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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/higgle-the-b2b-sales-club">Higgle: The B2B Sales Club</a></span>


This is Higgle: The B2B Sales Club Podcast, where we bring you actionable insights about sales RFPs, Sales Negotiations and difficult Procurement discussions. It’s all about helping you win more deals, and hitting your sales quota. We talk to sales leaders, brand leaders and procurement leaders about lessons learnt on their journey to win more sales deals and get better negotiated outcomes. The podcast is hosted by Mike Lander, an ex procurement director and entrepreneur, talking to guests about their experiences - the good, the bad and the ugly. Please subscribe to get updates when new episodes are released.
Business Breakdowns
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Inhalt bereitgestellt von Colossus, Colossus | Investing, and Business Podcasts. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Colossus, Colossus | Investing, and Business Podcasts oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Learn how companies work from the people who know them best. Each episode dissects a single business - from its origins and model to its financials and competitive edge. We uncover the lessons behind every success story. Learn more at www.joincolossus.com.
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235 Episoden
Alle als (un)gespielt markieren ...
Manage series 2906026
Inhalt bereitgestellt von Colossus, Colossus | Investing, and Business Podcasts. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Colossus, Colossus | Investing, and Business Podcasts oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Learn how companies work from the people who know them best. Each episode dissects a single business - from its origins and model to its financials and competitive edge. We uncover the lessons behind every success story. Learn more at www.joincolossus.com.
…
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235 Episoden
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×This is Matt Reustle. Today’s episode looks a little different. We are exploring whether podcasts can be a source of investment alpha, sparked by a Wall Street Journal article about portfolio manager Steve Cher's success mining podcast transcripts for Millennium Management. I analyze performance data from over 200 companies covered on Business Breakdowns since 2021, revealing that while the overall "podcast portfolio" has lagged the S&P 500, individual standouts like AppLovin (540% outperformance) and General Electric (300%+ gains) tell a more compelling story. I examine momentum patterns, discuss both winners and losers, and share insights on using podcasts for investment pattern recognition rather than direct stock picks. The episode concludes with practical thoughts on how podcast insights can serve as an educational starting point for business research and understanding. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here . —- 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 (00:00:52) Special Episode on Alpha (00:02:11) Exploring Investment Insights (00:02:50) Performance Analysis of Featured Companies (00:04:16) Top Performers and Key Takeaways (00:06:56) Underperformers and Lessons Learned (00:10:10) Future Episodes…
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Business Breakdowns


1 Nexstar Media: Broadcasting's Biggest Bet - [Business Breakdowns, EP.221] 1:00:46
1:00:46
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This is Zack Fuss. Today, we are breaking down Nexstar Media Group. Nexstar controls more local television stations than any other company in the US. This industry has experienced substantial consolidation, which has reshaped itself over the past decade and ultimately culminated in the emergence of businesses like Nexstar as the preeminent station group outside of the Big Four. My guest today is Simeon McMillan , founder of media-focused research firm Accrued Interest. He's held roles as a banker and executive within prominent television, cable, and radio businesses, including Univision Networks and Media Co. In this discussion, we will examine the foundational structure of the broadcast television industry, tracing its evolution from the pre-Internet hub-and-spoke model of the major networks, NBC, CBS, ABC, and Fox. Simeon breaks down the revenue streams that sustain this ecosystem and how subscriber fees from multi-channel video programming distributors like YouTube TV and Comcast cable are distributed among the networks and their affiliates. We also address the impact of cord-cutting on subscribers and how those viewership metrics impact pricing power within the television ecosystem. Please enjoy this Breakdown of Nexstar Media. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here . —- 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 (00:00:41) Simeon McMillan's Background in Media (00:02:48) Understanding the Broadcast Television Industry (00:04:15) The Evolution and Structure of Broadcast Networks (00:08:12) Revenue Streams and Financial Dynamics (00:14:26) Nexstar Media Group: Growth and Acquisitions(00:21:34) Financial Profile and Revenue Streams (00:32:35) Challenges and Future of Broadcast Television (00:47:15) Capital Allocation and Strategic Insights (00:53:01) Key Lessons from Nexstar…
