Podcasts about business breakdown

This is Matt Reustle. Today we are replaying our Breakdown of Patek Philippe. You never own a Patek Philippe. You merely watch over it for the next generation. I'll say it's the best marketing campaign in history, a campaign appropriate for the world's premier watchmaker and a watchmaker worthy of a Business Breakdown. Our guest today is John Reardon from Collectability. John has worked at Sotheby's, the auction house, and spent a decade at Patek Philippe in the early 2000s. He continues to write for Patek Philippe Magazine while he has launched Collectability, a brand dedicated to vintage and preowned Patek Philippe. We cover what makes Patek such a special brand. There is an almost 200-year history in craftsmanship and countless patents (like that self-winding mechanism that powers all automatic watches today.) What Philippe Stern did in 1989 could be worthy of a 10-episode series, so there is much to learn from this episode. Please enjoy this breakdown of Patek Philippe. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @zbfuss | @ReustleMatt 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 (00:02:41) The main differences between Patek Philippe and Rolex   (00:06:32) An introduction to Patek Philippe's brand  (00:08:47) The founding story of the business (00:11:14) Henry Graves and the watches that he made for the brand  (00:16:46) The production process for making a Patek Philippe watch (00:19:56) A look at the 1989 and its importance to the business (00:22:08) The types of people who were interested in the brand and purchasing at auction in 1989 (00:24:41) An overview of the successful marketing campaigns of the 1990s  (00:27:26) Patek's strategy at auctions, embracing both consignment and buying (00:30:38) The general size and scope of the Patek Philippe secondary market (00:32:20) The brand's perspective of the secondary market and whether it affects the way they market new items (00:36:47) John's personal experience working at Patek Philippe  (00:40:36) The company's distribution strategy   (00:43:42) Breaking down the points of sale, branded dealers versus authorized dealers (00:44:29) The mindset behind consolidating dealers and the exclusivity it created as a byproduct  (00:46:22) How the LVMH acquisition of Tiffany has affected Patek Philippe (00:49:18) The potential of Patek Philippe being acquired by another company (00:53:48) Lessons learned from Patek Philippe

This week, the Acquanon crew dives into a $10M revenue sauna and cold plunge e-commerce business — but is the heat already fading on this high-ticket trend?Sponsors:

This week, the Acquanon crew dives into a $10M revenue sauna and cold plunge e-commerce business — but is the heat already fading on this high-ticket trend?Sponsors:

John Pollock and Brandon Thurston discuss WrestleMania Week business and Nick Khan's media interviews this week.Pollock and Thurston go through expected attendance and revenue, how Las Vegas landed the event, and a historical look at WWE's business across closed circuit, PPV, WWE Network, and Peacock eras. Plus: Nick Khan on The Bill Simmons Podcast, Paul Levesque on how his booking philosophy is different from Vince McMahon, Levesque's praise for Donald Trump, SBJ's profile on WWE executive Chris Legentil, Ryan Nemeth lawsuit against AEW moves to private arbitration, Forbidden Door set for O2 in London, and more.RELATED:How Las Vegas won the bid for WrestleMania 41Paul Levesque on High Performance & Andrew Schulz PodcastsRyan Nemeth vs. AEW & CM Punk lawsuit updateForbidden Door set for O2 Arena in London on 8/24Music courtesy: “Panic Beat” by Ben TramerPOST WrestlingSubscribe: https://postwrestling.com/subscribePatreon: http://postwrestlingcafe.comForum: https://forum.postwrestling.comDiscord: https://discord.com/invite/Q795HhRMerch: https://store.postwrestling.comTwitter/Facebook/Instagram/YouTube: @POSTwrestlingBluesky: https://bsky.app/profile/postwrestling.comWrestlenomicsSubscribe: https://wrestlenomics.com/podcast/Patreon: https://patreon.com/wrestlenomicsSubstack: https://wrestlenomics.substack.com/Twitter/Facebook/Instagram/YouTube: @WrestlenomicsBluesky: https://bsky.app/profile/wrestlenomics.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

John Pollock and Brandon Thurston discuss WrestleMania Week and more developments from WWE and AEW.Pollock and Thurston go through expected attendance and revenue, how Las Vegas landed the event, and a historical look at WWE's business across closed circuit, PPV, WWE Network, and Peacock eras. Plus: Nick Khan on The Bill Simmons Podcast, Paul Levesque on how his booking philosophy is different from Vince McMahon, Levesque's praise for Donald Trump, SBJ's profile on WWE executive Chris Legentil, Ryan Nemeth lawsuit against AEW moves to private arbitration, Forbidden Door set for O2 in London, and more.VIDEO VERSION: https://youtube.com/live/921tZpUXRToRELATED:How Las Vegas won the bid for WrestleMania 41Paul Levesque on High Performance & Andrew Schulz PodcastsRyan Nemeth vs. AEW & CM Punk lawsuit updateForbidden Door set for O2 Arena in London on 8/24Music courtesy: “Panic Beat” by Ben TramerPOST WrestlingSubscribe: https://postwrestling.com/subscribePatreon: http://postwrestlingcafe.comForum: https://forum.postwrestling.comDiscord: https://discord.com/invite/Q795HhRMerch: https://store.postwrestling.comTwitter/Facebook/Instagram/YouTube: @POSTwrestlingBluesky: https://bsky.app/profile/postwrestling.comWrestlenomicsSubscribe: https://wrestlenomics.com/podcast/Patreon: https://patreon.com/wrestlenomicsSubstack: https://wrestlenomics.substack.com/Twitter/Facebook/Instagram/YouTube: @WrestlenomicsBluesky: https://bsky.app/profile/wrestlenomics.comSupport this podcast at — https://redcircle.com/wrestlenomics-radio2532/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Send us a textJPMorgan Chase and Citi are two of the biggest names in global finance, but how do they really stack up? From retail banking to corporate strategy and investment banking prowess, each firm plays the game differently.In this segment of Business Breakdowns, Jenny Rae Le Roux and Namaan Mian break down how banks actually make money - across retail, corporate, and investment banking. Then, they dive into the numbers, strategies, and challenges shaping these titans' futures. Which bank has the edge -and what does it mean for the industry?Business Breakdowns drops on the 1st Wednesday of each month. Have a company you'd like to see profiled? Let us know via text or email.Additional ResourcesBuild your business acumen through our Black Belt case coaching programUnlock top consulting jobs on the Management Consulted Job BoardMore coaching programs: 1 Hour and 20 Hours (SuperPrep)Connect with Namaan and Jenny RaeConnect with Namaan and Jenny Rae on LinkedInMore on JPMorgan Chase and CitiJPMorgan Chase Investor Relations SiteJPMorgan Chase 10-KCiti Investor Relations SiteCiti Property Investing RoadmapProperty expert Damian Collins explores strategies for building your property portfolio.Listen on: Apple Podcasts SpotifyConnect With Management Consulted Book a free 15min info call with the MC Team. Follow Management Consulted on LinkedIn, Instagram, and TikTok for the latest updates and industry insights. Join an upcoming live event - case interviews demos, expert panels, and more. Email our team (team@managementconsulted.com) with any questions or feedback.

Send us a textCanva has taken the design world by storm - offering easy-to-use tools for everyone from casual users to global enterprises. With a skyrocketing valuation and millions of loyal users, the platform has redefined graphic design.In this segment of Business Breakdowns, Jenny Rae Le Roux and Namaan Mian explore Canva's business model, growth opportunities, and the risks that could shape its future. But as competition from Adobe, AI-powered tools, and other upstarts continues, can Canva continue its rapid expansion? Or will the design disruptor struggle to maintain its momentum?Tune in to see what's next for Canva.Business Breakdowns drops on the 1st and 3rd Wednesday of each month. Have a company you'd like to see profiled? Let us know via text or email.Additional ResourcesBuild your business acumen through our Black Belt case coaching programUnlock top consulting jobs on the Management Consulted Job BoardConnect with Namaan and Jenny RaeConnect with Namaan and Jenny Rae on LinkedInMore About CanvaCanva.comCanva Financial StatsAI for BusinessDive into the ever evolving world of AI for Business, where we bring you the latest...Listen on: Apple Podcasts SpotifyConnect With Management Consulted Book a free 15min info call with Katie. Follow Management Consulted on LinkedIn, Instagram, and TikTok for the latest updates and industry insights. Join an upcoming live event - case interviews demos, expert panels, and more. Email our team (team@managementconsulted.com) with any questions or feedback.

Send us a textWith a business model built on innovation and recurring revenue, Adobe dominates the creative software space. But as competition rises and AI disrupts the landscape, how can it protect its market share?In this episode of Business Breakdowns, Jenny Rae Le Roux and Namaan Mian dive into Adobe's business model, explore untapped growth opportunities, and assess the risks that could threaten its dominance.Can Adobe stay ahead of the curve, or will challengers like Canva chip away at its creative stronghold?Business Breakdowns drops on the 1st and 3rd Wednesday of each month. Have a company you'd like to see profiled? Let us know via text or email.Additional ResourcesBuild your business acumen through our Black Belt case coaching programUnlock top consulting jobs on the Management Consulted Job BoardConnect with Namaan and Jenny Rae on LinkedInMore On AdobeAdobe.comAdobe Investor Relations SiteAdobe Financial Documents (10-K)Connect With Management Consulted Book a free 15min info call with Katie. Follow Management Consulted on LinkedIn, Instagram, and TikTok for the latest updates and industry insights. Join an upcoming live event - case interviews demos, expert panels, and more. Email our team (team@managementconsulted.com) with any questions or feedback.

