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

Rolls-Royce Holdings PLC manufactures aero, marine and industrial gas turbines for civil and military aircraft. The Group designs, constructs and installs power generation systems, transmission and distribution systems, and equipment for the marine propulsion, oil and gas pumping, and defense markets.

<ul><li>Rolls Royce is a British company known for its power business, mainly converting stored energy into kinetic energy through big engines such as airplane engines. </li><li>The company's core business is in civil aerospace, with a focus on engineering excellence and a history dating back to the early 1900s. </li><li>The publicly traded entity of Rolls Royce Holdings focuses on the aerospace market, specifically in the production of airplane engines for large commercial planes and business.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Rolls Royce is a British company known for its power business, mainly converting stored energy into kinetic energy through big engines such as airplane engines. The company's core business is in civil aerospace, with a focus on engineering excellence and a history dating back to the early 1900s. The publicly traded entity of Rolls Royce Holdings focuses on the aerospace market, specifically in the production of airplane engines for large commercial planes and business.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, EP.174]

Mineral Resources Ltd. offers contract crushing services to the mining industry in Australia.  The Company serves gold, iron ore, tantalum, and coal companies.

<ul><li>Mineral Resources is a founder-led diversified infrastructure and mining business that has seen significant growth since its IPO.</li><li>The business is divided into two segments, with the infrastructure business, "Infraco," playing a crucial role in the company's success.</li><li>The company's CEO believes they are just getting started and can grow to many multiples of their current size.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Mineral Resources is a founder-led diversified infrastructure and mining business that has seen significant growth since its IPO.The business is divided into two segments, with the infrastructure business, "Infraco," playing a crucial role in the company's success.The company's CEO believes they are just getting started and can grow to many multiples of their current size.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Mineral Resources: Unearthing Value - [Business Breakdowns, EP.172]

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]

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]

Business Breakdowns
Podcast by Dom Cooke to explore big businesses

Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, EP.174]

Public.com is sponsoring an event co-hosted by Matt Russell and David Senra, featuring discussions on companies like Rolls Royce and offering...

Business Breakdowns

Mineral Resources: Unearthing Value - [Business Breakdowns, EP.172]

Limited size event focused on fostering relationships with emphasis on smaller breakouts and one-on-one conversations, featuring Fraser Christie...

Business Breakdowns

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