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Business Breakdowns


1 EQT: Returns at Scale - [Business Breakdowns, EP.220] 1:18:02
1:18:02
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This is Matt Reustle. Today we are breaking down EQT, the Swedish global investment organization. Right off the top, I need to mention our guest today, Sean Barrett , who couldn't have been more perfect for this breakdown. Sean has been investing in the Alts since Blackstone christened this asset class just over a decade ago. Sean is the founder of Counter Global, and alt investing is ingrained in its DNA. We cover the massive, yet lesser-known EQT, the Wallenberg family ties, and how this business has continued to generate returns at scale. Beyond the EQT conversation, you are going to get a masterclass on Alts investing. Please enjoy this Breakdown of EQT. Subscribe to 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 Octus, formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world’s leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit octus.com to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle. -- 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 (00:01:38) Complexities of Alternative Asset Management (00:04:27) Understanding EQT: A Thematic Private Markets Investment Manager (00:06:36) The Wallenberg Legacy and EQT's Origins (00:11:54) EQT's Differentiation and Investment Strategy (00:20:36) Leadership and Succession Planning at EQT (00:25:15) Regulatory Environment and Strategic Focus (00:31:15) EQT's Private Equity and Asia Strategies (00:37:39) EQT's Strategic Use of M&A (00:39:49) EQT's Infrastructure Business (00:42:01) EQT's Real Estate Business (00:45:28) Innovative Exit Strategies (00:49:08) Fundraising Success and Future Prospects (00:59:31) Financial Model and Valuation (01:06:46) Key Risks and Opportunities (01:16:15) Lessons from EQT…
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1 UnitedHealth Group: Beyond The Premium - [Business Breakdowns, EP.219] 1:04:50
1:04:50
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This is Zack Fuss. Today, we're tackling a giant in a controversial and incredibly complex industry, UnitedHealth Group. At its recent apex, UNH was a half-trillion-dollar market cap business, the 15th largest listed business in the United States. Today, that market cap sits at just $275 billion. The company generates an excess of $400 billion in sales annually and produces $40 billion in EBITDA as it touches every facet of the American healthcare system. To break down UnitedHealthcare, I'm joined by Stephanie Niven , a co-PM of the Global Sustainable Equity Strategy within the Sustainable Equity Team at Ninety One. Stephanie has been following the company since 2012 and she helps us to unravel this intricate business. We explore how UnitedHealthcare operates as a fully integrated healthcare system from its insurance arm to its high-margin health services business. We also dive into the concept of value-based care, the recent headwinds from Medicare Advantage scrutiny, and whether the market is mispricing this complex giant amidst regulatory noise and leadership changes. Please enjoy this breakdown of UnitedHealth Group. Subscribe to 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 Octus, formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world’s leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit octus.com to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle. —- 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 (00:04:51) Understanding the US Healthcare System (00:10:24) UnitedHealth Group's Origins and Evolution (00:13:41) UnitedHealth Group's Business Model (00:22:36) Optum: The Overlooked Powerhouse (00:29:24) Value-Based Care: A New Approach (00:34:51) Current State of US Healthcare System (00:36:49) Regulatory Scrutiny and Media Attention (00:37:27) Investor Concerns and Company Response (00:42:49) Structural vs. Cyclical Issues (00:48:42) UnitedHealth's Technological Edge (00:52:07) Political Risks and Regulatory Environment (00:57:16) Medicare Advantage: A Closer Look (01:02:02) Lessons from UnitedHealth's Strategy…