Send us a textMembership rewards. Premium perks. A charge card with swagger. An iconic brand built on exclusivity. American Express (AmEx) is in the spotlight.For over 170 years, AmEx has set itself apart in the competitive financial services space. But with shifting consumer behaviors and growing competition, how can the company continue to lead?In this segment of Business Breakdowns, Jenny Rae Le Roux and Namaan Mian unpack the AmEx business model, pinpoint opportunities for growth, and offer bold takes on what's next for the brand.Will American Express remain the gold standard in the industry? Tune in to find out.Business Breakdowns drops on the 1st and 3rd Wednesday of each month. Have a company you'd like to see covered? Let us know via text or email.Disclaimer: AmEx is a Management Consulted executive communication partner - learn more.Relevant LinksConnect with Namaan and Jenny Rae on LinkedInBuild your business acumen through our Black Belt case coaching programMore About AmExAmEx Investor Relations SiteAmEx financial documentsPartner LinksMore info on Palm Tree careers2025 Consulting Salary Report Coming Soon!Submit your 2025 consulting offer data here (secure and anonymous)Join the Management Consulted email list to be the first to know when the new report dropsDavid C Barnett Small Business and Deal Making M&A SMBI discuss buying, selling, financing and managing small and medium sized businesses...Listen on: Apple Podcasts SpotifyConnect With Management Consulted Follow Management Consulted on LinkedIn, Instagram, and TikTok for the latest updates and industry insights. Schedule a free 15min consultation with a member of the Management Consulted team. Join an upcoming live event - case interviews demos, expert panels, and more. Email our team (team@managementconsulted.com) with any questions or feedback.

Send us a textNike's been struggling - can the $50B retailer turn it around?In this segment of Business Breakdowns, Namaan Mian and Jenny Rae Le Roux explore Nike's business and what the iconic brand needs to do to get back to market dominance.First, they cover key financials to know for Nike, before breaking down the company's business model. Next, they discuss metrics they would be managing to as consultants or members of the Nike board. Finally, they both share a hot take about the future of Nike.Grab your business strategist hat and start listening.Business Breakdowns drops on the 1st and 3rd Wednesday of each month. Loving it or have ideas to grow the segment? Reach out by sending us a text or email.Management Consulted LinksBuild your business acumen through our Black Belt case coaching programConnect with Namaan and Jenny Rae on LinkedInStrategy Sprint one-week consulting project: learn more and joinMore About NikeNike financial documentsNike Investor Relations siteConnect With Management Consulted Follow Management Consulted on LinkedIn, Instagram, and TikTok for the latest updates and industry insights. Schedule a free 15min consultation with a member of the Management Consulted team. Join an upcoming live event - case interviews demos, expert panels, and more. Email our team (team@managementconsulted.com) with any questions or feedback.

Send us a textIn this Business Breakdown, Jenny Rae and Namaan dissect the Southwest Airlines Business Model - and how to fix it.They'll share:The Southwest Airlines business model (fixed cost or variable cost?)Key metrics for Southwest to pay attention toHot takes on what's next for SouthwestDo you have a hot take we missed? We'd love to hear it - reach out today.Partner LinksMore info on Palm Tree careersConnect With Management Consulted Follow Management Consulted on LinkedIn, Instagram, and TikTok for the latest updates and industry insights. Schedule a free 15min consultation with a member of the Management Consulted team. Join an upcoming live event - case interviews demos, expert panels, and more. Email our team (team@managementconsulted.com) with any questions or feedback.

Home Service Business Coach helps busy Home Service Business Owners get off the truck and build their business to fit their ideal dream lifestyle. We do this with the creation and implementation of simple systems. The result of the program is more freedom, income, & time for the Business Owner. To learn more on how this can benefit you and your business, head on over to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.homeservicebusinesscoach.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Free Resources For You:⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our FREE Home Service Business Coach Community!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Free Trial and 20% OFF with Jobber⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book Your Free Call With Our Team⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Us On Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube Channel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Our Team : ⁠⁠⁠⁠⁠⁠⁠⁠⁠info@homeservicebusinesscoach.com⁠⁠⁠⁠⁠⁠⁠⁠

In this episode, we dive deep into one of Europe's most iconic companies, L'Oréal. We explore why L'Oréal has maintained a strong presence in the cosmetics and beauty industry for over 60 years, boasting an impressive annual dividend growth rate of 11.3% over the past quarter-century. Tune in to hear about L'Oréal's financial performance, market segments, and catalysts for future growth, including the rising demand for premium products and the expansion of digital strategies. Plus, we answer listener questions on personal finance, investing quirks, and dividend stock recommendations. Join us for an insightful discussion on whether L'Oréal is a worthy addition to your portfolio. Read the premium newsletter about L'Oréal here: https://europeandgi.com/uncategorized/launch-%f0%9f%8e%89-dividend-growth-compass-newsletter-001/

In today's minisode, Karaleigh does a breakdown of what it's actually like to run a sewing business. Learn the ins and outs as well as why she no longer chooses to operate a business like this. Interested in learning how to create your own podcast? Check out Karaleigh's new Podcast Creation Course here: https://podcastlikeamother.thinkific.com/courses/podcastcreationcourse Learn more about Karaleigh on her website www.karaleighgarrison.com Find the Podcast Like A Mother podcast here: ⁠https://podcasts.apple.com/us/podcast/podcast-like-a-mother/id1718846989⁠ --- Support this podcast: https://podcasters.spotify.com/pod/show/multipassionatemama/support

Thank you so much for listening, we really appreciate you. We're trying something a little different today. I'll be reading our latest Business Breakdown on AppLovin' and then giving my thoughts on the company. You can check out the written version here: https://www.business-breakdowns.com/p/applovin If you have found this valuable, please consider leaving us a ⁠review⁠ as it will help more people find it! Thanks you're awesome! You can find more information and content here.  Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them ⁠here⁠. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.  Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.  The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.  The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.

What if there were a formula that could help you decide how to price your products? It turns out, there is. Learn what it takes to create a wedding cake business from the ground up in this business breakdown. Interested in learning how to create your own podcast? Check out Karaleigh's new Podcast Creation Course here: https://podcastlikeamother.thinkific.com/courses/podcastcreationcourse Learn more about Karaleigh on her website www.karaleighgarrison.com Find the Podcast Like A Mother podcast here: ⁠https://podcasts.apple.com/us/podcast/podcast-like-a-mother/id1718846989⁠ --- Support this podcast: https://podcasters.spotify.com/pod/show/multipassionatemama/support

Lauren kicks the interview off asking about how Alex and his wife got into the wedding venue space. Their interest in the wedding space started when they were planning their own wedding over 5 years ago. It was important to them that they go away from the barn look that so many venues have now. They have both a groom and bridal suite. And they wanted it to be close to the airport. They do offer some additional amenities, like games, fire pit, water feature, and putting green. And they offer everything they feasibly can as part of their packages. So, they aren't nickel and diming as much as competitors do. The packages cover the venue and alcohol. Peak season is May – Thanksgiving mostly on Fridays and Saturdays as far as weddings go. Alex and his wife do welcome other events at their space to fill the weeks and off-season, like baby showers and holiday parties. Even a church sometimes rents the space! Naturally, Lauren dives into the personal finance side of weddings for engaged couples, including what happens when people break up. One question is: who's paying for weddings nowadays? Lauren frames some of her questions from her short-term rental experience perspective, like when she asks about reviews. Over time, Alex and his wife are adding more services to their packages to increase revenue to $1 million. Finally, the conversation turns to the future, and a new partnership path Alex is going down. If you liked this episode, you'll also like episode 86 When Entrepreneurship Pays Off. About Alex: Alex Nelson is the developer & owner of The Midnight Gem, a wedding & event venue that booked 100 weddings during construction. He's also a venue consultant and hospitality entrepreneur. Connect with Alex: https://twitter.com/WeddingVenueGuy https://themidnightgem.com/ Connect with Lauren: https://twitter.com/AdultingIsEasy https://www.instagram.com/@adultingiseasyreal https://www.housemoneymedia.com/

Partners supporting this show: NPE: https://themindmuscleproject.com/npe Empower your Fitness Studio with a platform built for growth: https://www.themindmuscleproject.com/wellness Check out our YOUTUBE Channel: https://youtu.be/4tHG3mSSM5E Check out our training programs:https://themindmuscleproject.com/programsOur episode sponsors:https://themindmuscleproject.com/partnersAsk Questions on Instagram:https://www.instagram.com/themindmuscleproject/?hl=enSubscribe for email Updates:https://themindmuscleproject.com/newsletterNew Fitness Business Podcast, In The Black: https://spoti.fi/3AlTx8nSee omnystudio.com/listener for privacy information.

