is Jesse Pujji. Today, we're breaking down Graco, a leading manufacturer of fluid handling equipment and industrial products. Graco was founded in 1926 and has become a global leader in the design and manufacturing of systems and components used to move, measure, control, dispense, and spray a wide variety of fluids and powders. If you've ever used a paint sprayer, you might be familiar with Graco's products, but Graco's equipment is used for much more than just household tasks. Its fluid

en

54:14

Siemens Energy: Winds of Change - [Business...

Business Breakdowns ·

2024/08/07

I'm Zack Fuss and today we are breaking down Siemens Energy, a spinoff from industrial giant Siemens. Siemens Energy operates across the entire energy value chain, with a significant presence in both conventional and renewable power.What makes this company particularly interesting is its position at the forefront of the energy transition. Siemens is uniquely placed to bridge the gap between traditional energy sources and renewables. However, the company faces real challenges, particularly in its

en

42:26

Olympic Games: The Price of Glory - [Business...

Business Breakdowns ·

2024/07/31

Today we are diving into the economics of the Olympics. It's a timely episode with the Paris Games ongoing right now and the economic reality for host cities is extremely poor. It's estimated that Paris is going to spend $9 billion for these 2024 games and in return, they'll generate revenue somewhere in the mid-single-digit billions.Our guest is Andrew Zimbalist, author and economics Professor at Smith College. Andrew brings us behind the curtain to share more about the IOC, the bidding process

en

53:02

Axon: Stunning The Competition - [Business...

Business Breakdowns ·

2024/07/24

Today, we are breaking down Axon Enterprise. You may know Axon as the pioneer of the taser. The business has truly evolved over the years and now has expanded into body cams and other supporting tools for law enforcement and the defense industries.Our guest is Danielle Menichella, portfolio manager at Sands Capital Management. Danielle details not just how Axon expanded its product offering but also how it's shifted its business model from pure hardware to a mix of hardware and software. It's very

en

55:56

Rolls-Royce: Turbines and Tribulations - [Business...

Business Breakdowns ·

2024/07/17

Today, we are breaking down Rolls-Royce. A fair warning to those expecting to hear about luxury automobiles, that division was split from this business in the 1970s. But as we discuss the history of Rolls-Royce on this episode, you will hear how the DNA of this company still ties together from its early 1900s origins.Our guest is Graeme Forster from Orbis Investments. Graeme walks us through the core business of Rolls-Royce in the aerospace market, the evolving duopoly of the wide-body aircraft

en

46:10

Cintas: Rags to Riches - [Business Breakdowns, EP.173]

Business Breakdowns ·

2024/07/10

This is Zack Fuss. Today, we are breaking down Cintas Corporation. It is America's largest uniform rental company, and for around $1.50 per worker per day, Cintas will collect, clean, and replace uniforms for organizations in industries such as lodging, hospitality, entertainment, manufacturing, and retail.To help break down Cintas, I am joined by Delian Entchev, a portfolio manager at Aoris Investment Management. The company's origins trace back to the Great Depression, when its founder, who was a

en

51:35

Mineral Resources: Unearthing Value - [Business...

Business Breakdowns ·

2024/07/03

This is Matt Reustle. Today, we are breaking down Mineral Resources. Even if you've had some bad experiences investing in commodities, I would not skip over this one so quickly. Fraser Christie, investor at TDM Growth Partners, joined me to talk about how MinRes has taken a different approach to the historically cyclical boom-bust industry. We walk through the increasingly vertical integration of Mineral Resources' business and we get into some of the thoughtful capital allocation that has taken

en

55:06

Motorola Solutions: From Zero to Hero - [Business...

Business Breakdowns ·

2024/06/26

Today, we are breaking down Motorola Solutions. This breakdown is a fascinating story of brand versus business, as Motorola was a mainstay on Interbrands' Top 100 Brand list for most of the 2000s. I'm joined by Portfolio Manager, Joseph Shaposhnik. We discuss how Motorola achieved stealth success over the past 15 years while Apple overtook its iconic flip phone. We also cover how CEO Greg Brown worked with two, and arguably three, activist investors to focus on mission-critical communications, a

en

43:28

The Marina Industry: Building Moats, Storing Boats -...

Business Breakdowns ·

2024/06/19

This is Zack Fuss. Today, we are breaking down the U.S. Marina Industry. In the U.S. there are more than 11,000 marinas, grossing over $6 billion in sales. Today, there is a 12 to 1 ratio of registered boats versus the supply of rentable wet slips and dry storage spaces. Zoning regulations lead to limited supply growth, which has led to a sustained backdrop of strong, profitable growth for the industry. To break down the industry, I am joined by David Chesner, co-CEO of Grove Point Marinas, and

en

61:39

Coupang: Korean E-Commerce Craze - [Business...

Business Breakdowns ·

2024/06/12

Today, we are breaking down the South Korean e-commerce giant Coupang. If we ran through the taxonomy of investor interests, this Coupang conversation checks many boxes on that list. It is a founder-owned and operated business, a business that went through a massive pivot years into existence, a business that's replicating the Amazon model to success, and a business with healthy debates on the TAM & financial trajectory going forward.Our guest today is Drew Cohen from Speedwell Research. We want

en

47:47

Lifco: Dentistry, Demolition, and Decentralization -...