Today we are breaking down Moncler, the high-end outerwear brand. Known for their down jackets and stylized M logo, it’s a mix of style and substance that blends into the brand history and evolution of Moncler. I am joined by Chris Davies , investment manager at Baillie Gifford to cover Moncler’s story, particularly in the hands of Remo Ruffini. We get into its push to define luxury outerwear and extend outward into other product categories while keeing that core DNA of fashion and function. This is a particularly interesting episode for anybody interested in the luxury market generally, and Moncler’s push to carve out its own niche. Please enjoy this Breakdown on Moncler. Subscribe to 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 Octus, formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world’s leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit octus.com to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle. —- 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 (00:04:31) Moncler’s Iconic Products (00:06:47) Historical Evolution of Moncler (00:11:48) Moncler’s Three Pillars (00:24:58) The Stone Island Acquisition (00:32:39) Estimating the Luxury Outerwear Market (00:33:58) Moncler’s Market Influence and Growth (00:35:48) Defining Quality in Luxury Brands (00:36:47) Moncler’s Down Integrity and Customer Experience (00:41:46) Managing Supply and Demand in Luxury (00:47:18) Capital Allocation and Growth Opportunities (00:55:03) Risks and Challenges in the Luxury Market (00:58:46) Key Lessons from Moncler…
Today, we are replaying our Breakdown on Vulcan Materials. Vulcan is America's largest producer of construction aggregates. This includes all of the crushed rock, sand, and gravel, which gets used for the foundation of nearly everything around us. Think of all of the buildings, the roads, and the infrastructure that define the physical footprint of America. To break down Vulcan, I am joined by Rob Hansen , Senior Analyst at Vontobel Asset Management. Rob shares what makes this relatively simple business so successful. We get into the dynamics of operating quarries, the logistics of moving rocks, and what is cyclical versus what is not. Please enjoy this breakdown of Vulcan Materials. 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 Octus, formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world’s leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit octus.com to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes . Follow us on Twitter: @JoinColossus | @zbfuss | @ReustleMatt 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 (00:03:15) First Question - Introduction to Vulcan Materials and the Construction Aggregates Market (00:07:35) Exploring the History & Evolution of Vulcan Materials (00:09:10) Geographical Distribution and Impact on the Quarry Market (00:12:31) The Role of Logistics and Transportation in the Aggregates Industry (00:17:42) The Impact of Vertical Integration and Technology on Vulcan's Operations (00:19:26) Analyzing the Volume and Pricing Trends in the Aggregates Industry (00:23:49) The Role of Technology in Enhancing Customer Experience and Operational Efficiency (00:29:31) Vulcan’s Pricing Strategy (00:32:31) The Capital Intensive Nature of The Business (00:36:21) Optimizing Logistics Through M&A (00:43:09) Trends in Earnings Growth and Future Expectations Among Commercial Construction (00:47:51) Understanding the Risks and Challenges In This Industry (00:50:17) Key Lessons from Vulcan's Business Model Important Information: Information provided represents the views of a company of the Vontobel Group (“Vontobel”) and should not be considered investment advice and/or legal, tax, financial or other advice. Further, not a recommendation to purchase, hold or sell any investment and no representation is given that the securities discussed are suitable for any particular investor. Although Vontobel believes that the information provided in this document is based on reliable sources, it cannot assume responsibility for the quality, correctness, timeliness or completeness of the information contained in this document.…
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1 monday.com: Work Management Software - [Business Breakdowns, EP.217] 1:17:01
1:17:01
