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

<ul>
<li>Axon sells a public safety technology ecosystem that includes three main product groups, TASERs, body-worn cameras and other sensors, and evidence software, amongst a host of other software services, including virtual reality training.</li>
<li>Axon's solutions really seek to solve three of the biggest problems facing public safety, too many officers and too many suspects are dying from gunshots.</li>
<li>Axon solves for this is as the monopoly provider of TASERs globally. A TASER can be used as an alternative to firearms to temporarily incapacitate a suspect so that they may be restrained with a much, much lower chance of doing physical harm.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Axon sells a public safety technology ecosystem that includes three main product groups, TASERs, body-worn cameras and other sensors, and evidence software, amongst a host of other software services, including virtual reality training.
Axon's solutions really seek to solve three of the biggest problems facing public safety, too many officers and too many suspects are dying from gunshots.
Axon solves for this is as the monopoly provider of TASERs globally. A TASER can be used as an alternative to firearms to temporarily incapacitate a suspect so that they may be restrained with a much, much lower chance of doing physical harm.

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

Axon: Stunning The Competition - [Business Breakdowns, EP.175]

US-EU Index Rebalances / Quantitative Researcher, Ortex

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

Ortex

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/arm-holdings-inc" target="_blank" data-smartkarma-citation="entities:21816:1" rel="noopener">ARM Holdings (ARM US)</a> has secured a place in the index and is no longer a deletion candidate thanks to the recent methodology changes.</li>
<li>
<a href="https://www.smartkarma.com/entities/applovin-corp" target="_blank" data-smartkarma-citation="entities:32989:1" rel="noopener">AppLovin (APP US)</a> and <a href="https://www.smartkarma.com/entities/microstrategy-inc-cl-a" target="_blank" data-smartkarma-citation="entities:14717:1" rel="noopener">Microstrategy Inc Cl A (MSTR US)</a> are the main candidates for direct addition following their recent stock price surge.</li>
<li>
<a href="https://www.smartkarma.com/entities/dollar-tree-inc" target="_blank" data-smartkarma-citation="entities:10913:1" rel="noopener">Dollar Tree Inc (DLTR US)</a> is the favorable candidate for direct deletion in December with an additional but negligible probability of fast-exit in November.</li>
</ul>



ARM Holdings (ARM US) has secured a place in the index and is no longer a deletion candidate thanks to the recent methodology changes.

AppLovin (APP US) and Microstrategy Inc Cl A (MSTR US) are the main candidates for direct addition following their recent stock price surge.

Dollar Tree Inc (DLTR US) is the favorable candidate for direct deletion in December with an additional but negligible probability of fast-exit in November.


Nasdaq100 December 2024 Forecasts (Part 2): APP & MSTR Poised for Entry; DLTR & SMCI Set for Exit

Global Special Situations

Charles Nave

The tragic events in Orlando have many people in the USA and around the world asking a lot of questions. These are exactly the same questions asked every couple of months and it’s honestly tiring. How many of these incidents does it take for both sides of government to unite – independent of the NRA – and make a meaningful impact? The sad fact is, meaningful, impactful change is likely to never happen in the short term, medium term or long term (or I've concluded during my lifetime).  As hard as it is to say, these events create the ideal environment for gun demand, which is great for the likes of Sturm Ruger (RGR US) and Smith &amp; Wesson (SWHC US).

The tragic events in Orlando have many people in the USA and around the world asking a lot of questions. These are exactly the same questions asked every couple of months and it’s honestly tiring. How many of these incidents does it take for both sides of government to unite – independent of the NRA – and make a meaningful impact? The sad fact is, meaningful, impactful change is likely to never happen in the short term, medium term or long term (or I've concluded during my lifetime).  As hard as it is to say, these events create the ideal environment for gun demand, which is great for the likes of Sturm Ruger (RGR US) and Smith &amp; Wesson (SWHC US).

Mass Shootings Are (I'm Afraid) A Boon for Gun Producers

United States

Axon Enterprise, Inc. is a public safety technology company. The Company offers law enforcement, military, and self defense solutions. Axon Enterprise serves customers worldwide.

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Axon Enterprise (AXON US)

Axon: Stunning The Competition - [Business Breakdowns, EP.175]

Axon is the pioneer of the taser and the business has evolved over the years and now expanded into body cams and other supporting tools for law...

Business Breakdowns

Nasdaq100 December 2024 Forecasts (Part 2): APP & MSTR Poised for Entry; DLTR & SMCI Set for Exit

Fast-Exit has been announced and will be implemented for DLTR at the close of 15 November 2024 where the stock will be deleted from Nasdaq100 and...

Dimitris Ioannidis

Mass Shootings Are (I'm Afraid) A Boon for Gun Producers

The tragic events in Orlando have many people in the USA and around the world asking a lot of questions. These are exactly the same questions asked...

Charles Nave

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