Business Breakdowns
Episodes
Twitter: Towing the Clown Car Out of the Goldmine - [Business Breakdowns, EP. 45]
02 Feb 2022
Contributed by Lukas
I’m Zack Fuss, and today we are breaking down Twitter, a business that needs little introduction. Founded by Jack Dorsey in 2006, Twitter has become...
ViacomCBS: A Content King in the Streaming War - [Business Breakdowns, EP. 44]
26 Jan 2022
Contributed by Lukas
This is Jesse Pujji and today we are breaking down ViacomCBS. This episode has a different format - you'll hear from both an investor and from company...
Peloton: Reinventing the Wheel - [Business Breakdowns, EP. 43]
19 Jan 2022
Contributed by Lukas
This is Jesse Pujji, and today we’re breaking down Peloton. Peloton was founded over ten years ago with the idea of making the best in-person gym cl...
Cannabis: Legalizing the Leaf - [Business Breakdowns, EP. 42]
12 Jan 2022
Contributed by Lukas
This is Jesse Pujji and today we are breaking down the emerging industry of cannabis. After spending decades as an illegal drug, US states have begun ...
Finch Therapeutics: Empowering Immune Systems - [Business Breakdowns, EP. 41]
29 Dec 2021
Contributed by Lukas
Today’s episode is part business breakdown and part biology breakdown as we explore Finch Therapeutics and their novel work on the microbiome, which...
London Stock Exchange Group - [Business Breakdowns, EP. 40]
22 Dec 2021
Contributed by Lukas
Today, we’ll be breaking down the London Stock Exchange, now referred to as LSEG. LSEG is a nearly £40 billion market cap business that plays an in...
The National Football League - [Business Breakdowns, EP. 39]
15 Dec 2021
Contributed by Lukas
Today, we are breaking down The National Football League or, as most know it, The NFL. It’s a sport that dominates American Sundays from late summer...
NextEra Energy: The Renewable Leader - [Business Breakdowns, EP. 38]
08 Dec 2021
Contributed by Lukas
I’m Zack Fuss and today we’re breaking down NextEra Energy. NextEra is America’s most valuable energy firm and consists primarily of two busines...
Novocure: Using Physics to Fight Cancer - [Business Breakdowns, EP. 37]
01 Dec 2021
Contributed by Lukas
Today, we’re breaking down Novocure, a global oncology company that has pioneered a new approach to cancer treatment. For over 100 years, the tools ...
AutoZone: Exemplary Capital Allocation - [Business Breakdowns, EP. 36]
24 Nov 2021
Contributed by Lukas
I’m Zack Fuss, and today we’re breaking down AutoZone, the leading retailer and distributor of auto parts in the Americas. From the outside, AutoZ...
Amazon Aggregators: Buying Third-Party Sellers - [Business Breakdowns, EP. 35]
17 Nov 2021
Contributed by Lukas
I’m Jesse Pujji and this is Business Breakdowns. Today we are doing a different kind of breakdown. We are covering an entire category, Amazon Aggre...
HelloFresh: Delivering on Process Power - [Business Breakdowns, EP. 34]
10 Nov 2021
Contributed by Lukas
Today, we’re breaking down HelloFresh. HelloFresh delivers weekly meal kits to people’s homes. With eight million active customers, the Berlin-bas...
MongoDB: The Database Platform - [Business Breakdowns, EP. 33]
03 Nov 2021
Contributed by Lukas
I’m Jesse Pujji and today we’re breaking down MongoDB. The MongoDB story traces back to 2007 when the founding team was running DoubleClick, a lar...
Universal Music Group: The Gatekeepers of Music - [Business Breakdowns, EP. 32]
27 Oct 2021
Contributed by Lukas
Today we’re breaking down Universal Music Group. As one of the largest music businesses in the world, UMG is home to many of the world’s greatest ...
Uber: The Undeletable App - [Business Breakdowns, EP. 31]
20 Oct 2021
Contributed by Lukas
Today, we’re breaking down Uber. Despite a corporate history that spans just over a decade, the ink spilled on Uber could have its own wing in a lib...
John Deere: Centuries of Farming Innovation [Business Breakdowns, EP. 30]
13 Oct 2021
Contributed by Lukas
Today, we are breaking down John Deere. With a history dating back almost two centuries, Deere has been a mainstay in the agriculture industry for gen...
