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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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Episodes
  • Gartner: Compound Insights - [Business Breakdowns, EP.160]

    Gartner: Compound Insights - [Business Breakdowns, EP.160]
    Apr 24 2024
    Today, we're covering a behemoth in the research market, Gartner. Executives are willing to pay up to $30,000 for reports and $50,000+ for full subscriptions so they can access insights and data to help them make business decisions, purchasing decisions, and pivoting decisions. Our guest is Alvise Peggion, portfolio manager at Fairlight Asset Management. He helps us cover how Gartner grew into this at-scale player, how the research and sales model has been fine-tuned over time, and where the opportunity for growth is in the future. Please enjoy this Breakdown of Gartner. Interested in hiring from the Colossus Community? Click here. 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 Public: Invest in stocks, bonds, options, crypto, and more in one place. A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account. This episode is brought to you by Tegus, the only investment research platform built for the investor. With traditional research vendors, the diligence process is slow, fragmented, and expensive. That leaves investors competing on how well they can aggregate data — not on their unique ability to analyze insights and make great investment decisions. Tegus offers an end-to-end platform with all the data you need to get up to speed on a company or market: up-to-the-minute financials, customizable models, management and culture checks, and, of course, our vast and growing library of expert call transcripts. Tegus is changing the world of expert research. Learn more and get your free trial at tegus.com/patrick. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @zbfuss | @ReustleMatt | @domcooke 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 (00:03:52) Deep Dive into Gartner's Business Model (00:05:13) Understanding Gartner's Value Proposition (00:08:40) Gartner's Competitive Landscape and Growth Strategy (00:18:19) The Evolution of Gartner (00:25:23) Gartner's Financial Model and Shareholder Value (00:26:55) Understanding Gartner's Revenue and Pricing Strategy (00:28:59) The Impact of the Pandemic on Gartner's Business Model (00:30:52) Gartner's Resilience Through Economic Cycles (00:34:38) The Value Proposition of Gartner to Executives (00:36:33) Gartner's Competitive Edge and Market Position (00:40:48) Sales Force Dynamics and Compensation Strategies (00:42:35) Future Growth Strategies and M&A Considerations (00:44:58) Future Growth and Strategic Focus (00:47:09) Key Lessons from Gartner's Success Learn more about your ad choices. Visit megaphone.fm/adchoices
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    47 mins
  • Winmark: Resale at Scale - [Business Breakdowns, EP.159]

    Winmark: Resale at Scale - [Business Breakdowns, EP.159]
    Apr 17 2024
    This is Matt Reustle. Today, we break down Winmark, a major player in the reseller economy. You're likely familiar with some of Winmark’s brands, like Plato's Closet or Play It Again Sports. Altogether, Winmark operates five brands through a franchising model. Our guest to break down Winmark is the current CEO, Brett Heffes. During our conversation, we discuss the broader reseller economy, the dynamics of managing those brands and different franchise brands, and how Winmark thinks about growth. In the back half of the conversation, I also made sure to talk to Brett about his thoughts on capital allocation, focusing the business, and yes, on investor communication. Please enjoy this breakdown of Winmark. Interested in hiring from the Colossus Community? Click here. 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 Public. A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account. This episode is brought to you by Tegus, the only investment research platform built for the investor. With traditional research vendors, the diligence process is slow, fragmented, and expensive. That leaves investors competing on how well they can aggregate data — not on their unique ability to analyze insights and make great investment decisions. Tegus offers an end-to-end platform with all the data you need to get up to speed on a company or market: up-to-the-minute financials, customizable models, management and culture checks, and, of course, our vast and growing library of expert call transcripts. Tegus is changing the world of expert research. Learn more and get your free trial at tegus.com/patrick. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @zbfuss | @ReustleMatt | @domcooke 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 (00:04:25) Exploring the Resale Market with Windmark's CEO (00:06:34) The Mechanics of Winmark's Franchise Model (00:07:10) Winmark's Unique Position In The Resale Economy (00:12:21) Franchisee Support and Business Model Insights (00:20:44) Growth Strategies and Franchisee Expansion Philosophy (00:24:12) A Look At The Franchisee Agreement (00:26:57) Traits of Successful Franchisees and Common Mistakes (00:28:42) Effective Marketing Strategies for Franchisees (00:30:45) The Importance of Viewing Stores as Legacy Assets (00:32:33) Renewal Rates and Franchisee Health as Key Metrics (00:35:27) Shifting Focus From Leasing Business to Core Resale Operations (00:41:19) Capital Allocation and Shareholder Value (00:45:51) A Unique Approach to Investor Relations (00:47:31) Lessons Learned From Breaking Down Winmark Learn more about your ad choices. Visit megaphone.fm/adchoices
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    51 mins
  • Embraer: Defying Gravity - [Business Breakdowns, EP.158]

    Embraer: Defying Gravity - [Business Breakdowns, EP.158]
    Apr 10 2024
    This is Matt Reustle. We are back in the world of aviation today, breaking down Embraer. Embraer has carved out an interesting niche, manufacturing regional jets, business jets, and military aircrafts. Our guest is Richard Aboulafia, Managing Director at AeroDynamic Advisory and long-time aviation analyst and consultant. We break down how this aviation success story grew out of Brazil, the evolution of the regional jet market, the business jet market, & tap into military aircrafts, and, of course, we cover the opportunity presented by Boeing today. Please enjoy this breakdown of Embraer. Interested in hiring from the Colossus Community? Click here. 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 Public. A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account. This episode is brought to you by Tegus, the go-to destination for bold investing. The investment research platform trusted by 95% of the top 20 global private equity firms just got even better. Building on their solid reputation for expert insights, Tegus has expanded to become the first true all-in-one research platform. The new Tegus makes diligence faster, easier, and more convenient than ever before. Your Tegus license gives you access to over 70,000 expert transcripts, more than 4,000 fully drivable financial models, and exclusive datasets like company management checks, industry KPIs, hard-to-find non-GAAP data, and more. Tegus is the fastest way to learn about a public or private company and the most cost-effective way to conduct investment research — now all under one roof. Learn more and get your free trial at tegus.com/patrick. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @zbfuss | @ReustleMatt | @domcooke 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 (00:04:49) Embraer's Strategic Positioning in the Aerospace Market (00:05:54) The Fascinating Origin Story of Embraer (00:08:27) Key Figures Behind Embraer's Rise (00:09:33) Embraer's Breakthrough in the U.S. Market (00:10:25) The Evolution of Embraer's Business Model (00:11:07) Comparing Embraer with Boeing and Airbus (00:12:00) Dynamics of the Regional Jet Market (00:15:44) The Future of Regional Aviation and Embraer's Role (00:19:24) Exploring Embraer's Defense and Military Segment (00:24:03) Embraer's Potential Amidst Boeing's Challenges (00:28:48) The Intricacies of Jet Manufacturing and Sales (00:30:15) Embraer's Competitive Landscape and Challenges (00:31:03) Navigating Currency Volatility and Hedging Strategies (00:32:01) Defense Sector Dynamics and Geopolitical Influences (00:33:33) Aftermarket Revenue and Replacement Cycles (00:37:05) Embraer's Strategic Aspirations and Boeing Partnership Dynamics (00:43:58) Bombardier's Shift and Market Dynamics (00:46:56) Assessing Risks and Opportunities for Embraer (00:49:05) Key Lessons from Embraer Learn more about your ad choices. Visit megaphone.fm/adchoices
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    50 mins
Economics Personal Finance
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