This Week in Startups is brought to you by… Wistia. All-in-one video platform for business, with tools that help you create, manage, and measure the impact of your videos. Try Wistia for free at http://www.wistia.com/startups CLA. Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at http://www.CLAconnect.com/tech Lemon.io - Hire pre-vetted remote developers, get 15% off your first 4 weeks of developer time at https://www.Lemon.io/twist * Todays show: Jason is joined by sweetgreens' Jonathan Neman to discuss: the x-factor that makes a strong manager (7:36). deciding between the franchise model vs owned and operated (16:02), robotics in the restaurant industry (24:23), and more! * Timestamps: (0:00) Jonathan joins Jason. (2:30) The scale and innovation of sweetgreen today (7:36) The x-factor that makes a strong manager (10:05) Wistia -  Try Wistia for free at http://www.wistia.com/startups (12:31) The “Sweetlife” and the importance of “polishing forks” (16:02) Navigating the decision between the franchise model vs owned and operated (18:30) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech (24:23) Robotics in the restaurant industry (29:28) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist (30:33) The details and benefits of the machines Sweetgreen has brought into its restaurants. (37:15) Restaurant difficulties with inflation, COVID and “sticker shock” (38:46) Delivery in the business today pre and post-pandemic (45:10) How Australia fits into the origin of sweetgreen (48:01) The best way to build a brand (52:28) The seed oil conversation (45:53) sweetgreen is positioned towards tailored menus. (1:01:12) The challenging topic of food options and availability across different socioeconomic groups. (1:05:58) The definition of healthy food * LINKS: Check out sweetgreen: https://www.sweetgreen.com/ Watch The Founder (2-16): https://www.amazon.com/Founder-Michael-Keaton/dp/B01MY7FSMF Watch our Business Breakdown of the film The Founder: https://youtu.be/kYqzEEFU_nw Watch The Bear: https://tv.apple.com/ca/show/the-bear/umc.cmc.javg04xbn3eonbgfvnaqmodk Check out Unreasonable Hospitality: https://www.unreasonablehospitality.com/ Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp * Follow Jonathan: X: https://twitter.com/JonnyNemo LinkedIn: https://www.linkedin.com/in/jonathan-neman-9a28aa8/ * Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Thank you to our partners: (10:05) Wistia -  Try Wistia for free at http://www.wistia.com/startups (18:30) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech (29:28) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist * Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland * Check out Jason's suite of newsletters: https://substack.com/@calacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups * Subscribe to the Founder University Podcast: https://www.founder.university/podcast

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Partners supporting this show: InBody Scanners: https://www.themindmuscleproject.com/inbody Use the best programming software trusted by us at Lockeroom, professional rugby teams such as the All Blacks, football teams like Arsenal and Chealsea FC plus NBA team Oklahoma City Thunder! 60-day free trial and get your first month free: https://themindmuscleproject.com/teambuildr Check out our YOUTUBE Channel: https://youtu.be/4tHG3mSSM5E Check out our training programs:https://themindmuscleproject.com/programsOur episode sponsors:https://themindmuscleproject.com/partnersAsk Questions on Instagram:https://www.instagram.com/themindmuscleproject/?hl=enSubscribe for email Updates:https://themindmuscleproject.com/newsletterNew Fitness Business Podcast, In The Black: https://spoti.fi/3AlTx8nSee omnystudio.com/listener for privacy information.

In this episode we dive into Evolution AB (STO: EVO), a key player in the gaming industry. Beginning with an overview of Evolution AB's background and its pivotal role in the gaming sector, we discuss how the company has positioned itself over time to maintain competitiveness and deliver value to shareholders. As a dividend investor, understanding how Evolution AB manages this balance becomes crucial, especially against the backdrop of regulatory changes, market fluctuations, and technological advancements. Looking towards the future, we discuss the opportunities and challenges that lie ahead for Evolution AB. From potential risks associated with regulatory shifts and market dynamics to the company's growth prospects, we provide insights into what investors can anticipate from Evolution AB. As always, we address questions from our audience, covering topics such as Evolution AB's capital allocation strategies, comparisons with competitors like Betsson, potential valuation if listed in the US market, and potential negative aspects of their business that could hinder growth. Read more: https://www.thewolfofharcourtstreet.com/p/evolution-ab-investment-thesis https://www.thewolfofharcourtstreet.com/p/auto-partner-a-boring-business-with Follow Wolf of Harcourt Street on X: https://twitter.com/wolfofharcourt Other companies mentioned: Jeronimo Martins (JMPTF) Nextera Energy (NEE) Auto Partner (AUTOPARTN) Munich Re (MUV2.DE) NN Group (NN.AS) ASR NL (ASRNL.AS) Bunzl (BNZL.L) CRH plc (CRH) Defama (DFA.DE) Van de Velde (VEL.BR) Repsol (REP.MC) Ageas (AGS.BR) Aegon (AGN.AS) Linde (LIN) Eaton (ETN) Fidelity National Information Services (FIS) Cibus Nordic Real Estate (CIBUS.ST)

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In this episode, John and Jack discuss well drilling and do a business breakdown. Jack reveals that his friend earned $8.4 million last year from drilling wells. They underscore the significant financial investment, specific licensing requirements, and mechanical expertise needed to establish a well drilling company. Despite these obstacles, they remain optimistic about the potential for future business opportunities in the industry.Episode Hosts:John Wilson: @WilsonCompaniesJack Carr: @thehvacjack Special thanks to our sponsor: Service Scalers: Looking to scale your home service business? Service Scalers is a digital marketing agency that drives success in PPC and LSA. Discover more growth strategies by visiting Service Scalers.Check out Owned and Operated Weekly Insights: a newsletter where John discusses topics ranging from recruiting and marketing to the growth of your home service business.  Subscribe to the newsletter here.John Wilson is hosting a workshop in March! Join us March 19th-21st for the Breaking $5 Million Workshop! It's specifically crafted to help you take your home service business to the next level. Seats are limited and tickets are selling fast. You can check out the agenda and get all the details right here!Contact us:Youtube: @OwnedandOperatedPodcastX: @ownedoperatedcowww.ownedandoperated.cominfo@ownedandoperated.com

About Sarthak Ahuja: My next guest and co-host on The One Percent Project is Sartha Ahuja. In this episode, Sarthak & I deep dive into India's Food and Beverage industry. We discuss the unit economics of running a restaurant to making butter chicken, ordering patterns in India, the business models of food aggregators like Zomato and Swiggy, cloud kitchens, and the reason behind the rise and fall of Uber Eats. We uncover the success story behind Domino's and how in such a competitive industry, Ankit Gupta and Chirag Chhajer built Burma Burma, a Burmese cuisine restaurant chain. Sarthak shares how consumer businesses must undergo a "speed Ludo test," emphasising time efficiency, small transaction sizes, and positive unit economics. This strategy is essential for long-term success in a price-sensitive market like India. ⁠Sarthak is a published author, a seasoned Chartered Accountant with expertise in startup advisory and investment banking and a LinkedIn top voice who brings a wealth of intriguing insights to the discussion. Key Take Aways & Transcript: https://bit.ly/TOP_BusinessBreakdownIndianFB Follow & Subscribe: WhatsApp: ⁠⁠https://bit.ly/TOP_WA2 ⁠⁠ YouTube: ⁠⁠https://bit.ly/TOP_YouTubeVideos⁠ LinkedIn: ⁠⁠https://bit.ly/TOP_LinkedIn Instagram: ⁠⁠https://bit.ly/TOP_Insta 00:00 Intro 04:10 The most ordered dishes 09:21 Indian Food Preferences and the Authenticity of Chinese Cuisine 11:06 The Business Models and Unit Economics of the Food Industry 15:40 The Challenges and Economics of Running a Restaurant 39:54 The Success Story of Domino's in the Indian Market 44:38 Identifying Opportunities in the Food Industry 45:18 Burma Burma's reason of success