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Today we are breaking down the work management software platform monday.com. Founded in February 2012, today monday.com has a market cap of over $14 billion. The platform has transformed a simple task management tool to a versatile platform serving numerous industries and use cases. I am joined by Ben Hensman , Portfolio Manager of the Global Tech Fund at Square Peg. He takes us through the story of monday.com and how they emerged as a winner amidst plenty of competition. There are critical lessons to be learned from its successful expansion into larger enterprise markets. We cover its impressive financial growth, innovative architectural design, and a move into AI. Please enjoy this breakdown of monday.com. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here . —- 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 to monday.com (00:01:35) The Origin Story of monday.com (00:02:30) Early Growth and Success (00:02:57) Product Flexibility and Customer Use Cases (00:05:14) Transparency, Trust, and Efficiency (00:12:19) Customer Success Stories (00:16:00) Expanding into Larger Enterprises (00:19:12) Innovative Database Architecture (00:24:11) Sales and Go-to-Market Strategies (00:36:14) Partner Program and Sales Models (00:38:46) Net Dollar Retention Trends (00:44:54) AI's Impact on monday.com (00:54:40) Financial Performance and Margins (01:03:22) Market Opportunity and Competitive Landscape (01:07:30) Valuation and Future Prospects (01:12:37) Lessons from monday.com…
This is Zack Fuss. Today, we are breaking down Interactive Brokers, widely recognized as IBKR. Founded in 1978, Interactive Brokers evolved from a market maker on the American Stock Exchange to a global, cutting-edge electronic brokerage firm. Its founder, Thomas Peterffy, remains far and away its largest shareholder and has earned his place as one of the wealthiest people in the world. To break down IBKR, I'm joined by Freddie Lait and Jacopo Di Nardo of Latitude Investment Management. We explore the journey of IBKR from its early days as Timber Hill to its current status as a publicly traded company with a market cap of nearly $80 billion. We also discuss their differentiated tech stack, their global reach, and their famously low fees. Please enjoy this breakdown of Interactive Brokers. Subscribe to 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 Octus, formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world’s leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit octus.com to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle. —- 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 (00:03:41) Overview of Interactive Brokers (00:04:53) Revenue Streams and Business Model (00:06:15) Competitive Landscape and Differentiation (00:08:38) Founder Thomas Peterffy's Story (00:11:31) Payment for Order Flow and Market Access (00:13:41) Automation and Risk Management (00:16:50) Customer Experience and Balance Sheet Strategy (00:26:33) Growth Opportunities and International Expansion (00:34:34) Valuation and Financial Metrics (00:37:28) Risks and Stress Tests (00:42:13) Lessons From IBKR…
This is Zack Fuss. Today we are breaking down Chemed. Chemed represents the union of two seemingly distinct businesses: end-of-life healthcare and plumbing services. As our guest aptly puts it, old houses and old people. The two underlying businesses, VITAS and the widely recognized Roto-Rooter, both offer interesting stories in their own right. The strength of this business has been its intentional and well-executed capital allocation strategy, which has resulted in a 21% EPS CAGR since 2003, a market cap of $8.5 billion, and a net cash balance sheet. On the one hand, you have Vitas Healthcare, a leading provider of end-of-life hospice care in the US founded in 1978. And on the other hand, there's Rotor-Rooter, the iconic plumbing drain cleaning and water cleanup service provider whose roots go all the way back to 1935. So, how did an end-of-life healthcare company and an emergency plumbing business end up under the same corporate umbrella? I'm joined today by Chadd Garcia , a portfolio manager at the Ave Maria Focused Fund. We'll discuss their unique business models, the growth drivers of the businesses, and why Chemed and its management team believe that this unique combination ultimately works for maximizing shareholder value. Please enjoy this Breakdown on Chemed Corporation. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. —- 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 (00:00:12) ChemED's Business Philosophy (00:01:45) History and Evolution of ChemED (00:05:13) Roto-Rooter: Business Breakdown (00:08:19) Vitas: Business Breakdown (00:09:15) Vitas: Business Breakdown (00:13:27) Roto-Rooter: Competitive Landscape (00:20:17) Comparing Roto-Rooter and Vitas (00:21:20) Vitas: Market Dynamics and Growth (00:34:41) Capital Allocation and Future Prospects (00:36:48) Lessons From Creaking Down Chemed…