Business Breakdowns ·

2024/06/05

This is Zack Fuss. Today we are breaking down Lifco, a Swedish conglomerate recognized amongst a group of notable Scandinavian serial acquirers. Lifco’s business focus is to acquire and develop market-leading niche companies that run independently and are largely self-funded business units. Carl Bennet, the current chairman, is the architect behind Lifco and was the former CEO of the famed Electrolux in the 1980s.After acquiring a business out of Electrolux with a friend, Carl formed the group that

en

49:29

CHIPS Act: Securing Semiconductor Supply - [Business...

Business Breakdowns ·

2024/05/31

We have a special episode today, breaking down the CHIPS Act. We've covered the semiconductor space in depth on Business Breakdowns, but in this conversation, we go broader. We discuss the CHIPS Act, enacted by Congress in 2022, which aimed at boosting the US's semiconductor manufacturing capabilities to better compete with East Asia.America had been dependent on that foreign manufacturing which created massive shortages, having implications across some of our most important resources and defense

en

53:49

InterDigital: Setting Wireless Standards - [Business...

Business Breakdowns ·

2024/05/29

Today we are breaking down InterDigital, a really interesting business that sits completely under the radar for most investors. InterDigital has the foundational patented technology that makes mobile phone communication and device-to-device communication possible. Everything revolving around 2G, 3G, 4G, 5G, the Internet of Things, and all of these devices in the world that communicate with one another is underpinned by InterDigital technology. My guest is Jenny Wallace, co-founder and CIO of Summit

en

60:18

Bajaj Finance: Strategies of a Lending Giant -...

Business Breakdowns ·

2024/05/22

Today, we break down India's largest non-banking financial company, Bajaj Finance. Bajaj has a market cap of over $50 billion, which can largely be attributed to the significant growth over the past two decades. One of the headline numbers that immediately caught my attention from Bajaj is that the loan book compounded 40% from 2009 to 2022.To break down Bajaj I'm joined by Saurabh Mukherjea, the founder and CIO of Marcellus Investment Managers. Saurabh previously joined us for a breakdown on Titan

en

46:06

The Evolution of Private Credit: Part 2 - [Business...

Business Breakdowns ·

2024/05/15

Welcome back for part two of this business breakdown on the private credit markets. I am now joined by Josh Clarkson, managing director at Prosek Partners. Our discussion with Armen was really focused on the supply & demand dynamics of private credit, where the public markets & regulatory markets have played a role, that certainty and speed of getting deals done, and how that has proved to be an advantage for private credit versus traditional solutions. In our conversation with Josh, we transition

en

53:52

The Evolution of Private Credit - [Business...

Business Breakdowns ·

2024/05/15

Today, we have a special two-part episode on private credit. In 2023, the global private credit market topped $2.1 trillion in assets and committed capital. Rather than making blanket statements like private credit is an emerging bubble, we wanted to explore the various segments of private credit and ask simple questions like “Where is this growth coming from?”, take a closer look at supply and demand, and capture some of the nuance that is so important to any analysis of these emerging markets. To

en

46:34

British American Tobacco: Clearing the Air -...

Business Breakdowns ·

2024/05/08

Today, we are breaking down British American Tobacco. Regardless of your views on tobacco as a product, the market is one of the oldest in the world. My guest for today is Evan Tindall, co-founder and CIO of Bireme Capital, and he helps us cover how the tobacco market has evolved. We go way back in time, discussing how the product itself has evolved from smoking pipes to cigarettes to what we're seeing today - the nicotine pouch market and all the craze around it. We also cover how you evaluate a

en

54:29

AMETEK: Industrial Excellence - [Business Breakdowns,...

Business Breakdowns ·

2024/05/01

Today, we cover the industrial conglomerate AMETEK. This is one of eight companies that Mark Leonard and his team at Constellation Software studied as they built their own empire. And it's one well worthy of a discussion as you'll hear. To break down AMETEK, I'm joined by Nael Fakhry, Co-CIO of the Osterweis Capital Management Growth and Income Strategy. Nael has spent a significant amount of time around AMETEK from the early 2000s until today. Please enjoy this breakdown on AMETEK. Listen to

en

47:08

Gartner: Compound Insights - [Business Breakdowns,...

Business Breakdowns ·

2024/04/24

Today, we're covering a behemoth in the research market, Gartner. Executives are willing to pay up to $30,000 for reports and $50,000+ for full subscriptions so they can access insights and data to help them make business decisions, purchasing decisions, and pivoting decisions. Our guest is Alvise Peggion, portfolio manager at Fairlight Asset Management. He helps us cover how Gartner grew into this at-scale player, how the research and sales model has been fine-tuned over time, and where the

en

50:41

Winmark: Resale at Scale - [Business Breakdowns, EP.159]

Business Breakdowns ·

2024/04/17

This is Matt Reustle. Today, we break down Winmark, a major player in the reseller economy. You're likely familiar with some of Winmark’s brands, like Plato's Closet or Play It Again Sports. Altogether, Winmark operates five brands through a franchising model. Our guest to break down Winmark is the current CEO, Brett Heffes. During our conversation, we discuss the broader reseller economy, the dynamics of managing those brands and different franchise brands, and how Winmark thinks about growth. In

en

244 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...