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

Opendoor Technologies Inc. provides digital platform for residential real estates. The Company develops service model for real estate buying and selling on a mobile device. Opendoor Technologies serves customers in the United States.

<ul><li>Kaz Najation, CEO of Open Door, discusses the company's strong execution and growth</li><li>Open Door became EBITDA positive in April 2026 and aims to be adjusted net income positive by the end of the year</li><li>Kaz reflects on the structural shape of the company, its underlying models, and opportunities for growth</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Kaz Najation, CEO of Open Door, discusses the company's strong execution and growthOpen Door became EBITDA positive in April 2026 and aims to be adjusted net income positive by the end of the yearKaz reflects on the structural shape of the company, its underlying models, and opportunities for growthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Opendoor: Q1 2026 Earnings - [Business Breakdowns, EP.245]

PriceSmart, Inc. owns and manages international merchandising businesses. The Company licenses and owns membership stores using the trade name PriceSmart and PriceCostco. PriceSmart's international market consists of Latin America and Asia. The Company also operates domestic merchandising programs, including its Auto Referral Program and its Travel Program.

<ul>
<li>Business Breakdowns explores history, business models, and competitive advantages of businesses</li>
<li>Host Matt Russell discusses Price Smart, linked to founder Saul Price</li>
<li>Price Smart is similar to Costco but operates abroad</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 explores history, business models, and competitive advantages of businesses
Host Matt Russell discusses Price Smart, linked to founder Saul Price
Price Smart is similar to Costco but operates abroad

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

PriceSmart: Central America’s Costco - [Business Breakdowns, EP.244]

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]