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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
► Episode Notes: What's been happening to the price of butter? Find out on this week's PlayingFTSE Show! It's been a tough week for the stock market, especially on the UK side. Inflation has been weighing on both the FTSE 100 and the FTSE 250. There's also an interesting set of developments for oil and commodities, but where does this mean we should be looking for stocks to buy? Steve and Steve have the same sector in mind? Steve and Steve are fielding questions about the winners and losers from their stock portfolios. There's also a rant about antifragility, what it is and what it isn't that you probably don't want to miss! Steve W's top loser is a dividend stock that might be a surprise. But there's no surprise about Steve D's biggest winner – anyone that's been watching the show will know which one it is by now… Normally we talk about things we've been reading/listening to/engaging with. This week, Steve D has a full-blown Blinkist summary of ‘The Fund' – it just keeps on giving. With Boeing shares down, Steve W has been revising his notes on the Business Breakdown podcast covering the stock. But is this his opportunity or Someone else's? Warren Buffett has been looking for an acquisition opportunity for ages. Steve D thinks the Berkshire Hathaway CEO ought to just get on with the business of buying Boeing outright. The Berkshire Hathaway CEO has a huge cash pile. But Steve W has some hesitations with the idea of buying something of Boeing's size and scale. Steve D is on a 2-3 part series on stocks he's looking at. Part 1 was on Progyny and the next part is right here – it's on Clearwater Analytics. The stock is growing quickly and strongly and it looks like the margins are going to come through. There's a bit of a question mark over the company's market cap, though. Only on this week's PlayingFTSE Podcast! ► What We Consumed This Week: ► Support the show: Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse (All proceeds reinvested into the show and not to coffee!) There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?) ► Get a free share! Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too! https://www.trading212.com/invite/FMh1Cuvp ► Timestamps: 0:00 Introduction 0:54 Personal & Portfolio Updates Plus Why Antifragile Portfolios Are Dumb. 05:38 Inflation, Oil and Commodities 20:02 Our Best & Worst Performing Stocks 37:27 Great Book Recommendation! 45:05 Should Buffett Buy Boeing+ 53:28 Clearwater Analytics ► Show Notes: What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy ► Wanna get in contact? Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/ ► Enquiries: Please email - playingftsepodcast@gmail(dot)com
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
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
Bienvenidas de nuevo, amigas! I'm thrilled that you've joined us for another episode of "Bilingual Business Insights." In our last episode, we explored the foundational principles for building a successful business through daily practices. Today, we're taking it up a notch. We'll dive into strategies for scaling your business to reach that coveted six-figure milestone. We'll uncover the secrets of effective marketing, discuss the power of collaborations, and share valuable insights on how to maintain a healthy work-life balance amidst the hustle and bustle of entrepreneurship. >>>>>>>>>>>...........>>>>>>>>>>>............>>>>>>>>>>>>>..............>>>>>>>>>>>>>>>>>> Get your CELAVIVE mask here!! https://bit.ly/martisfavmask My FAV Affiliate links: Health & Wellness : https://bit.ly/joinmarti Check out some of my favorite journals and books here! https://amzn.to/3siywJ4 Get your Freebie -digital downloads here: https://www.shop.martiangel.com TAKE THE FREE QUIZ “ WHAT IS YOUR ENTREPRENEURIAL ARCHETYPE” https://bit.ly/Mbizquiz CHECK OUT ALL THE SOCIAL MEDIA AND BUSINESS TOOLS I RECOMMEND http://bit.ly/MARTIANGELTOOLS GET ALL OF MY EQUIPMENT HERE: http://bit.ly/MARTIANGELTOOLS Disclaimer Marti Angel is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to www.amazon.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
¡Hola, amigas emprendedoras! Mujer Preneurs Welcome to Mujer De Exito unbounded show today we chat about: "Bilingual Business Insights," I'm your host Marti Angel, and I'm excited to embark on this journey with you to help you create six figures while integrating simple daily practices into your business. Listen and find me on social media and say hello--- @martiangel_elc >>>>>>>>>>>>> >>>>>>>>>>>>> >>>>>>>>>>> Get your CELAVIVE mask here!! https://bit.ly/martisfavmask My FAV Affiliate links: Health & Wellness : https://bit.ly/joinmarti Check out some of my favorite journals and books here! https://amzn.to/3siywJ4 Get your Freebie -digital downloads here: https://www.shop.martiangel.com TAKE THE FREE QUIZ “ WHAT IS YOUR ENTREPRENEURIAL ARCHETYPE” https://bit.ly/Mbizquiz CHECK OUT ALL THE SOCIAL MEDIA AND BUSINESS TOOLS I RECOMMEND http://bit.ly/MARTIANGELTOOLS GET ALL OF MY EQUIPMENT HERE: http://bit.ly/MARTIANGELTOOLS Disclaimer Marti Angel is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to www.amazon.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
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 $25M Chrome Extension, and More
