Business Breakdowns

Business Breakdowns

Colossus | Investing & Business Podcasts

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Episode (200)

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111
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...

112
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...

113
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...

114
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...

115
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...

116
Ferrari: Magic from Maranello

Ferrari: Magic from Maranello

Dec 13, 2023

This is Dom Cooke. Today we are breaking down Ferrari. Ferrari was founded in 1929 as a race team by Italian driver, Enzo Ferrari, but it wasn’t until 1947 when Enzo was 50 that Ferrari sold its first...

117
Charter Communications: Cable Cash Flows

Charter Communications: Cable Cash Flows

Dec 06, 2023

This is Matt Reustle. Today we are breaking down the cable giant Charter Communications. Tony Coniaris and John Sitarz of Harris Associates join us for this deep dive on the cable market and Charter's...

118
Vistra Corp: Full Stack Energy Provider

Vistra Corp: Full Stack Energy Provider

Nov 29, 2023

This is Zack Fuss. Today we are breaking down Vistra Corp. Vistra is an integrated retail electricity and power generation company. The company, through its subsidiaries, is involved in electricity ge...

119
Entegris: Solutions for Semiconductors

Entegris: Solutions for Semiconductors

Nov 22, 2023

This is Matt Reustle. Today we are breaking down Entegris, a supplier of advanced materials and process solutions for semiconductors. Small interferences with the different materials that exist within...

120
The Coca-Cola Company

The Coca-Cola Company

Nov 15, 2023

This is Zack Fuss. Today we are breaking down The Coca-Cola Company. On May 8th, 1886, Dr. John Pemberton brought this perfected syrup to Jacobs Pharmacy in downtown Atlanta, where the first glass of ...

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