Today we are breaking down Ecolab, a global sustainability leader offering water, hygiene, and infection prevention solutions that protect people & the resources vital to life. As of this recording, Ecolab has a $66 billion market cap and protects over 36% of the world's packaged food supply and over 44% of the global milk supply. My guest is Todd Wenning , founder of KNA Capital Management, who has a knack for finding interesting businesses. We get into Ecolab's very on-brand origin story, how the business kept that core focus throughout its history, and how it became one of two vendors that any US McDonald's must work with. Please enjoy this Breakdown on Ecolab. Subscribe to 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 Octus, formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world’s leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit octus.com to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle. —- 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 (00:03:24) Founding Story and Early Innovations (00:04:52) Ecolab's Modern Business Segments (00:06:10) Chemical Foundations and Major Acquisitions (00:07:05) Sustainability and Solid Chemical Solutions (00:08:36) Market Opportunities and Challenges (00:10:09) The Nalco Acquisition and Water Solutions (00:15:40) Customer Relationships and Sales Strategy (00:20:29) Economic Sensitivity and Resilience (00:22:34) Financial Performance and Growth Projections (00:24:34) Capital Allocation and M&A Strategy (00:25:58) Competitive Landscape and Market Position (00:28:20) Future Growth Drivers and Water Focus (00:37:18) Valuation and Investor Considerations (00:40:18) Lessons from Breaking Down Ecolab…
Today, we explore the world of tools to break down Snap-on. Snap-on has been around for over 100 years and operates with over a $17 billion market cap. It has continuously evolved the straightforward model of selling tools to specialists, like mechanics, into a durable business model while carving out a leadership position in the professional tools market. My guest is Matt Fleming , portfolio manager at William Blair. Matt gets into what makes Snap-on stand out, the early days of tool innovation, the relationship-focused sales team built around a franchise model, and a financing program that dates back to the very early days. If you've only lived in the world of DeWalt tools, you'll have some fun learning about the professional world through Snap-On. Please enjoy this breakdown of Snap-on. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. —- 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 (00:02:22) Understanding Snap-on's Market and Customers (00:06:19) Snap-on's Rich History and Evolution (00:15:03) The Financial Dynamics of Snap-On's Franchise Model (00:19:42) Snap-on's Competitive Edge and Innovation (00:22:32) Snap-on's Financial Model and Growth Drivers (00:24:28) Breakdown of Tool Industry Segments (00:25:39) Challenges in the Evolving Auto Repair Market (00:28:38) Historical Performance During Economic Downturns (00:30:25) Margin and Cash Flow Analysis (00:34:16) Capital Allocation and Risk Management (00:41:41) Valuation and Market Comparisons (00:44:58) Key Lessons from Snap-on…
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1 Goosehead: Insuring Coverage - [Business Breakdowns, EP.212] 1:09:07
1:09:07
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Today we are breaking down Goosehead Insurance. I always enjoy hearing about how a new entrant has effectively carved out a niche in a world of incumbents and Goosehead fits that billing perfectly. I'm joined by Geoff Collette , founder and PM of Aeon Capital Partners, and he walks us through the story of Goosehead identifying a bottleneck in the home-buying process. We also cover the evolving market, where captives like State Farm and Allstate are leaving opportunities for independent players like Goosehead to provide value. There's a lot to learn from Goosehead and its evolution, with notable themes like technology, the franchising model, and an emphasis on speed. Please enjoy this breakdown on Goosehead Insurance. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Octus , formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world’s leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit octus.com to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle. —- 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 (00:04:26) How Goosehead Attracts Customers (00:05:15) Market Focus and Business Scale (00:06:07) Goosehead's Growth and Key Players (00:08:51) The Founding Story of Goosehead (00:12:28) The Shift from Captive to Independent Agents (00:15:29) Challenges in the Insurance Market (00:19:37) Goosehead's Unique Business Model (00:36:42) Franchising and Corporate Strategy (00:41:00) Operational Challenges and Strategic Adjustments (00:46:28) Financial Performance and Future Prospects (01:00:29) Competitive Landscape and Risks (01:07:40) Valuation and Lessons From Goosehead…
