Business Breakdowns

Business Breakdowns

Colossus | Investing & Business Podcasts

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Episode (200)

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181
ChargePoint: Leading the EV Charge

ChargePoint: Leading the EV Charge

Aug 19, 2022

This is Jesse Pujji and today we’re breaking down ChargePoint. ChargePoint is the clear market leader in the United States for electric vehicle chargers. Founded in 2007 by five technical founders, th...

182
Union Pacific: Long Train Runnin’

Union Pacific: Long Train Runnin’

Aug 10, 2022

This is Dom Cooke and today we are breaking down the freight railroad business, Union Pacific. Union Pacific is interesting for a number of reasons. Its first tracks were laid in a time of horsepower,...

183
LVMH: The Wolf in Cashmere’s Conglomerate

LVMH: The Wolf in Cashmere’s Conglomerate

Aug 03, 2022

This is Zack Fuss, an investor at Irenic Capital Management. Today we’re breaking down the world’s largest luxury business, LVMH. The LVMH story is deeply reflective of the vision of its 73 year-old f...

184
DuPont: Two Centuries of Chemistry

DuPont: Two Centuries of Chemistry

Jul 27, 2022

This is Matt Reustle and today we are breaking down DuPont. We admire leaders that are in the trenches with their team members; never above any task and willing to share in risks. But, wow, did the Du...

185
Charles Schwab: The 8 Trillion Dollar Gorilla

Charles Schwab: The 8 Trillion Dollar Gorilla

Jul 20, 2022

This is Matt Reustle and today we are breaking down the financial institution known as Charles Schwab. Schwab is a financial behemoth. They report over $8 trillion in assets under custody and a market...

186
Rolex: Timeless Excellence

Rolex: Timeless Excellence

Jul 15, 2022

Today, we’re breaking down one of the strongest brands in the world - Rolex. Founded in the UK in 1905 under the name Wilsdorf & Davis, Rolex has become the leading name in luxury watches. But, while ...

187
Dino Polska: Serving Small-Town Poland

Dino Polska: Serving Small-Town Poland

Jul 06, 2022

This is Matt Reustle and today we are breaking down Polish grocer, Dino Polska. This wasn't a name on our radar at Colossus but the more we dug into the story, the more intrigued we became. It starts ...

188
Berkshire Hathaway: The Incomparable Compounder

Berkshire Hathaway: The Incomparable Compounder

Jun 29, 2022

Today’s business needs little introduction. Berkshire Hathaway is one of the largest businesses in the world and run by arguably the most famous investors of our time, Warren Buffett and Charlie Munge...

189
Shopify: Tokengated Commerce - [Web3 Breakdowns, EP.28]

Shopify: Tokengated Commerce - [Web3 Breakdowns, EP.28]

Jun 27, 2022

Today we are running a special episode in our Business Breakdowns feed. My guest is Alex Danco from Shopify - who you may remember from our Business Breakdown on Shopify in 2021. Our conversation focu...

190
Gogo: Internet for Private Jets

Gogo: Internet for Private Jets

Jun 22, 2022

I am @Compound248 and this is the next installment in our Business Breakdowns mini-series focused on Digital Infrastructure. In this episode, we will talk about a company that delivers that airbourne ...

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