You never own a Patek Philippe, you merely watch over it for the next generation. I'll say it's the best marketing campaign in history, a campaign appropriate for the world's premier watchmaker and a watchmaker worthy of a Business Breakdown. Our guest today is John Reardon from Collectability. John has worked at Sotheby's, the auction house, and spent a decade at Patek Philippe in the early 2000s. He continues to write for Patek Philippe Magazine while he has launched Collectability, a brand dedicated to vintage and preowned Patek Philippe. We cover what makes Patek such a special brand. There is an almost 200-year history in craftsmanship and countless patents (like that self-winding mechanism that powers all automatic watches today.) What Philippe Stern did in 1989 could be worthy of a 10-episode series, so there is much to learn from this episode. Please enjoy this breakdown of Patek Philippe. 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 10 East. 10 East is a platform where qualified investors can co-invest on a deal-by-deal basis across private equity, private credit, real estate ventures, and other one-off opportunities typically unavailable through traditional channels. It's no surprise that founders, executives, and portfolio managers from leading investment firms are using 10 East to diversify their personal portfolios. Their level of sourcing and diligence is institutional grade. To learn more, check out 10east.com. ----- CSIMA, Columbia Student Investment Management Association, is hosting its 27th annual conference in New York on Friday, February 9th. Keynote speakers include John Griffin from Blue Ridge, Ian McKinnon from Sandia, Jan Hummel from Paradigm, and Sally Krawcheck from Ellevest. Get your tickets at csima.info/conference. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @zbfuss | @ReustleMatt | @domcooke 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 (00:04:21) First Question, The main differences between Patek Philippe and Rolex   (00:08:12) An introduction to Patek Philippe's brand  (00:10:27) The founding story of the business (00:12:54) Henry Graves and the watches that he made for the brand  (00:18:26) The production process for making a Patek Philippe watch (00:21:36) A look at the 1989 and its importance to the business (00:23:48) The types of people who were interested in the brand and purchasing at auction in 1989 (00:26:21) An overview of the successful marketing campaigns of the 1990s  (00:29:06) Patek's strategy at auctions, embracing both consignment and buying (00:32:18) The general size and scope of the Patek Philippe secondary market (00:34:00) The brand's perspective of the secondary market and whether it affects the way they market new items (00:38:27) John's personal experience working at Patek Philippe  (00:42:16) The company's distribution strategy   (00:45:22) Breaking down the points of sale, branded dealers versus authorized dealers (00:46:09) The mindset behind consolidating dealers and the exclusivity it created as a byproduct  (00:48:02) How the LVMH acquisition of Tiffany has affected Patek Philippe (00:50:58) The potential of Patek Philippe being acquired by another company (00:55:28) Lessons learned from Patek Philippe Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, we're running our Business Breakdown on Rolex. This episode of Rolex is one of our most popular breakdowns of all time, so it's always worth revisiting. But, it's also a timely revisit…Later this week, we'll be releasing a Business Breakdown on Patek Philippe and this episode of Rolex is the perfect appetizer for that discussion.  For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @zbfuss | @ReustleMatt | @domcooke 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 (00:03:01) First question - His favorite Rolex watch ever (00:04:24) What makes the Rolex Daytona such a special watch  (00:07:19) The job-to-be-done for high-end watches beyond just telling them the time (00:12:18) The strategy behind marketing luxury products: The Luxury Strategy (00:14:34) An overview of the Rolex business (00:19:38) The history of Rolex  (00:38:45) Their genius in marketing and distribution  (00:41:55) How they make decisions and what others can learn from them (00:47:14) The financials of Rolex and other luxury watch brands (00:49:02) Most important business lessons others can learn from Rolex (00:52:54) Other luxury brands worth studying  (00:57:26) Negative lessons gleaned from Rolex Learn more about your ad choices. Visit megaphone.fm/adchoices

A few weeks back John and Jack did a business breakdown on pool service. Tim Ryan caught us on X, did a review and said “It wasn't too bad for two outsiders looking in. Pool care is strangely complicated.” So we asked him to come on and tell us what exactly we got right and what we got wrong. Tim breaks down all the essentials in this episode including navigating competition, building genuine connections with customers, and picking up smart hiring tips.Episode Hosts:John Wilson: @WilsonCompaniesJack Carr: @thehvacjack Episode Guest:Tim Ryan: @KenziesPoolBoySpecial thanks to our sponsor: Service Scalers: Looking to scale your home service business? Service Scalers is a digital marketing agency that drives success in PPC and LSA. Discover more growth strategies by visiting Service Scalers.Check out Owned and Operated Weekly Insights: a newsletter where John discusses topics ranging from recruiting and marketing to the growth of your home service business.  Subscribe to the newsletter here.John Wilson is hosting a workshop in March! Join us March 19th-21st for the Breaking $5 Million Workshop! It's specifically crafted to help you take your home service business to the next level. Seats are limited and tickets are selling fast. You can check out the agenda and get all the details right here!Contact us:Youtube: @OwnedandOperatedPodcastX: @ownedoperatedcowww.ownedandoperated.cominfo@ownedandoperated.com

In this episode, John and Jack immerse themselves into the world of pool service businesses. They discuss the appeal of hyper-focused route-based services, the potential for upselling in the industry, and the challenges of scaling in different regions. Tune in for a detailed exploration of customer acquisition strategies, seasonal considerations, and the overall dynamics of acquiring, or starting, and growing a pool service company.Episode Hosts:John Wilson: @wilsoncompaniesJack Carr: @thehvacjack Special thanks to our sponsor: Service Scalers: Looking to scale your home service business? Service Scalers is a digital marketing agency that drives success in PPC and LSA. Discover more growth strategies by visiting Service Scalers.Check out Owned and Operated Weekly Insights: a newsletter where John discusses topics ranging from recruiting and marketing to the growth of your home service business. Subscribe to the newsletter here.John Wilson is hosting a workshop in March! Join us March 19th-21st for the Breaking $5 Million Workshop! It's specifically crafted to help you take your home service business to the next level. Seats are limited and tickets are selling fast. You can check out the agenda and get all the details right here!Contact us:Youtube: @OwnedandOperatedPodcastX: @ownedoperatedcowww.ownedandoperated.cominfo@ownedandoperated.com

This is Dom Cooke. Today we are breaking down Ferrari. Ferrari was founded in 1929 as a race team by Italian driver, Enzo Ferrari, but it wasn't until 1947 when Enzo was 50 that Ferrari sold its first car. Today, the car company is one of the most recognizable brands in the world, in large part because of its history in Formula 1, where it is both the oldest and most successful team ever. To break down Ferrari, I'm joined by Brian Lum, an Investment Manager at Baillie Gifford. We discuss how Ferrari went from racing team to a $70 billion business, the various ways it looks more like a luxury goods company than a car maker, and how its business model both nurtures and monetizes its famous red brand. There aren't many things money can't buy, but in many instances, a Ferrari is one of them. The ways in which the company manufactures scarcity are fascinating, and this conversation dives into all the aspects that make Ferrari so successful and unique. Please enjoy this Business Breakdown of Ferrari. Interested in hiring from the Colossus Community? Click here. 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 Tegus. Tegus is the modern research platform for leading investors, and provider of Canalyst. Tired of calculating fully-diluted shares outstanding? Access every publicly-reported datapoint and industry-specific KPI through their database of over 4,000 driveable global models handbuilt by a team of sector-focused analysts, 35+ industry comp sheets, and Excel add-ins that let you use their industry-leading data in your own spreadsheets. Tegus' models automatically update each quarter, including hard to calculate KPIs like stock-based compensation and organic growth rates, empowering investors to bypass the friction of sourcing, building and updating models. Make efficiency your competitive advantage and take back your time today. As a listener, you can trial Canalyst by Tegus for free by visiting tegus.co/patrick. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss | @ReustleMatt | @domcooke Show Notes (00:02:31) - (First question) - An introduction to the numbers behind the Ferrari brand (00:04:26) - Exploring Ferrari's roots to understand the impact on the brand's present-day business landscape (00:07:06) - Enzo Ferrari's dedication to the company extended to the location of his house (00:07:50) - A look at the brand's racing heritage over the last 75 years (00:13:04) - A unique way of structuring a marketing budget, wholly focused on F1 (00:17:51) - Ferrari's restraint in capitalizing on the SUV market to uphold their brand identity (00:21:40) - A look at the product portfolio and how they cultivate exclusivity for their “collectors” (00:23:51) - A unique buying experience, how existing Ferrari owners become frequent buyers (00:26:50) - How Ferrari sets itself apart from its competitors (00:29:20) - An overview of Ferrari's financials (00:35:21) - Alternative strategies beyond volume growth to uphold scarcity without compromising the brand's prestige (00:36:40) - A look at other segments of the business like fashion (00:38:44) - The business' cost profile and its significant investment in R&D (00:41:27) - Ferrari's approach to electrification and hybrid cars (00:48:31) - Comparing electrification and luxury watchmakers during the quartz crisis (00:52:39) - Looking at Ferrari's future and incremental evolution (00:54:47) - Lessons learned from studying Ferrari Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Owned and Operated, Jack brings a business to the table that provides passive income with minimal maintenance: Hydroelectric Plants. This unique and niche business breakdown explores the challenges and benefits of owning these facilities. From regulatory hurdles to potential synergies with solar and wind energy, this type of business is definitely one that John is now keeping on his radar.Episode Hosts:John Wilson: @wilsoncompaniesJack Carr: @thehvacjack Special thanks to our sponsor: Service Scalers: Looking to scale your home service business? Service Scalers is a digital marketing agency that drives success in PPC and LSA. Discover more growth strategies by visiting Service Scalers. Check out Owned and Operated Weekly Insights: a newsletter where John discusses topics ranging from recruiting and marketing to the growth of your home service business. Subscribe to the newsletter here: https://tinyurl.com/oaopodcastJohn Wilson is hosting a workshop in March! Join us March 19th-21st for the Breaking $5 Million Workshop! It's specifically crafted to help you take your home service business to the next level. Seats are limited and tickets are selling fast. You can check out the agenda and get all the details right here!Contact us:Youtube: @OwnedandOperatedPodcastX: @ownedoperatedcowww.ownedandoperated.cominfo@ownedandoperated.com

