Business Breakdowns

Business Breakdowns

Colossus | Investing & Business Podcasts

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Episode (200)

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101
Intel: Cyclical Recovery or Secular Demise?

Intel: Cyclical Recovery or Secular Demise?

Feb 14, 2024

This is Matt Reustle. Today, we are breaking down Intel. In the late 80s, a newly appointed CEO, Andy Grove, pivoted to exit memory chips and focus on logic chips. They were the leading edge chip desi...

102
Arthur J. Gallagher: Insurance Broking

Arthur J. Gallagher: Insurance Broking

Feb 07, 2024

I'm Zack Fuss. Today we're breaking down Arthur J. Gallagher, a global insurance brokerage. AJG was established in 1927 by Arthur James Gallagher and is now one of the largest insurance brokerages by ...

103
Samsung: Semiconductors over Smartphones

Samsung: Semiconductors over Smartphones

Jan 31, 2024

This is Matt Reustle. Today, we are breaking down the technology conglomerate Samsung. Only Apple, Microsoft, Google, and Amazon ranked higher than Samsung in Interbrand's latest brand value rankings,...

104
Patek Philippe: Watch Perfection

Patek Philippe: Watch Perfection

Jan 24, 2024

You never own a Patek Philippe, you merely watch over it for the next generation. I'll say it's the best marketing campaign in history, a campaign appropriate for the world's premier watchmaker and a ...

105
Rolex: Timeless Excellence

Rolex: Timeless Excellence

Jan 22, 2024

Today, we're running our Business Breakdown on Rolex. This episode of Rolex is one of our most popular breakdowns of all time, so it's always worth revisiting. But, it's also a timely revisit…Later th...

106
Visma: Mission Critical European Software

Visma: Mission Critical European Software

Jan 17, 2024

This is Zack Fuss. Today we are breaking down the largest privately-owned software business in Europe, Visma. Visma is a software company with over 15,000 employees offering accounting, payroll, and H...

107
Trane Technologies: Hot and Cold

Trane Technologies: Hot and Cold

Jan 10, 2024

This is Matt Reustle. Today we venture into the world of HVAC to break down Trane Technologies. Now, it's not often that I come across an industrial company with a $50 billion market cap that I just h...

108
Live Oak: The Small Business Bank

Live Oak: The Small Business Bank

Jan 03, 2024

This is Matt Reustle. Today we are breaking down Live Oak Bank. Our guest is Stephen Vafier, the Founder of Storri Labs Capital Partners. Live Oak is a bank that received a charter right before the fi...

109
Moody’s: Aaa Business Model

Moody’s: Aaa Business Model

Dec 27, 2023

This is Zack Fuss. Today we are breaking down Moody's Corporation. Moody's was founded by John Moody in 1909 with the idea of broadening access to credit information and codifying how people viewed cr...

110
Pernod Ricard: Luxury Liquor

Pernod Ricard: Luxury Liquor

Dec 20, 2023

This is Zack Fuss. Today, we are breaking down Pernod Ricard, a business whose history dates back to 1797. Today, the business is the second-largest global producer of wine and spirits with a portfoli...

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