Salesforce: The Cloud & SaaS Pioneer [Business Breakdowns, EP. 29]
06 Oct 2021
Contributed by Lukas
Today, we are breaking down the cloud and SaaS trailblazer, Salesforce. Founded by Marc Benioff in 1999, Salesforce has grown rapidly to become the gl...
Solana: Faster, Cheaper, More Scalable [Business Breakdowns, EP. 28]
29 Sep 2021
Contributed by Lukas
Today, we are breaking down Solana. Founded in 2017 by an ex-wireless engineer from Qualcomm, Solana is a layer one blockchain like Bitcoin and Ethere...
Taboola: The Open Web’s Suggestion Engine - [Business Breakdowns, EP. 27]
22 Sep 2021
Contributed by Lukas
Today, we are breaking down Taboola, a company you may not know but one you’ve definitely seen. When you read articles on CNBC, Bloomberg, or the In...
Sky Mavis: The Builders Behind Axie Infinity - [Business Breakdowns, EP. 26]
15 Sep 2021
Contributed by Lukas
Today, we are breaking down Sky Mavis, the company behind the NFT-based game, Axie Infinity. Built by a team with a long history in gaming, Axie Infin...
Datadog: The Realtime Data Monitor - [Business Breakdowns, EP. 25]
08 Sep 2021
Contributed by Lukas
Today, we will be breaking down Datadog. If you've ever used Control-Alt-Delete to force quit a frozen application - you've experienced the Activity M...
Wyndham Hotels: Loyalty Matters - [Business Breakdowns, EP. 24]
01 Sep 2021
Contributed by Lukas
Today, we will break down Wyndham Hotels, the world’s largest and most diverse hotel franchisor with more than 9,000 hotels across 20 brands in over...
Dexcom: Digitizing Diabetes Management - [Business Breakdowns, EP. 23]
25 Aug 2021
Contributed by Lukas
Today, we will break down Dexcom. Founded in 1999, Dexcom makes best-in-class continuous glucose monitors to help diabetics manage their blood sugar l...
SmileDirectClub: Closing the Gap with Affordability - [Business Breakdowns, EP. 22]
18 Aug 2021
Contributed by Lukas
Today, we will be breaking down SmileDirectClub, the oral care company known for its affordable clear aligner treatment. SmileDirectClub was founded i...
ZoomInfo: The Go-To-Market Platform - [Business Breakdowns, EP. 21]
11 Aug 2021
Contributed by Lukas
Today, we will be breaking down ZoomInfo. Founded as DiscoverOrg in 2007, ZoomInfo is a go-to-market software & data solution for B2B sales. When a sa...
Blackstone: Beyond Buyouts - [Business Breakdowns, EP. 20]
04 Aug 2021
Contributed by Lukas
Today, we will be diving into Blackstone, the world’s largest alternative asset manager. Founded in 1985 as a boutique M&A advisory business with $4...
A Primer on Space: The Final Frontier - [Business Breakdowns, EP. 19]
28 Jul 2021
Contributed by Lukas
Today, we will be covering the endlessly fascinating market of Space. While we typically focus on an individual company for Business Breakdowns, we th...
Petco: Capturing the Pet Economy - [Business Breakdowns, EP. 18]
21 Jul 2021
Contributed by Lukas
Today, we will be breaking down pet care giant, Petco. Founded in 1965 as a mail-order business, Petco has evolved into a one-stop-shop pet care solut...
Cardlytics: The Ad Platform with Purchasing Power - [Business Breakdowns, EP. 17]
14 Jul 2021
Contributed by Lukas
Today, we will be diving into Cardlytics. Founded in 2008, Cardlytics operates as an advertising platform integrated with the digital channels of bank...
Exxon Mobil: An Aging Energy Empire - [Business Breakdowns, EP. 16]
07 Jul 2021
Contributed by Lukas
Today, we will be diving into energy giant, Exxon Mobil. The origins of Exxon date back to John D. Rockefeller and Standard Oil. Exxon was spun out in...
Facebook: The Trillion Dollar Listing - [Business Breakdowns, EP. 15]
30 Jun 2021
Contributed by Lukas
Today, we will be diving into Facebook. A business that requires little introduction, Facebook was launched in 2004 from Marc Zuckerberg’s Harvard d...
