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

Fastenal Company sell industrial and construction supplies in a wholesale and retail fashion.  The Company markets its products and services throughout the United States, Canada, Mexico, Puerto Rico, Singapore, China, and The Netherlands.

<ul><li>Fastenal started as a small retailer in Minnesota and has evolved into a mission critical supply chain partner for industrial customers</li><li>The company today has nearly USD8 billion in sales and a market capitalization of nearly USD50 billion</li><li>The company's founder Bob Kierlin has played a significant role in the company's success</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Fastenal started as a small retailer in Minnesota and has evolved into a mission critical supply chain partner for industrial customersThe company today has nearly USD8 billion in sales and a market capitalization of nearly USD50 billionThe company's founder Bob Kierlin has played a significant role in the company's successThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Fastenal: A Nuts & Bolts Success Story - [Business Breakdowns, EP.191]

Merck & Co., Inc.  is a global health care company that delivers health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products, which it markets directly and through its joint ventures. The Company has operations in pharmaceutical, animal health, and consumer care.

<ul><li>Business Breakdowns explores Merck, a leading pharmaceutical company known for innovation in oncology and future drug pipeline, navigating challenges in the industry.</li><li>Merck's success is driven by Keytruda, a leading cancer drug generating over $25 billion in revenue, with future growth dependent on navigating patent cliffs and developing new therapies.</li><li>Merck's history includes innovative science and bold decisions leading to breakthroughs in vaccines and diabetes treatment, showcasing its commitment to research and development.</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 Merck, a leading pharmaceutical company known for innovation in oncology and future drug pipeline, navigating challenges in the industry.Merck's success is driven by Keytruda, a leading cancer drug generating over $25 billion in revenue, with future growth dependent on navigating patent cliffs and developing new therapies.Merck's history includes innovative science and bold decisions leading to breakthroughs in vaccines and diabetes treatment, showcasing its commitment to research and development.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Merck & Co: Blockbuster Drugs - [Business Breakdowns, EP.189]

American Tower Corp. is a real estate investment trust that owns, operates, and develops wireless communications and broadcast towers in the United States. The Company leases antennae sites on multi-tenant towers for a diverse range of wireless communications industries, including personal communications services, paging, and cellular.

<ul><li>Alpha Sense provides tools for making high conviction decisions with confidence</li><li>Public.com offers a way to lock in a 6% or higher yield on a diversified portfolio of corporate bonds</li><li>American Tower is a critical infrastructure asset that enables wireless communication through physical tower structures.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Alpha Sense provides tools for making high conviction decisions with confidencePublic.com offers a way to lock in a 6% or higher yield on a diversified portfolio of corporate bondsAmerican Tower is a critical infrastructure asset that enables wireless communication through physical tower structures.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

American Tower: Signals and Stability - [Business Breakdowns, EP.188]

American International Group / Equity Bottom-Up

American International Group, Inc. is an international insurance organization serving commercial, institutional and individual customers. AIG provides property-casualty insurance, life insurance and retirement services.

<ul><li>The company required a $180 billion bailout from the US government during the financial crisis, but has since fully repaid it with interest.</li><li>Under Peter Zafino's leadership, AIG has refocused its underwriting efforts, returning to profitability and divesting non-core businesses.</li><li>AIG has undergone a remarkable turnaround post-financial crisis, focusing on specialty insurance for top quartile industry returns</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The company required a $180 billion bailout from the US government during the financial crisis, but has since fully repaid it with interest.Under Peter Zafino's leadership, AIG has refocused its underwriting efforts, returning to profitability and divesting non-core businesses.AIG has undergone a remarkable turnaround post-financial crisis, focusing on specialty insurance for top quartile industry returnsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AIG: Rise, Fall, and Rebirth - [Business Breakdowns, EP.187]

Cross Asset Strategy

<ul><li>Introduction to new investment strategy: activism in Japan</li><li>Potential for high returns with unique approach to investing</li><li>Evolution of opportunity in Japan and potential for success due to increasing pro-shareholder culture</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Introduction to new investment strategy: activism in JapanPotential for high returns with unique approach to investingEvolution of opportunity in Japan and potential for success due to increasing pro-shareholder cultureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Going Activist in Japan - [Business Breakdowns, EP.185]