This is Matt Reustle. Today we are breaking down the cable giant Charter Communications. Tony Coniaris and John Sitarz of Harris Associates join us for this deep dive on the cable market and Charter's business. We've spent a big portion of the first half of the conversation outlining the history of cable, the asset itself, what it does differently versus some of the alternatives, and then we flash forward to how the industry is operating today. The idea of cord cutting has become very consensus, but it's not very obvious in terms of how that actually impacts a business like Charter and its flagship product Spectrum. We go into some of the case studies that have recently occurred and then tie it all back in terms of the business model. There's so many different lessons that you can take out here thanks to Tony and John. Please enjoy this Business Breakdown on Charter Listen to Invest Like the Best: A Conversation with Charlie Munger & John Collison 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 Tegus is the modern research platform for leading investors. Tired of running your own expert calls to get up to speed on a company? Tegus lets you ramp faster and find answers to critical questions more efficiently than any alternative method. The gold standard for research, the Tegus platform delivers unmatched access to timely, qualitative insights through the largest and most differentiated expert call transcript database. With over 60,000 transcripts spanning 22,000 public and private companies, investors can accelerate their fundamental research process by discovering highly-differentiated and reliable insights that can't be found anywhere else in the market. As a listener, drive your next investment thesis forward with Tegus for free at tegus.co/patrick. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag| @zbfuss | @ReustleMatt | @domcooke Show Notes (00:04:07) - (First question) - The role of Charter Communications in daily life (00:07:28) - Charter Communications as an infrastructure entity (00:08:15) - Mapping the cable market landscape (00:12:51) - Evolution of competition within the cable industry (00:14:01) - Tracing the origins of Charter Communications (00:19:18) - Initiating business restructuring (00:20:20) - Exploring the capabilities of cable assets (00:23:40) - Emerging challengers in the cable arena (00:29:58) - Examining mobile data trends (00:30:54) - Exploring the potential of fixed wireless access (00:33:48) - Conducting business analysis (00:36:10) - Assessing the impact of consumers 'cutting the cord' (00:42:16) - Comparing internet-only customers to full cable bundle subscribers (00:47:53) - The value of comprehensive service packages (00:49:08) - Identifying major cost factors in the industry (00:52:35) - Outlining the market structure for cable businesses (00:57:16) - Anticipating potential industry risks (00:58:03) - Understanding compute capacity and its implications (01:01:21) - Reflecting on insights gained from Charter Communications Learn more about your ad choices. Visit megaphone.fm/adchoices

Invest Like the Best Key Takeaways  Trust people when they tell you what their problems are, but don't what they think the solution isGo “back to the future” in your research; you will discover promising ideas that were discussed in the past but have since been discarded Care more about how other people will evaluate the impact of your work, rather than just doing what feels good to you If America is going to be a nation that rewards and promotes innovation, then it should be steering people in that directionIf you have unconventional ideas, you can create a large impact by forcing those ideas onto people and systems that exist in conventional institutionsImpactful businesses are rarely built on the idea of doing something a little better or a little cheaperProblems emerged and have persisted in the national security industry as a result of a broken incentive structure“We have learned a lesson: Don't try to defend countries that aren't willing to defend themselves.” – Palmer Luckey Anduril will save Western civilization by saving taxpayers hundreds of billions of dollars a year, as we make tens of billions of dollars a yearIf AGI enables the capability to create dangerous things, then it will likely also enable the capability to defend against those dangerous thingsRead the full notes @ podcastnotes.orgMy guest today is Palmer Luckey. Palmer is the founder of Defense company Anduril Industries, which makes next-generation military technology for the US and its allies. Since bringing the company to life in 2017, Palmer and Anduril have disrupted the established order in the Defense industry. Prior to Anduril, Palmer founded Oculus VR, a virtual reality business that he sold to Facebook for $2 billion. Palmer is only in his early 30s, but he has already experienced more than most people will in a 40-year career. We talk about innovation, invention, differentiated thinking, and so much more. Please enjoy this great discussion with Palmer Luckey. Listen to Patrick's Business Breakdown with Anduril CEO. Listen to Founders Podcast For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Tegus. Tegus is the modern research platform for leading investors, and provider of Canalyst. Tired of calculating fully diluted shares outstanding? Access every publicly-reported data point and industry-specific KPI through their database of over 4,000 drivable global models hand-built by a team of sector-focused analysts, 35+ industry comp sheets, and Excel add-ins that let you use their industry-leading data in your own spreadsheets. Tegus' models automatically update each quarter, including hard-to-calculate KPIs like stock-based compensation and organic growth rates, empowering investors to bypass the friction of sourcing, building, and updating models. Make efficiency your competitive advantage and take back your time today. As a listener, you can trial Canalyst by Tegus for free by visiting tegus.co/patrick. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.  Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus Show Notes: (00:03:28) - The importance of synthetic long-chain hydrocarbon fuel (00:09:37) - Ranking America's potential for innovation (00:12:43) - Why there aren't more Thiel Fellowships (00:14:56) - The principles that motivate and drive him (00:18:21) - What it has been like working in the world of defense after the attack on Israel (00:20:34) - Surprising lessons learned when building a large company (00:24:02) - How to approach a new field initially (00:28:45) - Meeting other out-of-the-box thinkers (00:33:11) - Inventors working backward from existing systems versus forward from their ideals (00:34:51) - The most pressing issue in national security (00:41:01) - What matters most for America from a defense perspective (00:43:58) - How to determine which problems to prioritize (00:50:24) - Lessons learned from working with AI (00:57:21) - How Apple is shaping the future of VR (01:01:36) - Which videogame a prospective employee should excel at (01:04:06) - Why Oculus was so successful in marketing (01:11:13) - The kindest thing anyone has ever done for Palmer

This is Dom Cooke and today we're breaking down an Irish business that has become the global leader in insulation products for buildings. Founded in 1965, the business is called Kingspan and today it has a market cap of nearly 13 billion euros. The bulk of their business comes from insulating big, commercial new builds – Tesla Factories, Apple's Headquarters, the Emirates Stadium in London – all places where you'll find Kingspan's products. To break down this business, I'm joined by Nick Griffin, the Founding Partner and CIO of Munro Partners. We talk about the ESG tailwinds behind this business, how they've grown through acquisitions, and their interesting go-to-market motion. Please enjoy this Business Breakdown of Kingspan. 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 Tegus, the modern research platform for leading investors. Stretch your research budget with flexible expert calls you can trust. At a fraction of the cost of traditional expert networks, Tegus customers pay only what an expert charges – with zero markups and no confusing call credits – netting an average 70% savings. Don't want to conduct a full hour call? Tegus offers the ability to schedule 30-minutes, an offer you won't find anywhere else. And they don't stop there. With white-glove custom sourcing for every project and robust compliance measures, including a dedicated 50+ analyst team that vets every call transcript, Tegus ensures your privacy and protection. As the industry innovator for qualitative insights, Tegus helps you find the right experts you need at a quality and speed that can't be matched. For a limited time, as a listener, you can trial Tegus for free by visiting tegus.co/patrick. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss | @ReustleMatt | @domcooke Show Notes (00:02:35) - (First question) - He gives us a detailed description of Kingspan (00:03:28) - Investing in a company based on the other side of the world (00:05:14) - Whether Kingspan is more commercial or residential driven  (00:05:55) - Kingspan's origins (00:08:35) - Description of an insulated panel and how it is used (00:12:38) - What makes their panels the best in the world (00:15:25) - The benefits of doing both commercial and residential panels (00:16:08) - Industry characteristics and its overall market share (00:17:54) - The pricing mechanism and pricing power behind the product (00:21:26) - Kingspan's expansion into the world market  (00:22:53) - The secret sauce behind the success of Kingspan  (00:25:01) - Kingspan's economy to scale (00:27:42) - What he finds interesting about Kingspan's financial profile  (00:29:15) - Splitting revenue growth between organic and inorganic growth (00:32:35) - The visibility of Kingspan's products and their measurable efficiency       (00:34:50) - His expectations for Kingspan's growth over the next 10 to 15 years (00:34:05) - The margin structure of the acquired businesses (00:37:12) - The life expectancy of the insulation product (00:38:35) - Risks behind insulated panels and the industry (00:42:22) - His evaluation of business modeling for acquisitions  (00:43:23) - Which competitors does he watch most closely    (00:44:49) - The lessons learned from studying Kingspan for 10 years  Learn more about your ad choices. Visit megaphone.fm/adchoices