Today, we are breaking down the food catering giant Compass Group. Whether it's your corporate cafeteria, the food stands at a sporting event, or the old hospital food tray, the food services industry is all around you. Compass is the giant in this space, with a history that dates back to the emergence of this outsourced trend. My guest is Asif Jeevanjee , Chief Executive of Oakmount Capital. Asif talks through both the business and the sector. How does the ecosystem work? What do contracts typically look like? And why had I heard of Aramark but not Compass, when Compass is nearly double the size? Here is another example of carving out an effective business model around an essential need product. Please enjoy this breakdown of Compass Group. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. —- 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 (00:01:22) Understanding the Food Service Market (00:05:03) Contract Structures and Retention (00:11:47) The Origin Story of Compass Group (00:17:33) Expansion into the US Market (00:21:34) Sectorization and Market Penetration (00:27:45) Growth Strategies and Pricing (00:29:07) Financial Dynamics and Margins (00:30:41) Procurement and Food Buy (00:35:24) Labor Management and Technology (00:37:55) Impact of Economic Cycles and Covid (00:43:27) Capital Allocation and Valuation (00:51:44) Lessons From Breaking Down Compass (00:54:02) Key Lessons from Compass…
Today we are breaking down EssilorLuxottica, a global leader in the eyewear industry, formed by the merger of Essilor and Luxottica in 2018. Today the business sports a nearly $130 billion market cap. EssilorLuxottica represents a vertically integrated business, encompassing design, manufacturing, distribution, and retail operations across both vision care and eyewear fashion segments. To break down EssilorLuxottica, I am joined by Swetha Ramachandran who manages the Artemis ‘leading consumer brand’ strategy and is co-manager of the ‘global select’ and ‘global focus’ strategies. Swetha analyzes the strategic rationale behind the merger, assessing how it shaped the company's competitive advantages. We discuss the economics of prescription lenses, high-fashion sunglasses, and iconic brands like Ray-Ban and Oakley. We also explore the impact of emerging technologies like Smart Glasses, the Ray-Ban Meta glasses, and evolving consumer preferences on the eyewear market, as well as the competitive impact of upstarts like Warby Parker. Please enjoy this breakdown of EssilorLuxottica. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Octus , formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world’s leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit octus.com to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle. —- 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 (00:04:24) Essilor Luxottica: A Unique Business Model (00:05:08) Market Leadership and Revenue Breakdown (00:08:13) The Merger: Essilor and Luxottica (00:10:18) Financial Performance and Strategic Investments (00:12:22) Challenges and Competitive Landscape (00:18:37) Global Operations and Market Strategy (00:21:04) Innovations and Future Prospects (00:22:36) Financial Analysis and Capital Allocation (00:26:11) Competitive Pressures and Market Position (00:28:47) Geographic Footprint and Strategic Growth (00:30:44) Acquisitions and Strategic Endeavors (00:32:38) Partnerships and Technological Integration (00:35:13) Summary and Key Takeaways (00:41:36) Lessons from EssilorLuxottica…
Today we are breaking down Watsco, the market leader in HVAC distribution with a unique value proposition. If you've ever had an air conditioning issue, there's a decent chance it was a Watsco distributor on the other side of that phone call. My guests today are Lucy Adams , Investment Director at Caledonia Investments, and Alan Murran , Co-Head of Public Companies at Caledonia Investments. Lucy and Alan help track the history of Watsco like the initial pivot from manufacturer to distributor and how Watsco formed relationships with the major OEMs like Carrier. We also dissect their reputation for a strong culture, with what has to be one of the most unique employee compensation plans in effect. Please enjoy this breakdown of Watsco. Subscribe to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- 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 (00:03:34) Watsco's Role in HVAC Distribution (00:04:40) Watsco's Business Model and Services (00:06:42) Real-World Example of Watsco's Impact (00:09:28) Market Position and Competition (00:12:55) Historical Evolution of Watsco (00:15:52) Exclusivity Agreements in HVAC Industry (00:18:05) Residential vs. Commercial Operations (00:21:04) Growth Strategies and M&A Philosophy (00:26:45) Carrier Joint Venture and Future Opportunities (00:29:40) Watsco's Multi-Brand Acquisition Strategy (00:31:34) Gross and Operating Margin Expansion (00:33:24) Pricing Strategies and Market Dynamics (00:35:16) Recurring Revenue and Business Model (00:37:36) Cash Flow Management and Capital Allocation (00:40:52) Technology Adoption and Digital Transformation (00:45:50) Incentive Programs and Ownership Culture (00:50:45) Risks and Competitive Landscape (00:55:02) Lessons from Watsco…
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