Business Breakdowns
Recent Episodes
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Compass: Meals for the Masses - [Business Breakdowns, EP.211]
Apr 2, 2025 – 58:14 -
EssilorLuxottica: Sight To Behold - [Business Breakdowns, EP.210]
Mar 26, 2025 – 44:25 -
Watsco: Air Apparent - [Business Breakdowns, EP.209]
Mar 19, 2025 – 55:54 -
Apollo: Connoisseurs of Complexity - [Business Breakdowns, EP.208]
Mar 14, 2025 – 01:13:28 -
Cognex: Vision Quest - [Business Breakdowns, EP.207]
Feb 26, 2025 – 43:45 -
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, REPLAY]
Feb 19, 2025 – 54:41 -
AMETEK: Industrial Excellence - [Business Breakdowns, REPLAY]
Feb 12, 2025 – 54:11 -
Jack Henry: VMS King - [Business Breakdowns, EP.206]
Feb 5, 2025 – 01:01:53 -
APi Group: Safety Services at Scale - [Business Breakdowns, EP.205]
Jan 29, 2025 – 50:33 -
Kaspi.kz: The Kazakh Super-App - [Business Breakdowns, EP.204]
Jan 22, 2025 – 55:42 -
Gaming Consoles Part 3: Nintendo - [Business Breakdowns, EP.203]
Jan 17, 2025 – 01:15:54 -
Gaming Consoles Part 2: Sony - [Business Breakdowns, EP.202]
Jan 15, 2025 – 47:29 -
Gaming Consoles Part 1: The Thesis - [Business Breakdowns, EP.201]
Jan 15, 2025 – 54:07 -
Arm: The Silicon Blueprint - [Business Breakdowns, EP.200]
Jan 8, 2025 – 43:43 -
Kering: It’s Gucci - [Business Breakdowns, EP.199]
Jan 1, 2025 – 45:27 -
2024 Anecdotes to Remember - [Business Breakdowns, EP.198]
Dec 27, 2024 – 42:00 -
FilterBuy: Fresh Air - [Business Breakdowns, EP.197]
Dec 23, 2024 – 51:22 -
Inditex: Fast Fashion - [Business Breakdowns, EP.196]
Dec 18, 2024 – 58:24 -
Alternative Lending in Real Estate - [Business Breakdowns, EP.195]
Dec 11, 2024 – 01:01:35 -
SpaceX: Rocket Ship - [Business Breakdowns, EP.194]
Dec 4, 2024 – 01:02:29 -
Investing in Venture Secondaries - [Business Breakdowns, EP.193]
Nov 27, 2024 – 53:05 -
Informa: Where Industries Meet - [Business Breakdowns, EP.192]
Nov 20, 2024 – 59:31 -
Fastenal: A Nuts & Bolts Success Story - [Business Breakdowns, EP.191]
Nov 13, 2024 – 50:35 -
Demographics Driving Real Estate - [Business Breakdowns, EP.190]
Nov 6, 2024 – 53:21 -
Merck & Co: Blockbuster Drugs - [Business Breakdowns, EP.189]
Oct 30, 2024 – 01:06:25 -
American Tower: Signals and Stability - [Business Breakdowns, EP.188]
Oct 25, 2024 – 40:40 -
AIG: Rise, Fall, and Rebirth - [Business Breakdowns, EP.187]
Oct 16, 2024 – 50:29 -
Gregorys Coffee: From Bean to Dream - [Business Breakdowns, EP.186]
Oct 9, 2024 – 01:39:20 -
Going Activist in Japan - [Business Breakdowns, EP.185]
Oct 2, 2024 – 59:45 -
RTW: Investing across Healthcare - [Business Breakdowns, EP.184]
Sep 27, 2024 – 01:06:57 -
Sherwin-Williams: Brushstrokes of Success - [Business Breakdowns, EP.183]
Sep 18, 2024 – 01:04:28 -
Rakuten: Rewiring Japan's Digital Economy - [Business Breakdowns, EP.182]
Sep 11, 2024 – 55:18 -
Renishaw: The Precision Pioneers - [Business Breakdowns, EP.181]
Sep 4, 2024 – 50:28 -
3i Group: Capital in Action - [Business Breakdowns, EP.180]
Aug 28, 2024 – 38:43 -
5 Handpicked Highlights - [Business Breakdowns, EP.179]
Aug 21, 2024 – 23:22 -
Graco: Mastering The Flow - [Business Breakdowns, EP.178]
Aug 14, 2024 – 42:53 -
Siemens Energy: Winds of Change - [Business Breakdowns, EP.177]
Aug 7, 2024 – 54:14 -
Olympic Games: The Price of Glory - [Business Breakdowns, EP.176]
Jul 31, 2024 – 42:26 -
Axon: Stunning The Competition - [Business Breakdowns, EP.175]
Jul 24, 2024 – 53:02 -
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, EP.174]
Jul 17, 2024 – 55:56 -
Cintas: Rags to Riches - [Business Breakdowns, EP.173]
Jul 10, 2024 – 46:10 -
Mineral Resources: Unearthing Value - [Business Breakdowns, EP.172]
Jul 3, 2024 – 51:35 -
Motorola Solutions: From Zero to Hero - [Business Breakdowns, EP.171]
Jun 26, 2024 – 55:06 -
The Marina Industry: Building Moats, Storing Boats - [Business Breakdowns, EP.170]