This is Matt Reustle and today we are breaking down Take-Two Interactive Software. If you listened to our Business Breakdown on Electronic Arts, Take Two is another giant in the video game publishing space. They are best known for their Grand Theft Auto and 2K franchise. To break down Take-Two I'm joined by Eric Kress, principal at Gossamer Consulting Group. Eric spent multiple decades inside the video game market, both as an investor and as an operator, and we tap into his perspective from both sides of the table. We drill into historic IP, the strategy behind new releases and what mobile means for the market, and specifically for Take Two. Please enjoy this breakdown of Take-Two. 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 Tegus, the modern research platform for leading investors. Tired of running your own expert calls to get up to speed on a company? Tegus lets you ramp faster and find answers to critical questions more efficiently than any alternative method. The gold standard for research, the Tegus platform delivers unmatched access to timely, qualitative insights through the largest and most differentiated expert call transcript database. With over 60,000 transcripts spanning 22,000 public and private companies, investors can accelerate their fundamental research process by discovering highly-differentiated and reliable insights that can't be found anywhere else in the market. As a listener, drive your next investment thesis forward with Tegus for free at tegus.co/patrick. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss | @ReustleMatt | @domcooke Show Notes (00:02:35) - (First question) - Brief overview of Take-Two (00:03:32) - Take-Two's acquisition of Zynga represents a significant push into mobile gaming (00:05:05) - Mobile gaming faces challenges from Apple's IDFA removal and Google's changes (00:06:37) - Apple's privacy changes benefit them but hurt mobile publishers (00:07:50) - How Take-Two evolved from PC and console to mobile (00:10:48) - Console and PC target AAA games; mobile reaches a broader, less premium market (00:12:53) - Creating new iconic AAA gaming IP is nearly impossible due to high costs (00:15:08) - Big IP success in gaming historically depended on retail relationships and distribution (00:17:39) - Sports games have almost 100% revenue visibility; others like GTA fluctuate (00:19:31) - GTA's next release is anticipated and guaranteed to sell millions, but post-launch is uncertain (00:25:24) - Risk of new console alignment affects expectations for next GTA game release (00:27:57) - Updating titles for different consoles has become less complicated with PC architecture (00:29:44) - Pricing at $60-$70; new tech may boost in-game spending (00:31:30) - GTA's mature nature makes in-game advertising tough (00:32:59) - NBA license with 2K is a partnership, not exclusive (00:35:28) - Take-Two lacks profitable titles beyond GTA and 2K (00:37:57) - EA smartly bought Respawn and built studios; Take-Two lacks similar capability (00:39:29) - Gaming industry consolidated to fewer franchises; similar to film industry's trend (00:44:07) - Zynga's acquisition was ill-timed; it's a declining asset with no value (00:47:32) - Microsoft's deal may lead to Amazon or Comcast buying Take-Two (00:50:11) - Valuing these businesses often relies on traditional PE methods (00:52:06) - Key risks for Take-Two are overhyped GTA expectations and service burnout (00:53:37) - Lessons learned from studying Take-Two Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you ready for this? It really doesn't get more inspiring than this conversation with Ruth Kudzi. She has been on an incredible journey that is sure to resonate with a lot of us as entrepreneurs.    Ruth Kudzi is such a courageous business owner. Recently, she very bravely paused her business for a period of time. Can you imagine just how scary that likely was? I know that it sends a shiver down my spine.   However, I'm sure you've heard me say it - sometimes you have to slow down to speed up. This is exactly what Ruth did. She felt as if she wasn't able to show up and serve in the way she wanted. So she took a step back. Taking a break from coaching revealed the incredible support and trust of her clients, even during tough times.    Now she is back at her coaching business and is celebrating the recent launch of her new book, How to Feel Better: 4 Steps to Self-Coach Your Way to a Happier, More Authentic You. You can just tell that she poured her heart and soul into this book as she speaks about it.   Ruth combines evidence-based research to help readers actually integrate personal development work into their lives. Her book focuses on 4 questions that will actually spark transformation in your life. Ruth's self-coaching model is packed with invaluable tools for enhancing awareness and gaining perspective when you need it most.   We talk even more about her book, her journey of rapid growth in her business, and the valuable lessons she learned along the way. As well as what she has learned about overcoming self-doubt and so much more. This is really the episode for you if you have found yourself struggling with motivation to keep going in your business, have imposter syndrome, or have just felt a little off lately.    Ruth's story and coaching methodology will empower you to address challenges, find your authentic self, and step into the life you've always wanted.   Remember, you have the power to transform yourself and your business. Dive into this episode and be sure to let me know what you think by leaving a comment, tagging me on Instagram (@ ambermccue), or even leaving a review wherever you listen to Podcast.  In this episode, we chat about: How sharing the real you will create a connection with others Ruth's writing journey for How to Feel Better: 4 Steps to Self-Coach Your Way to a Happier, More Authentic You The lessons that came with rapid growth in her coaching business Overcoming self-doubt and learning to rely on the support of others Why do you need to stop chasing the next big goal all the time Mentioned in this episode:    Ruth's New Book How to Feel Better: 4 Steps to Self-Coach Your Way to a Happier, More Authentic You   Connect with Ruth Website Instagram

In this podcast episode, Derek and the European Dividend Growth Investor discuss two main topics: Unilever's performance and potential dividend outlook, as well as Texas Instruments' business breakdown and their thoughts on the stock. For Unilever, they acknowledge the recent changes with a new CEO and how the company seems to be turning things around after a period of underperformance. The recent earnings report shows positive signs in sales volume and margins. However, they caution against expecting an immediate dividend hike as the new CEO may focus on stabilizing the company's financials first. Both participants have Unilever as a significant position in their portfolios and are not overly concerned about dividend cuts, given the company's historical practice of keeping dividends flat during challenging times and gradually raising them when performance improves. Regarding Texas Instruments, they compare it to high-end companies like Nvidia, emphasizing that TI is known for its quality and reliability, akin to Siemens. They discuss the cyclical nature of the semiconductor industry and how TI is making substantial investments in its business, particularly in the development of three hundred-millimeter chips, to secure future revenue streams and stay competitive in the tech landscape. They highlight challenges in the industry, such as recent chip shortages and weakening demand. Despite these challenges, they also recognize the vast opportunities TI has in growing technology trends like AI, IoT, and 5G. When valuing TI, the discussion suggests using the dividend discount model (DDM) due to the variable cash flows resulting from heavy investments. Overall, they view Texas Instruments as a strong business with growth potential. However, they urge caution with the entry point given the current risks. The European Dividend Growth Investor considers TI a top 10 stock in his portfolio and encourages the community to share their thoughts on Texas Instruments and any aspects they may have missed in the analysis.

Eben and Sportico reporter Emily Caron discuss the money behind the upcoming women's World Cup, which has undergone some major changes. They also talk about pro women's hockey. 

Our guest today is Adam Ryan, the founder of Workweek. At Colossus, we're big fans of Workweek. We've hosted the Wolf of Franchises for an excellent Business Breakdown on Orangetheory and I'm an avid reader of Adam's Perpetual newsletter. For this conversation, we discuss the ongoing shift towards individuals over institutions, how media companies might solve the business model challenge that currently plagues the industry, and where we are in the niche media cycle. Everyone seems to love B2B media, but is that really everyone? Please enjoy my conversation with Adam and then stay tuned for my debrief with Dom. 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 Scribe. Scribe is the presenting sponsor of this episode of Making Media and the magic behind the Colossus transcripts. One of the best decisions we made at Colossus was transcribing all of our audio into a searchable transcript library. We had been using another provider up until the summer of 2022 but we were constantly having issues with accuracy if our audio was just the slightest bit impaired. Whether it's training sessions, internal Q&As, or for media purposes, the value of transcripts is huge. And we are not alone. Scribe is the transcription service that powers all of S&P Global - like CapIQ - and the client list includes our friends at Tegus. Go to joincolossus.com/scribe to unlock 150 minutes of free transcription and test their capabilities. ----- Making Media is a property of Colossus, LLC. For more episodes of Making Media, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @ReustleMatt | @domcooke | @MakingMediaPod | @JoinColossus  Show Notes (00:01:08) - (First question) - Institution building allows scale and market expansion while preserving individual influence  (00:04:45) - Workweek focuses on individual brands to enhance recognition and attract talent (00:06:18) - Prioritizing fair pay, early creator partnerships, and career stability (00:11:03) - Identifying talent requires gauging industry fit, expertise, and ambition (00:15:22) - Guiding creators in audience growth and amplifying their strengths (00:19:24) - Influence and market valuation gap is due to business model issues in media (00:22:28) - Disrupting the media industry by sharing net margins with talent (00:25:14) - Expanding with talent search and franchise financial planning platforms (00:27:35) - Creating shared entities with tailored cap structures for long-term alignment (00:28:54) - Substack has simplified content creation, but their business model has flaws (00:31:12) - Incentivized growth can lead to misleading metrics and detrimental ecosystem effects (00:34:55) - Niche media is still in its early innings with high barriers to entry (00:39:34) - Rising tide lifts all boats in the content industry, not winner take all (00:42:40) - Newsletters drive intention, podcasts engage (00:43:25) - Companies that stand out to him moving forward (00:45:42) - The optionality of building complementary businesses exists for those with audience retention (00:48:10) - Debrief Learn more about your ad choices. Visit megaphone.fm/adchoices

