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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.
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Ratings & Reviews
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4.8 stars from 473 ratings
Delightful show
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“The work that goes into the show really shines through can’t wait for the next one”
Hatingskype via Apple Podcasts ·
United States of America ·
04/18/24
One of the best
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“Very good info to get an upstart”
TheConstructiveReview via Apple Podcasts ·
Hong Kong ·
04/04/24
Great podcast!!
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“I manage all my own investments and a few of your episodes have given me the conviction to make big bets which are paying off and step away from a couple investments I wanted to make and then you rescued me. Keep it up! Which I could put my portfolio in a suggestion box and have you do each stock!”
txPSU via Apple Podcasts ·
United States of America ·
03/28/24
Recent Episodes
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...
Published 05/01/24
Published 05/01/24
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...
Published 04/24/24
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