Jun 19, 2024 – 43:28 -
Coupang: Korean E-Commerce Craze - [Business Breakdowns, EP.169]
Jun 12, 2024 – 01:01:39 -
Lifco: Dentistry, Demolition, and Decentralization - [Business Breakdowns, EP.168]
Jun 5, 2024 – 47:47 -
CHIPS Act: Securing Semiconductor Supply - [Business Breakdowns, EP.167]
May 31, 2024 – 49:29 -
InterDigital: Setting Wireless Standards - [Business Breakdowns, EP.166]
May 29, 2024 – 53:49 -
Bajaj Finance: Strategies of a Lending Giant - [Business Breakdowns, EP.165]
May 22, 2024 – 01:00:18 -
The Evolution of Private Credit: Part 2 - [Business Breakdowns, EP.164]
May 15, 2024 – 46:06
Recent Reviews
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C_McGovInsightful podcastSolid podcast. Broad range of companies paired with diverse mix of guest profiles. Host is well-prepared with provoking questions that allows, or rather requires, the guests to elaborate in detail - a sign of a talented interviewer. Really enjoyed the recent one on the Olympics. Added bonus: You come away with unique bits of info, which I’ll undoubtedly recycle at dinners / parties prefaced with “I once read somewhere…”
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FinJunkieDelightful showThe work that goes into the show really shines through can’t wait for the next one
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txPSUGreat podcast!!I manage all my own investments and a few of your episodes have given me the conviction to make big bets which are paying off and step away from a couple investments I wanted to make and then you rescued me. Keep it up! Which I could put my portfolio in a suggestion box and have you do each stock!
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KHAAAAAAAAN!!!!!Fantastic.If the hosts/producer reads this, please do an episode on Microstrategy. It would be extremely interesting. Great podcast!
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KSM_ChanceyGreat Show, 1 RecommendationThink it’s amazing that you are doing this and I have learned a bunch. I would recommend adding more distressed businesses / troubled business models so people can learn about why business go bad. Would also try to get bear case more pronounced for each episode.
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Jessica-470Expert advice on platformsIn regards to investing and operating via podcasts sectors are the key factors in platforms also having contracts and other advancements leads to platforms that can coexist and contribute to creating new market opportunities
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Maverick4567One of the bestThis is probably one of the best if not the best podcast series I’ve ever heard. The podcasts are informative, interesting, well researched and presented in a well rounded manner. The topics and businesses covered are wide ranging and relevant. There’s many businesses most of us have heard about it and many that are not. Well curated with interesting guests and great interviewers. Well done business breakdowns. Gold standard on how to do these type of podcasts. Highly recommended.
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Frankieg33Primers on businessesThe podcast helps you understand how businesses function, how they make money, where they stand from a competitive perspective, etc. With it basically impossible to avoid business, the podcast basically it’s a source of understanding how the world works that I wish has been democratizing knowledge when I was a kid, although better late than never!
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MSTAN12New episodes are more interestingThis podcast is great. I really enjoyed the last two episodes, and would like to continue to see more questions inserted into the episode as compared to the GE episode, and more new young maybe overlooked companies like Trader Joe’s.