This is Matt Reustle and today we are breaking down the mobile gaming industry. It was several months ago that I was reading an industry report for our Business Breakdown on Electronic Arts. I was shocked to see that mobile gaming was now 50% of the overall gaming market. What really stood out to me was just how different the business model is. You have smaller game developers operating with a completely different monetization model. It's the same industry but with drastically different strategies. To break down the industry, I'm joined by Eric Seufert. Eric spent his early career in the heart of mobile gaming, notably as a Vice President at Rovio, which developed Angry Birds. Today, Eric is the creator of Mobile Dev Memo, a publication focused on mobile monetization. For this conversation, Eric details the history and inflection points for mobile gaming, what the market structure looks like today, and how regulation and privacy have impacted the business model and strategies.  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 Tegus. Tegus is the modern research platform for leading investors, and provider of Canalyst. Tired of calculating fully-diluted shares outstanding? Access every publicly-reported datapoint and industry-specific KPI through their database of over 4,000 driveable global models handbuilt by a team of sector-focused analysts, 35+ industry comp sheets, and Excel add-ins that let you use their industry-leading data in your own spreadsheets. Tegus' models automatically update each quarter, including hard to calculate KPIs like stock-based compensation and organic growth rates, empowering investors to bypass the friction of sourcing, building and updating models. Make efficiency your competitive advantage and take back your time today. As a listener, you can trial Canalyst by Tegus for free by visiting tegus.co/patrick. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss | @ReustleMatt | @domcooke Show Notes (00:02:24) - (First question) The year mobile gaming took off and the leaders in game development at that time (00:04:34) - The evolution of mobile game publishers since 2012   (00:08:50) - Mobile gaming business models; why “freemium” has thrived   (00:14:04) - The 95% rule for freemium; revenue per user is not as important when working truly within a freemium model    (00:21:18) - The ratio of average user retention vs great user retention; and measuring retention using DX values  (00:24:19) - Comparing game revenue before and after the decline curve of user base at the 30 day mark (00:29:23) - How much in-game advertising revenue makes up in the total revenue for a game (00:34:22) - The current business model for mobile gaming; 25 good games vs 1 viral hit game (00:37:32) - Balancing in-game advertising between outside revenue and a developer's gaming portfolio; determining high-potential players based on their immediate in-game behavior  (00:43:17) - Eco-system development or consolidation; The enduring theme that Eric expects to stick around for the next 3-5 years (00:47:18) - The overall health of the mobile gaming market; how the Digital Markets Act in Europe may lead to the fracturing of app stores and the benefits to the industry of that Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on the Wholesale Hotline Podcast (Wholesaling Inc Live Edition), Brent Daniels answers your questions live. Show notes -- in this episode we'll cover: The breakdown of the sources of Brent's deals in 2023. Brent's plan to make $2m in 2023. Brent answers your questions live. Please give us a rating and let us know how we are doing! ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ ☎️ Welcome to Wholesale Hotline & TTP Breakout

Overview: Today, we're going to talk about Twiga Foods. We'll explore the story across the following 6 areas Africa Agricultural context Kenya farming & market access context Twiga Foods' early history Twiga Foods' Product & monetization strategy  Twiga Foods' Competitive positioning & potential exit options Future outlook. This episode was recorded on May 28, 2023 Companies discussed: Twiga Foods, Apollo Agriculture, Vendease, Kibanda, Kellogg, Tolaram, Multipro, Olam, Dangote, Coca-Cola, Shoprite, Cargill, Nestle, Unilever & Safaricom (M-Pesa) Business concepts discussed: Agriculture technology (AgTech, AgriTech or AgroTech), Agribusiness marketplaces, farming financing, Farmer market access opportunities, SMB Retail, B2B solutions and Agriculture Logistics. Conversation highlights: (01:00) - Twiga Foods context (08:53) - Africa Agriculture context (18:30) - Kenya background and agriculture context (23:34) - Market access context in Africa (31:20) - Market access context at Twiga Foods' founding (40:12) - Founders' background and farming context (56:10) - Fundraising (1:04:10) - Geographical expansion, Partnerships and Hiring (1:15:00) - Metrics (1:20:15) - Product & Monetization strategy, Cost structure (1:32:58) - Competition (1:35:00) - Options for exit (1:45:50) - Olumide's overall thoughts and outlook (1:58:58) - Bankole's overall thoughts and outlook (2:06:31) - Recommendations and small wins Olumide's recommendations & small wins: Recommendation: Berkshire Hathaway story on the Acquired podcast. It has multiple parts and is really good. The Acquired podcast is like the non-African version of Afrobility. They tell stories of companies in developed markets. Alternatively you could say Afrobility is the African version of Acquired. Recommendation: Exxon-Mobil analyses on Business Breakdown podcast. Business Breakdowns is like a more serious suit-and-tie version of Acquired. As you can tell from my recommendations I like podcasts that analyse businesses. Small win: Sao Paulo trip. It was fun.  Small win: To physically touch and hold the Firedom (financial independence) book. I and Samon released the paperback and hardcover versions in May and I just received my author copy. It feels magical, the book is beautiful and bright red. Bankole's recommendations & small wins: Recommendation: Article about end of Life Dreams, Hallmarks of Good Product Sense & This Company Will Give You A Free TV In Exchange For Your Data | AdExchanger  Small win: The EPL season is over, and the suffering of being a Chelsea fan is on pause… Other content: Winning in Africa's agricultural market, After 18 Months, Your Investment Probably Isn't Getting Marked Up - Angellist & Kellogg purchases 50% of Multipro for $450M Listeners: We'd love to hear from you. Email info@afrobility.com with feedback! Founders & Operators: We'd love to hear about what you're working on, email us at info@afrobility.com Investors: It would be great to link up with you. Contact us at info@afrobility.com Join our insider mailing list where we get feedback on new episodes & find all episodes on Afrobility.com

Shaan's Free Workshop --> http://bit.ly/3INb6EV Episode 461: Shaan Puri (@ShaanVP) and Sam Parr (@TheSamParr) engage in a business breakdown duel where they dive deep into some interesting businesses. Vote for the winner of the duel in the comments. Plus, the story of Nike's Sonny Vaccaro. Want to see more MFM? Subscribe to the MFM YouTube channel here. Check Out Shaan's Stuff: * Power Writing Course * Daily Newsletter Check Out Sam's Stuff: * Hampton * Ideation Bootcamp * Copy That ----- Show Notes: (00:32) - Biz Breakdown Duel (01:30) - Petex (19:05) - T-shirt company (21:40) - Hims (41:15) - Zuck does The Murph (52:20) - Sonny Vaccaro story ------ Links: * Petex * Andrew Lynch - Net Income * Sacra * Hims * Do you love MFM and want to see Sam and Shaan's smiling faces? Subscribe to our Youtube channel. ------ Past guests on My First Million include Rob Dyrdek, Hasan Minhaj, Balaji Srinivasan, Jake Paul, Dr. Andrew Huberman, Gary Vee, Lance Armstrong, Sophia Amoruso, Ariel Helwani, Ramit Sethi, Stanley Druckenmiller, Peter Diamandis, Dharmesh Shah, Brian Halligan, Marc Lore, Jason Calacanis, Andrew Wilkinson, Julian Shapiro, Kat Cole, Codie Sanchez, Nader Al-Naji, Steph Smith, Trung Phan, Nick Huber, Anthony Pompliano, Ben Askren, Ramon Van Meer, Brianne Kimmel, Andrew Gazdecki, Scott Belsky, Moiz Ali, Dan Held, Elaine Zelby, Michael Saylor, Ryan Begelman, Jack Butcher, Reed Duchscher, Tai Lopez, Harley Finkelstein, Alexa von Tobel, Noah Kagan, Nick Bare, Greg Isenberg, James Altucher, Randy Hetrick and more. ----- Additional episodes you might enjoy: • #224 Rob Dyrdek - How Tracking Every Second of His Life Took Rob Drydek from 0 to $405M in Exits • #209 Gary Vaynerchuk - Why NFTS Are the Future • #178 Balaji Srinivasan - Balaji on How to Fix the Media, Cloud Cities & Crypto * #169 - How One Man Started 5, Billion Dollar Companies, Dan Gilbert's Empire, & Talking With Warren Buffett • ​​​​#218 - Why You Should Take a Think Week Like Bill Gates • Dave Portnoy vs The World, Extreme Body Monitoring, The Future of Apparel Retail, "How Much is Anthony Pompliano Worth?", and More • How Mr Beast Got 100M Views in Less Than 4 Days, The $25M Chrome Extension, and More

