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

Industria De Diseno Textil SA / Equity Bottom-Up

<ul><li>Inditex's success in fast fashion industry is attributed to vertical integration and decentralized decision making</li><li>Alistair Whittet from Acus Partners discusses Inditex's pivots and success in the fast fashion industry</li><li>Inditex's vertical integration and decentralized decision-making have been crucial to their success</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Inditex's success in fast fashion industry is attributed to vertical integration and decentralized decision makingAlistair Whittet from Acus Partners discusses Inditex's pivots and success in the fast fashion industryInditex's vertical integration and decentralized decision-making have been crucial to their successThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Inditex: Fast Fashion - [Business Breakdowns, EP.196]

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>Bangladesh's garment industry grapples with a 14% export dip, prompting worker unrest over wage discrepancies.</li>
<li>Efforts by a wage board fall short as workers advocate for a Tk25,000 minimum, seeking fair compensation.</li>
<li>Economic turbulence looms as 3,500 factories, constituting 85% of exports, confront closure amid widespread unrest.</li>
</ul>


Bangladesh's garment industry grapples with a 14% export dip, prompting worker unrest over wage discrepancies.
Efforts by a wage board fall short as workers advocate for a Tk25,000 minimum, seeking fair compensation.
Economic turbulence looms as 3,500 factories, constituting 85% of exports, confront closure amid widespread unrest.


Beyond Fashion: Unraveling Bangladesh's Garment Industry Challenges

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/deutsche-post-ag" target="_blank" data-smartkarma-citation="entities:21608:1" rel="noopener">Deutsche Post (DHL GR)</a> and <a href="https://www.smartkarma.com/entities/reckitt-benckiser-group-plc" target="_blank" data-smartkarma-citation="entities:22105:1" rel="noopener">Reckitt Benckiser (RKT LN)</a> are the top two candidates for deletion with 7-9% below the exit threshold. Forecasted supply is $200m and 2 ADV.</li>
<li>
<a href="https://www.smartkarma.com/entities/intesa-sanpaolo-spa" target="_blank" data-smartkarma-citation="entities:21200:1" rel="noopener">Intesa Sanpaolo (ISP IM)</a> and <a href="https://www.smartkarma.com/entities/london-stock-exchange-group" target="_blank" data-smartkarma-citation="entities:22034:1" rel="noopener">London Stock Exchange (LSEG LN)</a> are the top two candidates for addition by replacement. Forecasted demand is $330m and 1-2 ADV.</li>
<li>
<a href="https://www.smartkarma.com/entities/banco-bilbao-vizcaya-argentari" target="_blank" data-smartkarma-citation="entities:21251:1" rel="noopener"></a>The highest ranked between <a href="https://www.smartkarma.com/entities/banco-bilbao-vizcaya-argentari" target="_blank" data-smartkarma-citation="entities:21251:1" rel="noopener">Banco Bilbao Vizcaya Argentaria (BBVA SM)</a> and <a href="https://www.smartkarma.com/entities/industria-de-diseno-textil-sa" target="_blank" data-smartkarma-citation="entities:21278:1" rel="noopener">Industria De Diseno Textil (ITX SM)</a> could become the third addition, conditional on the deletion of <a href="https://www.smartkarma.com/entities/basf-se" target="_blank" data-smartkarma-citation="entities:21585:1" rel="noopener">BASF (BAS GR)</a>.</li>
</ul>



Deutsche Post (DHL GR) and Reckitt Benckiser (RKT LN) are the top two candidates for deletion with 7-9% below the exit threshold. Forecasted supply is $200m and 2 ADV.

Intesa Sanpaolo (ISP IM) and London Stock Exchange (LSEG LN) are the top two candidates for addition by replacement. Forecasted demand is $330m and 1-2 ADV.

The highest ranked between Banco Bilbao Vizcaya Argentaria (BBVA SM) and Industria De Diseno Textil (ITX SM) could become the third addition, conditional on the deletion of BASF (BAS GR).


