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Business Breakdowns

De: Colossus | Investing & Business Podcasts
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  • Resumen

  • 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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Episodios
  • Axon: Stunning The Competition - [Business Breakdowns, EP.175]

    Axon: Stunning The Competition - [Business Breakdowns, EP.175]
    Jul 24 2024
    Today, we are breaking down Axon Enterprise. You may know Axon as the pioneer of the taser. The business has truly evolved over the years and now has expanded into body cams and other supporting tools for law enforcement and the defense industries. Our guest is Danielle Menichella, portfolio manager at Sands Capital Management. Danielle details not just how Axon expanded its product offering but also how it's shifted its business model from pure hardware to a mix of hardware and software. It's very interesting what unique customer dynamics are driving the growth in certain industries, and we get into a lot of that and more on this episode. So please enjoy this Breakdown on Axon. Check out Danielle’s Sands Capital “What Matters Most” podcast episode on Axon. Register for the Business Breakdowns x Founders Conference. 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 Tegus, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. 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. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Follow us on Twitter: @JoinColossus | @ReustleMatt | @domcooke | @zbfuss 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 (00:04:55) Axon's Mission and Product Overview (00:07:28) The Evolution of Taser and Axon (00:10:55) Body Cameras and Market Expansion (00:12:28) Market Opportunity and Customer Segments (00:20:54) AI and Technological Innovations (00:23:53) Subscription Model and Customer Retention (00:29:26) Axon's Flywheel and Market Share (00:30:17) Customer Base and Market Penetration (00:31:55) Growth Engines and Product Penetration (00:34:03) Revenue Growth and Product Adoption (00:36:12) Margin Profile and Investment (00:38:26) Acquisitions and International Opportunities (00:42:54) Valuation and Competitive Landscape (00:45:53) Risks and Public Safety Spending (00:50:24) Key Lessons from Axon
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    53 m
  • Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, EP.174]

    Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, EP.174]
    Jul 17 2024
    Today, we are breaking down Rolls-Royce. A fair warning to those expecting to hear about luxury automobiles, that division was split from this business in the 1970s. But as we discuss the history of Rolls-Royce on this episode, you will hear how the DNA of this company still ties together from its early 1900s origins. Our guest is Graeme Forster from Orbis Investments. Graeme walks us through the core business of Rolls-Royce in the aerospace market, the evolving duopoly of the wide-body aircraft engine manufacturers, and the ups and downs of properly capturing the economic opportunity. I really appreciated Graeme's intellectual honesty in discussing Rolls, and I expect you will, too. Please enjoy this Breakdown on Rolls-Royce Register for the Business Breakdowns x Founders Conference. 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 Tegus, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. 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. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Follow us on Twitter: @JoinColossus | @ReustleMatt | @domcooke | @zbfuss 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 (00:04:54) Overview of Rolls-Royce (00:08:35) History and Evolution of Rolls-Royce (00:10:44) Rolls Royce's Aerospace and Defense Ventures (00:11:57) Challenges and Nationalization (00:14:43) Current Business Segments and Market Position (00:20:57) Service Agreements and Profitability (00:27:41) Engineering Excellence vs. Commercial Strategy (00:31:26) The Aerospace Business Ecosystem (00:33:11) Rolls-Royce's Margin Profile (00:35:13) Challenges and Changes in Management (00:37:28) Cost Structure and Revenue Optimization (00:38:32) Engine Performance and Development (00:40:04) Market Dynamics and Competition (00:49:13) Future of Nuclear Reactors (00:52:46) Capital Allocation and Management (00:56:08) Lessons from breaking down Rolls-Royce
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    56 m
  • Cintas: Rags to Riches - [Business Breakdowns, EP.173]

    Cintas: Rags to Riches - [Business Breakdowns, EP.173]
    Jul 10 2024
    This is Zack Fuss. Today, we are breaking down Cintas Corporation. It is America's largest uniform rental company, and for around $1.50 per worker per day, Cintas will collect, clean, and replace uniforms for organizations in industries such as lodging, hospitality, entertainment, manufacturing, and retail. To help break down Cintas, I am joined by Delian Entchev, a portfolio manager at Aoris Investment Management. The company's origins trace back to the Great Depression, when its founder, who was a circus worker at the time, began a small business to reclaim and clean rags for local factories in Cincinnati, Ohio. Nearly a hundred years later, Cintas is set to approach 10 billion in sales at a 10% five-year CAGR and a 20% operating margin. It remains a family-owned business, with multiple generations of the Farmer family having held leadership roles at the company. Please enjoy this Breakdown of Cintas Corporation. Register for the Business Breakdowns x Founders Conference. 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. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Follow us on Twitter: @JoinColossus | @ReustleMatt | @domcooke | @zbfuss 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 (00:05:52) Overview of Cintas Corporation (00:07:49) Cintas's Business Model and Services (00:14:22) Financial Performance and Market Position (00:15:23) Historical Evolution of Cintas (00:19:14) Economic Model and Customer Engagement (00:21:26) Growth Drivers and Competitive Landscape (00:27:14) Competitive Advantages and Scale (00:32:15) Corporate Culture and Lessons Learned (00:34:29) Challenges and Strategic Adjustments (00:39:40) Future Risks and Opportunities (00:43:25) Capital Allocation and Customer Relationships (00:46:47) Lessons From Breaking Down Cintas
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    46 m
Economía Finanzas Personales
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