Business Breakdowns

By: Colossus | Investing & Business Podcasts
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  • Summary

  • 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.
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Economics Personal Finance
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Episodes
  • FilterBuy: Fresh Air - [Business Breakdowns, EP.197]

    FilterBuy: Fresh Air - [Business Breakdowns, EP.197]
    Dec 23 2024
    Today we‘re breaking down FilterBuy. From time to time, I come across a compelling founder who is willing to cover everything about their business and David Heacock, founder of FilterBuy, is exactly that. We explored the psychology of David's transition from Goldman options trader to starting an air filter business in Alabama just over 10 years ago. Since then, the business has grown into something that generates over $250 million in revenue as of today, 2024. We discussed the economics of air filters, and David shared a great story about how he found this specific market and what makes it so unique. We also discussed various business considerations, like manufacturing location, logistics handling, and direct-to-consumer versus big box. It's really hard not to be inspired after listening to David. Please enjoy this breakdown of FilterBuy. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:04:52) Meet David Heacock: From Goldman Sachs to FilterBuy (00:06:36) The Journey of Entrepreneurship (00:12:27) The Economics of Air Filters (00:18:15) Challenges in Manufacturing (00:23:25) Building a Team and Scaling Up (00:26:51) Logistics and Cost Efficiency (00:30:23) Challenges with FBA Fees (00:31:43) Sales and Competitive Dynamics (00:32:04) Residential vs. Commercial Air Filtration (00:33:16) Retail Strategy and Market Expansion (00:37:22) Building a Brand and Logistics (00:38:09) Importance of Delivery Speed (00:39:29) Navigating Big Box Retailers (00:42:50) Vision for the Future (00:51:34) Lessons Learned from FilterBuy
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    51 mins
  • Inditex: Fast Fashion - [Business Breakdowns, EP.196]

    Inditex: Fast Fashion - [Business Breakdowns, EP.196]
    Dec 18 2024
    Today we are covering the world of fast fashion. If you don't know the name Inditex, you certainly know Zara, the core business inside Inditex. My guest, Alistair Wittet, recently launched Aecus Partners, an equity boutique specializing in European and global equities, and has followed Inditex for decades. He gets into how the company pivoted its business over the years from the initial store expansion, the e-commerce evolution, and what has allowed Inditex to succeed where other fast fashion peers have struggled. There are so many interesting themes here: success in no-growth industries, the power of thoughtful vertical integration, decentralized decision-making, and corporate pivots. Please enjoy this Breakdown of Inditex. Founders Podcast - #372 Amancio Ortega For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by Public: Invest in stocks, bonds, options, crypto, and more in one place. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.7%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [9/05/2024]. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:06:52) Overview of Inditex and Zara (00:09:46) The Fast Fashion Model (00:14:27) Origins and Expansion of Inditex (00:17:22) Navigating Financial Crises and E-commerce (00:22:30) Supply Chain and Inventory Management (00:24:32) Revenue and Growth Dynamics (00:29:48) Margin and Cost Structure (00:35:35) Inditex's Financial Management Strategies (00:36:20) Impact of COVID-19 on Inditex's Margins (00:37:13) Free Cash Flow and Inventory Management (00:39:43) Competitive Landscape: H&M and Shein (00:42:57) The Role of Culture in Inditex's Success (00:54:51) Sustainability and ESG Concerns (00:58:43) Investment Insights and Risks (01:00:40) Key Lessons from Inditex
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    58 mins
  • Alternative Lending in Real Estate - [Business Breakdowns, EP.195]

    Alternative Lending in Real Estate - [Business Breakdowns, EP.195]
    Dec 11 2024
    Today we are breaking down commercial real estate lending with Josh Zegen, co-founder and managing principal of Madison Realty Capital. Josh and his team at Madison launched in 2004 and evolved from a hard money lender when there really was no alternative industry called commercial real estate lending. They've developed into a single-source capital provider today with more than $21 billion in AUM. Josh gets into great detail here about how it's not an all-or-nothing story when it comes to real estate. We covered some of the basics on construction loans, the life cycle of capital, and new developments. Then, we get into some of the current market dynamics, post-COVID interest rates, post-SVB, and much, much more. Please enjoy this Breakdown of commercial real estate lending. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by Public: Invest in stocks, bonds, options, crypto, and more in one place. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.7%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [9/05/2024]. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. – This episode is brought to you by EightSleep, the temperature-controlled mattress cover that heats or cools your mattress to transform your sleep. The Pod 4 Ultra is the new gold standard in intelligent sleep systems. It can be added to your current mattress like a fitted sheet and is been clinically proven to give you up to an hour more quality of sleep every night. The cooling capability can cool your side of the bed to 20 degrees below room temperature, all managed by the pod's autopilot feature, which adjusts the temperature throughout the night. This holiday season go to eightsleep.com/breakdowns and use code JOYS for up to $600 off the Pod 4 Ultra when bundled. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:05:22) Starting Madison Realty Capital (00:06:44) Evolution of the Lending Market (00:10:08) Construction Lending Dynamics (00:15:36) Risk Management and Portfolio Strategy (00:18:49) Leveraging Private Credit (00:30:31) Portfolio Management and Challenges (00:33:32) COVID-19's Impact on Real Estate Projects (00:34:49) Strategies for Loan Workouts (00:37:38) Post-COVID Market Dynamics (00:39:45) Opportunities in Loan Purchases (00:42:53) Sector-Specific Real Estate Insights (00:49:27) Impact of Work Schedules on Real Estate (00:51:22) Interest Rates and Market Impact (00:55:45) Future Opportunities and Market Trends
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    1 hr and 2 mins

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