STOXX Europe 50: DHL's $200M Departure, ISP and LSEG Deliver Instead

Equity Research Focusing on the Consumer Sector, Small Cap Consumer Research

Small Cap Consumer Research

Equity Research Focusing on the Consumer Sector

Small Cap Consumer Research, LLC is a leading company-sponsored equity research provider focusing on the consumer sector (apparel, brand licensing and specialty retailing segments).

<ul><li>We are reiterating our Buy rating, $3 price target and projections for Vince Holding after visiting stores in Connecticut, Long Island and New Jersey.</li><li>We believe Vince continues to shine with strong offerings, from key event/gala driven looks, cold weather items, further expansion of men's and accessories and a Pre-Spring collection for the vacation and "snowbird" buyer.</li><li>Further, the Black Friday event was a winner, driving traffic and offering compelling savings at 25% off most of the store.</li></ul>

We are reiterating our Buy rating, $3 price target and projections for Vince Holding after visiting stores in Connecticut, Long Island and New Jersey.We believe Vince continues to shine with strong offerings, from key event/gala driven looks, cold weather items, further expansion of men's and accessories and a Pre-Spring collection for the vacation and "snowbird" buyer.Further, the Black Friday event was a winner, driving traffic and offering compelling savings at 25% off most of the store.

Pvh Corp - VNCE: Snapping the Store: Cold Weather Winner: Reiterate Buy, $3 PT

Abercrombie & Fitch Co Cl A / Equity Bottom-Up

<ul><li>We are reiterating our Buy rating, $30 price target and projections after meeting with a.k.a. Brand management.</li><li>We believe, with new Princess Polly stores rolling out, continued expansion with key partners such as Nordstrom, the rising potential for Petal & Pup as a lifestyle brand and the key shifts at Culture Kings, a.k.a. is on the cusp of material positives, which we believe will become increasingly visible to investors and position the company for higher recognition and a stronger capital base.</li><li>As such, we believe a.k.a. Brands is positioned for a highly positive 2025 and beyond, and we are reiterating our Buy rating and $30 price target for AKA.</li></ul>

We are reiterating our Buy rating, $30 price target and projections after meeting with a.k.a. Brand management.We believe, with new Princess Polly stores rolling out, continued expansion with key partners such as Nordstrom, the rising potential for Petal & Pup as a lifestyle brand and the key shifts at Culture Kings, a.k.a. is on the cusp of material positives, which we believe will become increasingly visible to investors and position the company for higher recognition and a stronger capital base.As such, we believe a.k.a. Brands is positioned for a highly positive 2025 and beyond, and we are reiterating our Buy rating and $30 price target for AKA.

AKA: Management Meetings Confirm AKA at Inflection Point; Reiterate Buy, $30 PT

Spain

Industria de Diseno Textil, S.A. designs, manufactures, and distributes apparel.  The Company operates retail chains in Europe, the Americas, Asia, and Africa.

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Industria De Diseno Textil SA (ITX SM)

Inditex: Fast Fashion - [Business Breakdowns, EP.196]

Inditex's success in fast fashion industry is attributed to vertical integration and decentralized decision making Alistair Whittet from Acus...

Business Breakdowns

Beyond Fashion: Unraveling Bangladesh's Garment Industry Challenges

Sheikh Hasina Resignation, Army chief Waker-Uz-Zaman's new interim government formation -After a meeting of senior military and political leaders...

Nimish Maheshwari

STOXX Europe 50: DHL's $200M Departure, ISP and LSEG Deliver Instead

SX5P September 2024 Announcement: LSEG and ISP were the announced additions. DHL and RKT were the announced deletions. SX5E September 2024...

Dimitris Ioannidis

Pvh Corp - VNCE: Snapping the Store: Cold Weather Winner: Reiterate Buy, $3 PT

We are reiterating our Buy rating, $3 price target and projections for Vince Holding after visiting stores in Connecticut, Long Island and New...

Small Cap Consumer Research

AKA: Management Meetings Confirm AKA at Inflection Point; Reiterate Buy, $30 PT

We are reiterating our Buy rating, $30 price target and projections after meeting with a.k.a. Brand management. We believe, with new Princess...

Small Cap Consumer Research

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52-week Range

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