Formula One: The Iconic Motor Sport - [Business Breakdowns, EP. 14]
23 Jun 2021
Contributed by Lukas
In today's episode, we introduce another unique format for Business Breakdowns. We will be diving into the iconic global motorsport brand - Formula On...
Moderna: The Software of Life - [Business Breakdowns, EP. 13]
16 Jun 2021
Contributed by Lukas
Today, we will be diving into Moderna. Founded in 2010, Moderna and its innovative RNA platform made headlines after developing one of the first COVID...
Pinduoduo: Rise of Social Commerce - [Business Breakdowns, EP. 12]
09 Jun 2021
Contributed by Lukas
Today, we will be breaking down Pinduoduo. Founded in 2015, Pinduoduo used a ‘team buying’ social network concept to build what is now China’s l...
Invisalign: Patents, Patients, and Profits - [Business Breakdowns, EP. 11]
02 Jun 2021
Contributed by Lukas
Today, we will be breaking down Invisalign. Founded in 1997, Invisalign pioneered clear aligners as an alternative to metal braces. Today, Invisalign ...
Wix: The Internet Storefront - [Business Breakdowns, EP. 10]
26 May 2021
Contributed by Lukas
Today, we will be breaking down Wix. Founded in 2006, Wix was created to make building websites easier. Fifteen years later, the Wix platform boasts o...
Ethereum: Into the Ether - [Business Breakdowns, EP. 09]
19 May 2021
Contributed by Lukas
Today we will be breaking down Ethereum. Launched in 2015, Ethereum is an open-source, blockchain-based platform with a native cryptocurrency, Ether. ...
Calm: The Sleeping Giant - [Business Breakdowns, EP. 08]
12 May 2021
Contributed by Lukas
Today, we will be breaking down Calm. Founded in 2012, Calm is the leading app for sleep and meditation. Today, Calm has over 4 million subscribers an...
Visa: The Original Protocol Business - [Business Breakdowns, EP. 07]
05 May 2021
Contributed by Lukas
Today we will be diving into Visa. Starting in 1958 as a BankAmericard credit card program in Fresno, California, it then became a non-profit consorti...
Twilio: Messaging, Margins, and Markets - [Business Breakdowns, EP. 06]
28 Apr 2021
Contributed by Lukas
Today we will be diving into Twilio. Twilio was founded just over a decade ago by Jeff Lawson, with the vision of enabling developers to access the wo...
Cinnabon: The Omnichannel Approach to Indulgence - [Business Breakdowns, EP. 05]
21 Apr 2021
Contributed by Lukas
Today we will be diving into Cinnabon. Founded in Seattle in 1985, Cinnabon is the market leader among cinnamon roll bakeries and is owned by parent C...
Costco: Relentless Focus on the One Thing - [Business Breakdowns, EP. 04]
14 Apr 2021
Contributed by Lukas
Today, we will be diving into Costco. Costco is a favorite business story and model for many operators and investors. It was founded in 1983 in Seattl...
Alibaba: A Giant Among Giants - [Business Breakdowns, EP. 03]
09 Apr 2021
Contributed by Lukas
Today, we will be breaking down the world's largest e-commerce company, Alibaba. Alibaba was founded in 1997 by Jack Ma and almost 20 other co-founder...
Chipotle: Simplicity as the Recipe for Success - [Business Breakdowns, EP. 02]
07 Apr 2021
Contributed by Lukas
Today we will be diving into Chipotle, the fast-casual food chain known for its burritos. It was started in 1993 by Steve Els, an entrepreneur who is ...
Shopify: The E-commerce On-Ramp - [Business Breakdowns, EP. 01]
05 Apr 2021
Contributed by Lukas
Today we will be diving into Shopify. Shopify was founded in 2004 by Tobi Lütke and Scott Lake around their original problem of why it's so hard to b...
Business Breakdowns - Trailer
02 Apr 2021
Contributed by Lukas
Welcome to Business Breakdowns, a new Colossus podcast featuring deep-dive conversations on individual businesses. In each episode, we will dissect a ...
Welcome to Business Breakdowns
18 Mar 2021
Contributed by Lukas
Business Breakdowns is a series of conversations with investors and operators diving deep into a single business. For each business, we explore its hi...