This is Dom Cooke and today we're breaking down Bayern Munich. Bayern is Germany's most successful football club and one of the world's biggest. Most importantly, it makes a great case for being the best-run club in football. It has an enterprise value close to €3 billion, no debt, has been profitable for 3 decades, and is majority owned by fans. Plus, it has a trophy cabinet to rival any club worldwide. Bayern has won a record 32 national Bundesliga titles, including the last ten in a row, and has won the prestigious Champions League, six times. To break down the business behind the club, I'm joined by Marie Schulte-Bockum, a football journalist and Munich resident. Please enjoy this Business Breakdown of FC Bayern Munich. 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 Tegus. Tegus is the modern research platform for leading investors, and provider of Canalyst. Tired of calculating fully-diluted shares outstanding? Access every publicly-reported datapoint and industry-specific KPI through their database of over 4,000 driveable global models handbuilt by a team of sector-focused analysts, 25+ industry comp sheets, and Excel add-ins that let you use their industry-leading data in your own spreadsheets. Tegus' models automatically update each quarter, including hard to calculate KPIs like stock-based compensation and organic growth rates, empowering investors to bypass the friction of sourcing, building and updating models. Make efficiency your competitive advantage and take back your time today. As a listener, you can trial Canalyst by Tegus for free by visiting tegus.co/patrick. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss | @ReustleMatt | @domcooke Show Notes (00:02:38) - (First question) - Overview of Bayern Munich (00:05:37) - How Bayern's been able to maintain such consistent success writ large (00:12:39) - What the 50+1 rule is and its implications for German football clubs (00:17:24) - Major differences between the Bundesliga and other European leagues (00:22:30) - What it takes to run a high performance team like Bayern Munich (00:28:39) - Driving profits and the three major revenue buckets for Bayern Munich (00:35:48) - Germany's influence being the biggest economy in the European Union (00:38:40) - How important European football is to every major club and broadcasting revenue (00:43:20) - Whether Bayern are buyers, builders, or borrowers in regards to their team  (00:51:15) - Overview of their expenses and the size of their wage bill  (00:53:43) - What financial fair play is and how it protects football clubs (00:57:27) - How they've managed to cultivate one of the biggest fanbases in the world (01:02:14) - Potential risks for Bayern Munich's continued success (01:04:18) - League-level discussions around sharing revenue equitably  (01:05:34) - Lessons for builders and investors when studying Bayern Munich's story 

The NIA boys discuss Pepe Coin, Hollywood Writers Strike & Blumhouse's Business Breakdown, and much more.Timestamps:(00:00:00) - Intro(00:02:33) - Pepe Coin(00:05:40) - The Meme Coin Phenomenon Explained(00:08:42) - Bitcoin & Ordinals(00:19:55) - The Hollywood Writers Strike(00:44:55) - A.I. and the Writers Strike(00:54:17) - Blumhouse Productions Business Breakdown(01:01:44) - Examples of “Constraints force creativity”What Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Watch + Subscribe on Youtube:https://youtu.be/4S6Vx07Xo-gListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcastFollow NIA on social media:Instagram: https://www.instagram.com/notadvicepod/Facebook: https://www.facebook.com/profile.php?id=100089813414522TikTok: https://www.tiktok.com/@niapodcast Links Mentioned:Pepe Traders2008 Writers Strike ConsequencesShonda Rhimes Netflix DealConan O'Brien Ring Spinning2023 Writer Strike Picket SignsJoe Rogan's Comedy Club Strategy Hosted on Acast. See acast.com/privacy for more information.

Want an in-depth look and summary of the key findings from Semrush's State of Search 2023 report? Spencer and Jared sit down today to discuss it all, sharing key insights that are sure to help site owners and niche site enthusiasts in all sorts of ways concerning: Niche traffic trends The number of new sites indexed Google Update and search volatility trends Important CTR data And more. Plus, they highlight some interesting findings in the report about the differences between paid and organic traffic. The conversation then shifts gears to discuss their side hustles. Spencer shares how his Amazon influencer project is going, including diving into some of the numbers and discussing whether it's likely to be a profitable niche pursuit.  Jared also touches on one of his side hustle successes, discussing how he reached 1000 email newsletter subscribers in just 8 weeks. And of course, they dive into interesting niche site finds, including BetterSheets.co, a site that offers a course on how to use Google Sheets that is making over $100,000 a year.  And a Mai Tai niche site that documents different types of Mai Tais from around the world, including recipes and history.  The guys suggest potential ways to expand the site, such as creating a directory of Mai Tai bars in Hawaii and other ways to better monetize the site. So make sure to listen to the full episode to gain lots of valuable info to help you kick off a productive weekend. Be sure to get more content like this in the Niche Pursuits Newsletter Right Here: https://www.nichepursuits.com/newsletter Want a Faster and Easier Way to Build Internal Links? Get $15 off Link Whisper with Discount Code "Podcast" on the Checkout Screen: https://www.nichepursuits.com/linkwhisper

Are you tired of the same old business talk that never gets to the heart of what's really happening in the startup world? We hear you, and we've got something special brewing for you. Introducing Get Sh!t Done's very first Tea & Town Hall, where experienced founders, investors, and operators gather to serve up the straight facts on the latest trends and developments in startups and business. This is a no-fluff zone where we keep it real and relatable. Here's a taste of what Tea & Town Hall offers: 1. The Inside Scoop: Dive into what's really going on in business and startups, keeping founders in the know and on their toes. 2. The Debrief: A break down the latest happenings and how they impact you and your business. 3. Growth Opportunities: A spotlight of the chances for you to level up and expand your horizons. Get 5-Min Growth Playbooks Weekly HERE Explore Membership HERE

This is Matt Reustle and today we are breaking down Europe's largest airline, Ryanair. As we do more breakdowns, we start to look for patterns of successful business models that succeed across different industries. Ryanair is another case study in low-cost shared economies of scale. To break down Ryanair, I'm joined by Holland Advisors' founder and portfolio manager, Andrew Hollingworth. Andrew was an airline analyst for a decade and has written extensively on Ryanair. He's a studier of business models and also joined me for our episode this past summer on Charles Schwab.  On this episode, we talk about what makes airlines such a difficult industry for investors, how CEO Michael O'Leary has taken a truly unique approach to building this business, and how to frame cyclical versus secular dynamics in the airline market.  Now, one quick note before we transition to the episode. You'll hear Andrew and I talk about O'Leary's unique PR approach with shareholders, the union, and pretty much anyone that he deals with. If you're interested in that type of dark arts of communication and media, make sure to check out our newest show at Colossus, Making Media. It operates as an ongoing Business Breakdown of our own business, Colossus, and we spend a lot of time studying the world of communications and media more broadly. You'll find a link to that series in our show notes. Make sure to subscribe.    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 Tegus. Tegus, the modern research platform for leading investors. I'm a longtime user and advocate of Tegus, a company that I've been so consistently impressed with that last fall my firm, Positive Sum, invested $20M to support Tegus' mission to expand its product ecosystem. Whether it's quantitative analysis, company disclosures, management presentations, earnings calls - Tegus has tools for every step of your investment research. They even have over 4000 fully driveable financial models. Tegus' maniacal focus on quality, as well as its depth, breadth and recency of content makes it the one-stop, end-to-end research platform for investors. Move faster, gather deep research to build conviction and surface high-quality, alpha-driving insights to find your differentiated edge with Tegus. As a listener, you can take the Tegus platform for a free test drive by visiting tegus.co/patrick.   -----   Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss | @ReustleMatt | @domcooke   Show Notes [00:03:12] - [First question] - Why airlines have such a bad reputation with investors  [00:04:20] - An overview of Ryanair and its size and scale today  [00:05:43] - Unique characteristics about Ryanair's business model that distinguishes them from their competitors [00:06:59] - How much overlap there is between Ryanair and Southwest Airlines   [00:09:10] - What keeps customers coming back to Ryanair [00:10:49] - What else stands out about Michael O'Leary that is key to Ryanair's success [00:12:16] - Michael O'Leary: Turbulent Times for the Man Who Made Ryanair [00:14:22] - How Ryanair's business model has evolved against cycles and opportunities [00:19:29] - What else goes into their cheap seat cost structure  [00:23:10] - Approaching labor in light of a unionized industry and workforce  [00:28:07] - The cyclicality of margins and how theirs look compared to their competitors [00:33:47] - Interesting data on airplane utilization and dynamic pricing   [00:36:40] - What's contributing to the lack of growth at easyJet  [00:37:52] - Ways low-cost providers hold up in recessionary periods  [00:39:19] - How much of their margins are translating into free cash flow  [00:42:37] - The risks to Ryanair's growth as a shareholder   [00:44:00] - Industry responses to cycles and recessionary environments  [00:46:31] - The main takeaways from Ryanair that could be applied elsewhere

Slow and steady always wins the race. Today, Alex (@AlexHormozi) talks about Chik-fil-A's story, interesting facts about the company, what they did to stay in the game, and some important lessons we can apply to our own businesses. Welcome to The Game Podcast where we talk about how to get more customers, make more profit per customer, and keep them longer, and the many failures and lessons we have learned along the way to $100M in sales. We've got roll-up-your-sleeves kind of hustle with a little bit of cleverness and a lot of heart. Timestamps:(1:43) - The difference between mercenaries and missionaries(5:41) - Longevity and staying deeply rooted in everything they did(9:26) - You have a “cash-year” machine and a “cash-reinvestment” machine(14:07) - Chik-fil-A, a company that believes in its values through and through & its culture of service(17:58) - Integral lessons to learn from Chik-fil-A's storyFollow Alex Hormozi's Socials:LinkedIn | Instagram | Facebook | YouTube | Twitter | Acquisition