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ba11111117777A+Insightful deep dives with thoughtful questions
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consciousdaveGreat business podcastThey do a good job of bringing on analysts and others with lots of insight and experience. They usually do big companies and publicly traded if I’m not mistaken. They’re always very interesting and the questions cover just about everything you’d need to know to make an investment. Would recommend to those into business analysis and investing
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john in 10 mileNYT pulitzer prizes were fraud in 1930sThe Pulitzer Prizes won for fake reporting during Stalin's starvations in 1930s should be highlighted by your podcast. Nobody cares NYT has double the Pulitzer Prizes when those helped cover up Ukranian genocide by Stalin.
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Ken Black_TXScrew LaborThis podcast, Business Breakdown, basically picks their top business’s in how they screw over labor. I get business is business but I think how Business Breakdown discounts labor is shameful.
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Lazy Phone PeopleCan’t understand speakerGet somebody u can understand I can’t review anything if I can’t understand speaker not a listener until thank you
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ReelbusyOne of the smartest podcast series you will ever listen toThis is a smart show. They really dive into their subject matter. The revelations of business operations techniques theories and practices is a must for any entrepreneur or business person today. It is a must for investors also. If you were thinking about putting your money in any company this show has covered the episode on it is a must listen before you click the button and buy the stock
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evanshire19ExcellentAn deeply informative and excellent podcast. If you take suggestions here—would love an episode on Salesforce.
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Abdur_reviewsHidden gem!!So glad I stumbled upon this podcast. Nice, in-depth drives into different businesses by folks who are quite knowledgeable. The host also doea a great job asking questions. Highly recommended!
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Bill TurkeyburgerValuable InformationReally impressive deep dives into businesses. So happy to have found it
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Streetfighter333Amazing contentWith each episode I learn something new. The length is just right and very in-depth analysis. Love this podcast.
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My time loverThe best new podcastUnique information. The right length. I learn every time!
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Beyond LinesGreat InsightsAmazing! Love the depth and insight in this podcast. Extremely useful and practical
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Ty1867$YOU GUYS ARE GREAT!!Thanks for creating this podcast; as a young entrepreneur, this podcast has helped me learn more about the business industry and great takeaways for my own growing business.
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joe d mColossus does it again!Incredibly thoughtful and “unexpected” information about a wide range of businesses. Absolutely love it!
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j-bird1235Business Breakdowns is awesomeEpisodes are full of great insight and are a perfect mix of not too deep but not so bland that you dont learn anything. You should do one on some of the big franchises like great clips, dunkin, or ups store.
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Kurt from SeattleGood but Surface LevelI only listened to the Ali Baba podcast. While good, I was surprised there was no mention of Chinese anti-trust investigations, that Jack Ma was essentially put on house arrest for three months, or regulatory concerns on Ant Financial. There are a lot of interesting questions swirling right now on the company and really we didn’t cover any of those.
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Luvman79So far useless...You broke down the obvious and biggest names in the industry. Shopify was of no use because the interview was unicorns and fairy tales. Zero self thought. You can’t break down a business like that. I think Shopify, Alibaba, Chipotle are great, but that ship has already sailed. How about a challenge like Wabash or Checkpoint software. Anything but the CNBC copycat.
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06116fpjAutomatic listenColossus the leading business podcast group IMO, setting the standard for what great content can be (and I'm a producer for a different show) This business breakdown ep 1 was incredible. Cheers to many more.
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schepesm0803Entertaining while educationalThey bring businesses to life in an entertaining way. A nice education podcast
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GosiaMBThe BestThis is high quality content! So much knowledge shared with listeners. Thank you for all your efforts being the best in what you do!
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curious_investor_4467This podcast is a game changerIt’s a perfect way for me to collect and evaluate enough details about the featured companies that I can confidently form my own investment theses. Talk about an incredible efficiency unlock in information consumption. Patrick and the team have once again produced some of the highest quality content on the web. Looking forward to what’s next.
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MER803Impressive podcastImpressive new podcast series. Tough to find that type of deep dive in a dense audio format (I’m not sure it exists elsewhere). Loving the Colossus platform thus far.
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DamianB33Amazing formatLoved the first episode. Incredible resource for investors and operators.
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zbf1290ExcitedFun project with Patrick O. and team. Can’t wait to follow along as it evolves.
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