Business Breakdowns

Business Breakdowns

Colossus | Investing & Business Podcasts

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Episode (200)

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151
Titan: A Golden Case in Indian Retail

Titan: A Golden Case in Indian Retail

Apr 05, 2023

Today we’re breaking down India’s largest jewelry business, Titan. Titan began life as a watchmaker in 1984 through a joint venture between India’s biggest conglomerate, Tata Group, and the Tamilnadu ...

152
The National Basketball Association

The National Basketball Association

Mar 31, 2023

This is Matt Reustle and today we are breaking down the National Basketball Association. The NBA topped $10bn in revenue last season, in line with MLB and behind only the NFL in terms of major sports ...

153
Jim Chanos: A Short Thesis on Data Centers

Jim Chanos: A Short Thesis on Data Centers

Mar 29, 2023

Compound248 is back to host another episode of Business Breakdowns. His most recent podcasts have focused on digital infrastructure and today we continue with that theme, but with a twist. Our guest i...

154
Markel: Playing The Long Game

Markel: Playing The Long Game

Mar 22, 2023

Today, we’re breaking down Markel. Markel is an insurance and investing business. It shares the same operating structure as Berkshire Hathaway in that it uses insurance underwriting profits to fund an...

155
The Walt Disney Company: An Entertainment Empire

The Walt Disney Company: An Entertainment Empire

Mar 15, 2023

This is Jesse Pujji and today we’re breaking down The Walt Disney Company. Disney needs no introduction. We have all interacted with the entertainment empire in some capacity. It was founded 100 years...

156
IPL: The World’s Fastest Growing Sports League

IPL: The World’s Fastest Growing Sports League

Mar 08, 2023

Today we are breaking down the world’s fastest-growing sports league, The Indian Premier League. The Indian Premier League, often shortened to IPL, is a cricket competition that takes place in India e...

157
Wise: Moving Money Around the World

Wise: Moving Money Around the World

Mar 01, 2023

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Wise. Wise helps individuals and small businesses move money across borders. It offers significantly faster and cheaper ...

158
Ryanair: Low Cost Obsessed

Ryanair: Low Cost Obsessed

Feb 22, 2023

This is Matt Reustle and today we are breaking down Europe's largest airline, Ryanair. As we do more breakdowns, we start to look for patterns of successful business models that succeed across differe...

159
Constellation Software: Principled, Profitable, Permanent

Constellation Software: Principled, Profitable, Permanent

Feb 16, 2023

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Constellation Software. Constellation is a conglomerate which owns more than five hundred vertical market software busin...

160
The Business of Sport: NFL, F1, PGA Tour

The Business of Sport: NFL, F1, PGA Tour

Feb 08, 2023

This is Dom Cooke and this week is a little different. It’s Super Bowl week and to get in the mood, we’re doing a sports special as we break down the business behind 3 iconic sports - The NFL, Formula...

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