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.

Thematic (Sector/Industry)

<ul><li>In 2023, the global private credit market topped $2.1 trillion in assets and committed capital.</li><li>And for a market that really emerged in the nineties, that growth is enough to warrant the attention that private credit receives.</li><li>But rather than having the blanket statements like private credit is an emerging bubble, we wanted to explore the various segments of private credit, ask simple questions like where is this growth coming from?</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

In 2023, the global private credit market topped $2.1 trillion in assets and committed capital.And for a market that really emerged in the nineties, that growth is enough to warrant the attention that private credit receives.But rather than having the blanket statements like private credit is an emerging bubble, we wanted to explore the various segments of private credit, ask simple questions like where is this growth coming from?This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Evolution of Private Credit - [Business Breakdowns, EP.163]

<ul><li>The supply and demand dynamics of private credit</li><li>The history of the private credit markets</li><li>Differentiation versus traditional solutions, and even differentiation within its own subsegment</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The supply and demand dynamics of private creditThe history of the private credit marketsDifferentiation versus traditional solutions, and even differentiation within its own subsegmentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Evolution of Private Credit: Part 2 - [Business Breakdowns, EP.164]

Equity Bottom-Up

British American Tobacco  / Equity Bottom-Up

British American Tobacco P.L.C. operates as a holding company for a group of companies that manufactures, markets, and sells cigarettes and other tobacco products including cigars and roll-your-own tobacco.

<ul><li>Business Breakdowns podcast covers British American Tobacco with guest Evan Tindall</li><li>British American Tobacco primarily sells tobacco, with significant presence in the US, Europe, and Asia</li><li>Company's profits are more weighted towards the US market</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 podcast covers British American Tobacco with guest Evan TindallBritish American Tobacco primarily sells tobacco, with significant presence in the US, Europe, and AsiaCompany's profits are more weighted towards the US marketThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

British American Tobacco: Clearing the Air - [Business Breakdowns, EP.162]

Winmark Corporation develops, franchises, and operates value-oriented retail concepts for stores that buy, sell, trade, and consign used and new merchandise. The Company's stores operate under various names, including Play It Again Sports, Once Upon A Child, Music Go Round, and Plato's Closet.

<ul><li>Winmark operates five resale brands through a franchising model, including Plato's Closet and Play It Again Sports</li><li>The company's focus is on providing access to quality used products at value pricing, contributing to the circular economy</li><li>CEO Brett Heface discusses the dynamics of managing the brands, growth strategies, and the company's mission to provide resale for everyone</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Winmark operates five resale brands through a franchising model, including Plato's Closet and Play It Again SportsThe company's focus is on providing access to quality used products at value pricing, contributing to the circular economyCEO Brett Heface discusses the dynamics of managing the brands, growth strategies, and the company's mission to provide resale for everyoneThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Winmark: Resale at Scale - [Business Breakdowns, EP.159]

D.R. Horton, Inc. constructs and sells single-family homes designed primarily for the entry-level and move-up markets.  The Company operates in the Midwest, Mid-Atlantic, Southeast, Southwest, and Western regions of the United States. D.R. Horton also, through its financial services operations, provide mortgage financing and title agency services to homebuyers.

<ul><li>Ed Wachenheim, founder of Greenhaven Capital, discusses his experience in the homebuilding industry since the 1980s</li><li>Ed shares insights on the evolution of the homebuilding business model and his investment approach</li><li>Early investment in US Home led to a deep dive into the industry, identifying growth opportunities and the impact of market crises.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ed Wachenheim, founder of Greenhaven Capital, discusses his experience in the homebuilding industry since the 1980sEd shares insights on the evolution of the homebuilding business model and his investment approachEarly investment in US Home led to a deep dive into the industry, identifying growth opportunities and the impact of market crises.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

D.R. Horton: Building a New Model - [Business Breakdowns, EP.154]

Business Breakdowns
Podcast by Dom Cooke to explore big businesses

The Evolution of Private Credit - [Business Breakdowns, EP.163]

Attended David's event in March 2024, met four new people, and learned about opportunities that can arise from forming relationships at events,...

Business Breakdowns

The Evolution of Private Credit: Part 2 - [Business Breakdowns, EP.164]

The supply and demand dynamics of private credit, where the public markets have played a role, and where regulatory markets have played a role.

Business Breakdowns

British American Tobacco: Clearing the Air - [Business Breakdowns, EP.162]

Business Breakdowns podcast covers British American Tobacco with guest Evan Tindall. British American Tobacco primarily sells tobacco, with...

Business Breakdowns

Winmark: Resale at Scale - [Business Breakdowns, EP.159]

Winmark, a company offering a 5.1% APY on cash, operates five resale brands through a franchising model with a mission to reduce waste by providing...

Business Breakdowns

D.R. Horton: Building a New Model - [Business Breakdowns, EP.154]

The podcast episode featuring Ed Wachenheim delves into the history, business model, and competitive advantages of Dr. Horton and homebuilders,...

Business Breakdowns