Podcast by Dom Cooke to explore big businesses, Business Breakdowns

Business Breakdowns

Podcast by Dom Cooke to explore big businesses

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.

Equity Bottom-Up

Doximity, Inc. develops an online healthcare resource and interactive platform. The Company cloud-based platform which enables its members to collaborate with their colleagues, securely coordinate patient care, and conducts virtual patient visits. Doximity serves customers in the United States.

<ul><li>Business Breakdowns is a series diving deep into a single business</li><li>Doximity is a B2B media business for medical professionals</li><li>Community engine, social network, and tools make life easier for medical professionals</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Business Breakdowns is a series diving deep into a single businessDoximity is a B2B media business for medical professionalsCommunity engine, social network, and tools make life easier for medical professionalsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236]

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Commodities

Gold is a chemical element with the symbol Au (from Latin: aurum) and the atomic number 79. In its purest form, it is a bright, slightly reddish yellow, dense, soft, malleable and ductile metal. Chemically, gold is a transition metal and a group 11 element. It is one of the least reactive chemical elements, and is solid under standard conditions. The metal therefore occurs often in free elemental (native) form, as nuggets or grains, in rocks, in veins and in alluvial deposits. It occurs in a solid solution series with the native element silver (as electrum) and also naturally alloyed with copper and palladium. Less commonly, it occurs in minerals as gold compounds, often with tellurium (gold tellurides).

<ul><li>Precious metals sub index has surged by 62% year to date, base metals are up 11%, oil has declined by 16%, and agricultural livestock index has been flat</li><li>Forecasting broadly flat returns for 2026, with declines in energy offset by price increases in metals and agriculture</li><li>Gold price expected to rise to $5,000 per ounce by end of 2026, driven by supply inelasticity, central bank demand, and investor inflows</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Precious metals sub index has surged by 62% year to date, base metals are up 11%, oil has declined by 16%, and agricultural livestock index has been flatForecasting broadly flat returns for 2026, with declines in energy offset by price increases in metals and agricultureGold price expected to rise to $5,000 per ounce by end of 2026, driven by supply inelasticity, central bank demand, and investor inflowsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: 2026 Outlook – Supply-driven crocodile cycle

Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

<ul><li>Central banks have been buying gold since after the GFC to diversify from US Dollars, underpinning the market with tightness</li><li>Gold bull markets have been influenced by periods of conflict and economic stability, with central banks playing a significant role in influencing the price</li><li>The second gold bull market starting around 2000 saw the gold industry aggressively buying back their hedges, pushing the price up alongside central bank buying and market forces</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Central banks have been buying gold since after the GFC to diversify from US Dollars, underpinning the market with tightnessGold bull markets have been influenced by periods of conflict and economic stability, with central banks playing a significant role in influencing the priceThe second gold bull market starting around 2000 saw the gold industry aggressively buying back their hedges, pushing the price up alongside central bank buying and market forcesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Why The Mining Boom is Just Beginning (Hedley Widdup)

Podcast of business and financial stories, Behind the Money

Behind the Money

Podcast of business and financial stories

From hostile takeovers to C-suite intrigue, Behind the Money takes you inside the business and financial stories of the moment with reporting from Financial Times journalists around the world.

Southwest Airlines Co. is a domestic airline that provides primarily short-haul, high-frequency, point-to-point service.  The Company offers flights throughout the United States.

<ul><li>Southwest Airlines was founded in 1966 by Herb Kelleher and Rollin King in San Antonio, Texas based on the idea of creating a triangle route between Dallas, San Antonio, and Houston.</li><li>Southwest Airlines was able to avoid federal regulation by operating solely within the state of Texas and establishing a profitable business model with consistent profitability.</li><li>Southwest Airlines revolutionized the airline industry by offering affordable and convenient flights within Texas, challenging the traditional business model of major airlines and achieving long-term success.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Southwest Airlines was founded in 1966 by Herb Kelleher and Rollin King in San Antonio, Texas based on the idea of creating a triangle route between Dallas, San Antonio, and Houston.Southwest Airlines was able to avoid federal regulation by operating solely within the state of Texas and establishing a profitable business model with consistent profitability.Southwest Airlines revolutionized the airline industry by offering affordable and convenient flights within Texas, challenging the traditional business model of major airlines and achieving long-term success.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Business History: The Secret of Southwest’s Success

Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

AT&T Inc. is a communications holding company. The Company, through its subsidiaries and affiliates, provides local and long-distance phone service, wireless and data communications, Internet access and messaging, IP-based and satellite television, security services, telecommunications equipment, and directory advertising and publishing.

<ul><li>Deregulation of communication technologies is leading to intermodal competition and a reordering of assets in the industry.</li><li>Telecom sector is lagging behind big tech stocks, but AI-driven growth in data usage presents a unique opportunity for growth.</li><li>AT&amp;T's decision to divest its content business was necessary to focus on its core business of connectivity and meet customer demands for a high-quality product.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Deregulation of communication technologies is leading to intermodal competition and a reordering of assets in the industry.Telecom sector is lagging behind big tech stocks, but AI-driven growth in data usage presents a unique opportunity for growth.AT&amp;T's decision to divest its content business was necessary to focus on its core business of connectivity and meet customer demands for a high-quality product.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AT&T CEO: Connecting the Future, Embracing AI and Driving Cultural Change

Collection of Aggregated Podcasts on Smartkarma

Podcasts
Collection of Aggregated Podcasts on Smartkarma

Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236]

Portrait Research provides qualitative analysis and custom research reports for businesses, with a focus on Doximity, a B2B media platform for...

Business Breakdowns

Global Commodities: 2026 Outlook – Supply-driven crocodile cycle

The precious metals sub index has experienced a significant increase, with gold price expected to reach $5,000 per ounce by the end of 2026, while...

At Any Rate

Why The Mining Boom is Just Beginning (Hedley Widdup)

Central banks purchasing gold as a diversification strategy has historically influenced gold prices and tightens the market, contributing to the...

Money of Mine

Business History: The Secret of Southwest’s Success

Southwest Airlines was founded in 1966 with a simple triangle drawn on a cocktail napkin, focusing on low-cost flights within Texas to avoid...

Behind the Money

AT&T CEO: Connecting the Future, Embracing AI and Driving Cultural Change

- Deregulation, asset reordering, increasing data traffic, AI growth, infrastructure profitability, consumer switching behavior, customer...

In Good Company with Nicolai Tangen