Business Breakdowns

By: Colossus | Investing & Business Podcasts
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  • Summary

  • 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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Economics Personal Finance
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Episodes
  • Informa: Where Industries Meet - [Business Breakdowns, EP.192]

    Informa: Where Industries Meet - [Business Breakdowns, EP.192]
    Nov 20 2024
    Today we are breaking down Informa. At its core Informa is a live events business headquartered in the UK. While media conversations often revolve around consumer giants like Disney, Informa operates in a different realm entirely - dominating the world of business-to-business connections through the largest portfolio of trade shows and events globally. I am joined by Nick Shenton from Artemis Investment Management. With nearly 1,000 live events across industries ranging from pharmaceuticals to maritime, Informa creates the meeting places where entire supply chains come together to exchange knowledge, build networks, and do business. These industry events come with a compelling financial model, which Nick details. He also describes Informa’s academic publishing business, B2B digital services, and all of the risks involved with this unique company. Please enjoy this breakdown of Informa. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by EightSleep, the temperature-controlled mattress cover that heats or cools your mattress to transform your sleep. The Pod 4 Ultra is the new gold standard in intelligent sleep systems. It can be added to your current mattress like a fitted sheet and is been clinically proven to give you up to an hour more quality of sleep every night. The cooling capability can cool your side of the bed to 20 degrees below room temperature, all managed by the pod's autopilot feature, which adjusts the temperature throughout the night. This holiday season go to eightsleep.com/breakdowns and use code JOYS for up to $600 off the Pod 4 Ultra when bundled. — This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:07:37) Informa's Business Model and Key Assets (00:09:46) Revenue Breakdown and Financial Performance (00:12:51) Historical Background and Growth (00:16:54) Impact of COVID-19 and Technological Advancements (00:20:24) Economics of Live Events (00:25:28) Challenges and Cyclicality in the Events Business (00:32:03) Informa's Publishing Arm: Taylor and Francis (00:34:39) Criticisms and Value of Publishing Models (00:36:31) Digital Transition in Publishing (00:37:45) Introduction to TechTarget (00:38:36) TechTarget's Unique Market Position (00:43:22) Financial Overview and Valuation (00:46:17) Risks and Industry Dynamics (00:50:39) M&A Strategy and Capital Allocation (00:57:22) Lessons from Informa's Success
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    1 hr
  • Fastenal: A Nuts & Bolts Success Story - [Business Breakdowns, EP.191]

    Fastenal: A Nuts & Bolts Success Story - [Business Breakdowns, EP.191]
    Nov 13 2024
    This is Zack Fuss. Today we're breaking down Fastenal. Starting as a small fastener retailer in Minnesota, the company has evolved into a mission-critical supply chain partner for its industrial customers. Today, the business sports a nearly $50 billion market cap and produces nearly $8 billion in sales. The impact of Fastenal's founder, Bob Kierlin, on Fastenal's commercial success can't be overstated. The industrial vending machine was his original idea, a vision he made a reality years later through its network of local branches, onsite locations, embedded with customers and innovative inventory management technologies. I'm joined by Delian Entchev, a portfolio manager at Aoris Investment Management. Today, we'll unpack the strategic choices, cultural DNA, and relentless customer focus that have fueled Fastenal's remarkable success. Please enjoy this Breakdown of Fastenal. Check out our new print publication Colossus Review. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by EightSleep, the temperature-controlled mattress cover that heats or cools your mattress to transform your sleep. The Pod 4 Ultra is the new gold standard in intelligent sleep systems. It can be added to your current mattress like a fitted sheet and is been clinically proven to give you up to an hour more quality of sleep every night. The cooling capability can cool your side of the bed to 20 degrees below room temperature, all managed by the pod's autopilot feature, which adjusts the temperature throughout the night. This holiday season, go to eightsleep.com/breakdowns and use code JOYS for up to $600 off the Pod 4 Ultra when bundled. — This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:07:44) Understanding Fastenal's Business Model (00:08:24) The Amazon Connection (00:10:09) Fastenal's Founding Story (00:12:06) Pivot to Business Customers (00:13:18) Empowering Employees for Growth (00:14:44) Frugality and Culture at Fastenal (00:17:33) Expansion and Evolution (00:19:07) Onsite Services and Technological Innovations (00:22:17) International Growth and Future Opportunities (00:23:16) Financial Profile and Customer Relationships (00:28:36) Customer Integration: Fastenal's On-Site Business Model (00:29:21) Three Pillars of Fastenal's Service: Experts, Inventory, and Technology (00:30:39) Customization and Proximity: Tailoring On-Site Solutions (00:31:56) Economic Relationships and Customer Spend (00:33:56) Fastenal's Competitive Edge: Value Proposition and Culture (00:37:54) Growth and Market Share: Fastenal's Expansion Strategies (00:44:52) Financial Discipline and Capital Allocation (00:50:14) Lessons from Fastenal: Transparency and In-Person Visits
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    51 mins
  • Demographics Driving Real Estate - [Business Breakdowns, EP.190]

    Demographics Driving Real Estate - [Business Breakdowns, EP.190]
    Nov 6 2024
    Today, my guest is Fernando De Leon, founder of Leon Capital Group. Fernando operates 14 different businesses under the Leon Capital umbrella, which vary across real estate, healthcare, and financial services. But as you will hear in our conversation, the businesses are connected and instruct one another. The connective tissue throughout this conversation is how demographic insight sits underneath everything and is the foundation of what makes this business possible. As you will hear, there's no better person to talk about demographic dynamics than Fernando. Please enjoy this Breakdown on the demographics driving real estate. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by Alphasense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. AlphaSense provides access to over 300 million premium documents, including company filings, earnings reports, press releases, and more from public and private companies. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegas help you make smarter decisions faster. — This episode is brought to you by EightSleep, the temperature-controlled mattress cover that heats or cools your mattress to transform your sleep. The Pod 4 Ultra is the new gold standard in intelligent sleep systems. It can be added to your current mattress like a fitted sheet and is been clinically proven to give you up to an hour more quality of sleep every night. The cooling capability can cool your side of the bed to 20 degrees below room temperature, all managed by the pod's autopilot feature, which adjusts the temperature throughout the night. Go to eightsleep.com/breakdowns and use the code glueguys for $350 off. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Introduction and Background (00:05:55) Early Life and Education (00:08:03) Real Estate and Demographics (00:11:02) Business Ventures and Strategies (00:13:17) Challenges and Opportunities in Real Estate (00:17:13) Efficient Resource Management (00:18:12) Downside Protection Strategies (00:19:59) Insurance and System Optimization (00:21:43) Real Estate Cyclicality and Capital Support (00:24:28) Challenges in Housing Development (00:25:58) Target Markets and Demographic Trends (00:29:39) Opportunities in Secondary Markets (00:31:49) Nearshoring and Global Trade (00:43:13) Future Outlook and Technological Impact (00:55:02) Lessons From Breaking Down The Industry
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    53 mins

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