This week we have a jam-packed show. We start by discussing British American Tobacco ($BTI, $LON:BATS) who replaced its CEO Jack Bowles after the company received a fine of $635 for doing business with North Korea. EDGI talks about the number of intangibles on the company and we give our thoughts on the amount of goodwill the company holds on its balance sheet. Intangibles make up ~70% of the balance sheet. Goodwill is approximately 25% which is a lot. Combustibles is declining rapidly however the dividend seems safe at ~50% payout to FCF. Dividend Hikes this week - Chubb Limited ($CB) hikes dividend by 3.6% to $0.86 quarterly. This marks the 30th consecutive annual increase in the company's dividend Our main topic centers around Realty Income ($O). Why are we talking about Realty Income What makes them so special What concerns us about Realty Income How do we analyze a company like Realty Income What is our fair value valuation of the company We finish the show off with lots of questions from the community Tickers mentioned are - $BTI, $O, $CB, £CSN, $MLI,$BUD, $DIS, $TGT, $WBA, $SCHD, $MO, APD, $TSN, $MMM, TYO:8058 WHA.AS, SBMO.AS, SIE.DE, $PYPL, $AFG, ALV.DE,NN.AS, $TROW, ASRNL.AS Links mentioned in the show Company Deep Dive - NextEra Energy Partners (NEP) - (dividendstockpile.com) Why Life With Dividends Sold Digital Realty Trust ($DLR) https://dividendtalkpodcast.com/ FINVIZ.com – Stock Screener Would you like to support us? Join us on Facebook: https://www.facebook.com/groups/dividendtalk Or if you are interested in buying a nice t-shirt or hoodie with one of your favorite quotes from the dividend talk podcast? Then check out our Dividend Talk shop: https://dividendtalk.myspreadshop.ie/
Business Breakdowns✓Claim Key Takeaways Check Out the Business Breakdowns Episode Page & Show NotesRead the full notes @ podcastnotes.orgThis 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
Business Breakdowns✓Claim Key Takeaways Check Out the Business Breakdowns Episode Page & Show NotesRead the full notes @ podcastnotes.orgThis 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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
Colin and Brent discuss how Brent Beshore's Permanent Equity built its holding company.Colin" breakdown of Permanent Equity: https://www.colinkeeley.com/blog/bren... Enroll in Colin's "How To Buy a Small Business" Course & Community https://www.indiepe.comGet our SaaS Growth Playbook https://www.indiepe.com/growthSell your SaaS at https://www.vernehq.com
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
all about the business and pricing for DJs and their clients, brought to you by DJ Showout! DJ Showout will be discussing the ins and outs of how DJs work with their clients, and what you can expect when hiring a DJ for your event. As an experienced and talented DJ, DJ Showout has a wealth of knowledge to share about the business and pricing of DJ services. we will be going over: 1. Create a pricing brochure / one sheet 2. Set up a meeting 3. Follow up with the client 4. Establish your agreement contract 5. Communicate between inquiry and day of the event 6. Final payment to be paid before the event or day of before set up begins 7. Jam out and have a good time! Whether you are a DJ looking to grow your business or a client in need of a great DJ, this video is for you! DJ Showout's expertise and insights into the world of DJing will provide valuable advice to both DJs and clients on how to navigate the business and pricing aspects of their work. --- Send in a voice message: https://podcasters.spotify.com/pod/show/djshowout919/message
Episode #574 vom 09.03.2023 Den Podcast als Newsletter kriegen? Komm in die Gruppe! Kasper Rorsted kann die Miete bezahlen, Vitalik Buterin kriegt die Miete geschenkt und vier Aroma-Konzernen scheinen sich die Miete zu teilen. Ansonsten ist Continental stark unterwegs und Amazon kryptisch. Wise (WKN: BL9YR7) freut sich, wenn ihr Geld überwised. Western Union hasst es. Business Breakdown. Bitcoin ist das Gold der Kryptowelt und kann gar nix. Also kommt Stacks und kann alles. Wie zum Beispiel 115% Rendite. Diesen Podcast vom 09.03.2023, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices
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
This is Dom Cooke and this week is a little different. It's Super Bowl week and to get in the mood, we're doing a sports special as we break down the business behind 3 iconic sports - The NFL, Formula 1, and the PGA Tour. Now, these are not new episodes. We have covered each of these sports over the past two years on Business Breakdowns. But for this episode, we have condensed those conversations into 100 minutes of action, focusing on the similarities and differences between these major leagues. In terms of revenue, the NFL dwarfs the other two sports. But in terms of eyeballs, Formula 1 is the clear global leader. And from a strategic perspective, it's fascinating to see the evolution since we aired these episodes. For example, you'll hear Formula 1's CEO talk about the US being a key growth market, and then you'll notice that last week Red Bull unveiled their 2023 car in New York. This year's calendar has 3 US races. Similarly, the upcoming weekend is the second in a series of PGA Tour events designed to bring more of the top golfers together on a regular basis. Neil explains why that was desperately needed in more detail towards the end of this episode. Finally, before we jump into the action. I wanted to highlight our newest Colossus show, Making Media. If you enjoy Business Breakdowns, I think you'll enjoy that show too. I think of it as a real-time Business Breakdown of our media business, Colossus, and the media industry writ large. Make sure to check it out if you like the sound of it. You'll find a link in the show notes. Now, without further ado - let's get to the Business of Sport, starting with the NFL. Making Media: Hunting for Magicians with Patrick O'Shaughnessy The National Football League Formula 1: The Iconic Motor Sport PGA Tour: Playing Under Pressure 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. 