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]

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]