Business Breakdowns (@bizbreakdowns) / X

Business Breakdowns

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Business Breakdowns

@bizbreakdowns

Official account of the Business Breakdowns Podcast. Diving deep into a single business and finding the key lessons for investors and operators. @colossusmag

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Joined April 2021

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Business Breakdowns
@bizbreakdowns
May 8
Today's episode is a unique one. Shortly after @Opendoor reported earnings, @ReustleMatt spoke with CEO @nejatian for a breakdown of $OPEN. We talk about the quarter in the context of Opendoor's turnaround, including Kaz's view of the business as a market maker, the priorities
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Business Breakdowns
@bizbreakdowns
Oct 14, 2021
In April, we launched Business Breakdowns to dive deep into a single company with investors and operators that know it best. 30 businesses in, let’s recap what we’ve found.
Business Breakdowns
@bizbreakdowns
Nov 23, 2021
We started creating Breakdowns last fall. We tried and failed 20 times before recording one that we were proud to publish. This morning, we passed through one million downloads. Thank you to everyone who has listened to one of our Breakdowns, it means everything.
Business Breakdowns
@bizbreakdowns
Apr 7, 2022
One year of Business Breakdowns. 53 companies down, thousands to go. So many lessons. Learn them all @ joincolossus.com/episodes?prod-…
Business Breakdowns
@bizbreakdowns
Jul 14, 2023
Wired called it “The $150M Machine Keeping Moore’s Law Alive.” Meet ASML’s EUV Machine - one of humanity’s greatest engineering feats. It took 17 years and €6B to develop and can print 20,000 transistors on an area the width of a human hair. Here is how it works: 1/ 50,000
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Business Breakdowns
@bizbreakdowns
Dec 21, 2022
Breakdowns inventory check. 89 done. 1000s to go.
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Business Breakdowns
@bizbreakdowns
Sep 13, 2023
Would this interest you in a business? - 15% revenue CAGR for 30 years - 100x return since IPO - Family run Welcome to Kingspan, a building materials business born out of Ireland that makes the best insulated panels in the world. You'll find their work in Apple's
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Business Breakdowns
@bizbreakdowns
Feb 22, 2023
Ryanair market share in Europe: 2004: ~4% 2008: ~8% 2023: ~16%
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Business Breakdowns
@bizbreakdowns
Jul 5, 2023
Last week we looked at ASML. Today we explore Applied Materials. Despite being the two biggest equipment makers in the semiconductor industry, they don't really compete with each other. ASML is the clear leader in lithography equipment. Applied Materials product range is far,
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Business Breakdowns
@bizbreakdowns
Jun 28, 2023
We have covered 117 companies on Business Breakdowns. One of our favorites? Rolex. Here are three fascinating anecdotes about the legendary watchmaker: 1/ Rolex goes to incredible lengths to hide the scale of its operations. From the outside, their facility in Geneva looks
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Business Breakdowns
@bizbreakdowns
Nov 15, 2023
The scale of The Coca-Cola Company is hard to comprehend. 1. They sell 2.2 billion servings every day. 2. The sell in every country around the world, except for Cuba and North Korea. 3. They own 26 individual billion dollar brands.
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Business Breakdowns
@bizbreakdowns
Aug 17, 2022
No episode today so a chance to recap our Breakdowns so far this year. Old, new, big, small, thriving, surviving. They cover the whole spectrum.
Business Breakdowns
@bizbreakdowns
Feb 16, 2023
Today, we break down Constellation Software. Radically decentralized, singular founder, gold standard comp plan, incredible returns, the list of reasons to study this biz goes on. @zbfuss and Chris Cerrone of Akre Capital Management explain it in detail. joincolossus.com/episodes/23981…
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Business Breakdowns
@bizbreakdowns
Mar 13, 2024
Legendary investor Ed Wachenheim succinctly explains why the U.S. homebuilding industry is attractive. "It will take 20 years to build the number of homes we need."
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