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

CompoSecure, Inc. provides financial technology services. The Company offers payment cards, crypto currency and digital asset storage, and security solutions. CompoSecure serves customers worldwide.

<ul><li>Portrait Research offers qualitative attributes to help identify businesses</li><li>Portrait customizes research report generation to assist with framing conversations</li><li>Portrait provides intelligent thesis monitoring by assessing thousands of data points each day for valuable insights</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Portrait Research offers qualitative attributes to help identify businessesPortrait customizes research report generation to assist with framing conversationsPortrait provides intelligent thesis monitoring by assessing thousands of data points each day for valuable insightsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

CompoSecure: Heavy Metal - [Business Breakdowns, EP.232]

Amphenol Corporation designs, manufactures, and markets electrical, electronic and fiber optic connectors, interconnect systems, and coaxial and flat-ribbon cable.  The Company's products are used in a variety of industries, including telephone, wireless, and data communications systems, cable television systems, and commercial and military aerospace electronics.

<ul><li>Portrait Research helps identify businesses that fit specific frameworks</li><li>Customized research reports can be generated using Portrait</li><li>Amphenol is an industrial giant in the business of making connectors, sensors, and interconnect systems for various electronic applications</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Portrait Research helps identify businesses that fit specific frameworksCustomized research reports can be generated using PortraitAmphenol is an industrial giant in the business of making connectors, sensors, and interconnect systems for various electronic applicationsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]

EXOR N.V. is a diversified holding company. The Company brings in finance for the development of its companies, to improve their competitive position and profitability, and maintains a constant dialogue with the top management of the companies in which it invests, while fully respecting their operating autonomy.

<ul><li>Giovanni Agnelli founded the auto company Fiat in 1923 and XOR acquired the Juventus football Club</li><li>Exor, a Dutch holding company controlled by the Agnelli family, has evolved from its Fiat roots to become an investment holding company with assets including Ferrari</li><li>John Elkann, the great-great grandson of Fiat's founder, is now leading Exor and shaping its future, with a focus on alternative asset management at Sangato</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Giovanni Agnelli founded the auto company Fiat in 1923 and XOR acquired the Juventus football ClubExor, a Dutch holding company controlled by the Agnelli family, has evolved from its Fiat roots to become an investment holding company with assets including FerrariJohn Elkann, the great-great grandson of Fiat's founder, is now leading Exor and shaping its future, with a focus on alternative asset management at SangatoThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229]

MercadoLibre, Inc. operates an online trading site for the Latin American markets. The Company's website allows businesses and individuals to list items, conduct sales, and purchases online in either a fixed-price and auction format. MercadoLibre offers classified advertisements for motor vehicles, vessels, aircraft, and real estate, as well as online payment services.

<ul><li>Daniel Wu of BristolMoon Capital discusses Mercado Libre, a company that has evolved from being the "eBay of Latam" to a major e-commerce and fintech player in Latin America.</li><li>Mercado Libre is described as an amalgamation of Amazon Retail and Alipay, with a dominant market share in e-commerce in countries like Brazil, Mexico, and Argentina.</li><li>Founded in 1999 in Buenos Aires by Marcos Galperin and co-founders, Mercado Libre differentiated itself by focusing on sustainable growth strategies instead of chasing rapid user acquisition, allowing it to thrive through economic downturns and emerge as a major player in the region.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Daniel Wu of BristolMoon Capital discusses Mercado Libre, a company that has evolved from being the "eBay of Latam" to a major e-commerce and fintech player in Latin America.Mercado Libre is described as an amalgamation of Amazon Retail and Alipay, with a dominant market share in e-commerce in countries like Brazil, Mexico, and Argentina.Founded in 1999 in Buenos Aires by Marcos Galperin and co-founders, Mercado Libre differentiated itself by focusing on sustainable growth strategies instead of chasing rapid user acquisition, allowing it to thrive through economic downturns and emerge as a major player in the region.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Mercado Libre: E-commerce Empire - [Business Breakdowns, EP.227]

CME Group Inc. operates a derivatives exchange that trades futures contracts and options on futures, interest rates, stock indexes, foreign exchange and commodities.  The Exchange brings together buyers and sellers of derivatives products on its trading floors, electronic trading platform, and through privately negotiated transactions that it clears.

<ul><li>Exchanges like the Chicago Mercantile Exchange serve the crucial function of bringing buyers and sellers together, ensuring transactions are completed smoothly and efficiently.</li><li>Clearinghouses, coordinated by exchanges, play a vital role in finalizing transactions and mitigating risks, acting as a safety net to guarantee trades will settle even if one party defaults.</li><li>CME Group specializes in futures contracts, offering a wide range of products and deep liquidity pools for global benchmark products, making it a leading marketplace for derivatives globally.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Exchanges like the Chicago Mercantile Exchange serve the crucial function of bringing buyers and sellers together, ensuring transactions are completed smoothly and efficiently.Clearinghouses, coordinated by exchanges, play a vital role in finalizing transactions and mitigating risks, acting as a safety net to guarantee trades will settle even if one party defaults.CME Group specializes in futures contracts, offering a wide range of products and deep liquidity pools for global benchmark products, making it a leading marketplace for derivatives globally.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

CME Group: The House Always Wins - [Business Breakdowns, EP.224]

Business Breakdowns
Podcast by Dom Cooke to explore big businesses

CompoSecure: Heavy Metal - [Business Breakdowns, EP.232]

Portrait Research provides qualitative analysis and customized research reports for businesses, while Business Breakdowns features in-depth...

Business Breakdowns

Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]

Portrait Research offers customized research reports and detailed analysis on businesses like Amphenol, highlighting key factors contributing to...

Business Breakdowns

Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229]

The history of XOR, founded by Giovanni Agnelli and transformed under the leadership of John Elkann, is intertwined with Fiat and Juventus Football...

Business Breakdowns

Mercado Libre: E-commerce Empire - [Business Breakdowns, EP.227]

Mercado Libre, founded in 1999 in Buenos Aires, has become the largest e-commerce platform in Latin America, offering services like Mercado Pago...

Business Breakdowns

CME Group: The House Always Wins - [Business Breakdowns, EP.224]

The article discusses the importance of financial exchanges and clearinghouses, with a focus on the Chicago Mercantile Exchange (CME) as the...

Business Breakdowns