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 Show Notes PART 1: THE NFL (LINK TO FULL EPISODE) [00:03:10] - [First question] - Overview of what the NFL is [00:04:32] - The financial side of the NFL as a business and their biggest points of growth [00:07:46] - The rough growth rate of the NFL over the past five years [00:08:23] - General scale of the viewership and audience of the NFL [00:09:54] - How the NFL is structure and what's unique about it [00:14:07] - The media rights profit split [00:15:43] - Other major differences between the NFL and other major sports leagues [00:16:40] - The implications of players getting paid a set pool for their team [00:18:09] - The history of the NFL and its rise to prominence [00:21:23] - Big milestones and when the NFL became bigger than the MLB [00:22:48] - Evolution of their media rights and viewership over the decades [00:24:39] - How their game schedule creates scarcity within football [00:27:20] - Additional revenue streams at the league level [00:30:28] - The major contributing factors to the NFL's costs at the national level [00:32:03] - What it costs to run an NFL game give or take [00:33:00] - Other drivers that could move the topline revenue today PART 2: FORMULA 1 (LINK TO FULL EPISODE) [00:35:25] - The viewership and fanbase of Formula 1 as it exists today [00:36:47] - To what he most attributes the massive size of F1's reach to [00:38:00] - Overview of the three unique revenue buckets for F1 [00:39:54] - The economics of the racetracks and their promotional revenue [00:43:54] - Thoughts on expanding the number of races and tracks [00:46:17] - How F1's broadcast deals work and how they generate revenue [00:51:11] - Sponsorship revenue and how they work writ large [00:53:17] - Partnering with Netflix and opening up drivers on social media [00:57:49] - The Concord Agreements and why the 2021 agreement was so different [01:00:05] - What great means for cars, drivers, and teams [01:04:18] - What will be the most different about F1 in the next five or so years PART 3: PGA TOUR (LINK TO FULL EPISODE) [01:07:41] - A basic summary of the PGA tour and its size and scale today [01:11:23] - Overview of the Tiger tax [01:13:24] - When the PGA tour was founded and key moments across its history [01:20:04] - Making the switch from a For-Profit to a Nonprofit organization [01:20:03] - The business structure of the PGA tour writ large [01:24:53] - Reasons behind the 72 hole stroke play format [01:27:09] - How the revenue is paid out and the split across players and operating expenses [01:30:24] - Why the SGL and PGL tour believe they can disrupt the PGA tour [01:38:38] - Changing their format would result in nuking their existing business model
For episode number 1 - we sat down with the father of Colossus, Patrick O'Shaughnessy. You likely listen to Patrick's Invest Like the Best podcast but in the small chance you don't - I'd highlight it's the magnet that brought everyone at Colossus to Colossus. We had this conversation between Christmas and New Years of 2022. It was originally intended to be an annual recap episode but Dom and I decided to cover a variety of topics: Patrick's path to media, how he views Colossus the business, and what he thinks about behind the scenes. After the interview, you will hear Dom and I debrief on the conversation. It's something that we plan to do after each interview. It's something we hear every once in a while on other podcasts and personally I love it. It's the ideal breaking of the 4th wall where you get some extra juice. Enjoy. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- 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 provide up until the summer of 2022 but we were constantly having issues with the 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 | @JoinColossus Show Notes [00:01:30] - INTRO [00:02:34] - The catalyst for launching Colossus Media [00:07:00] - Expectations for the business vs. where it is today [00:09:49] - Goals vs. output [00:12:32] - Why it's easier to start a media business and what makes a great one [00:15:05] - Media brands Patrick admires [00:17:17] - Traits that make a great interviewer [00:18:43] - Content before dollars [00:20:53] - How the Invest Like the Best curse has made them rethink things [00:24:44] - How the audience plays into picking guests/topics [00:26:22] - Any future evolution of Invest Like the Best [00:29:09] - Video's role in the future of the business [00:31:00] - Success for Invest Like the Best moving forward [00:33:54] - Knowing when a conversation will be successful [00:35:41] - Advice to folks looking to host a podcast [00:39:12] - What plays into the success of Business Breakdown [00:41:59] - Lessons about building a brand [00:47:11] - Maintaining standards for a brand [00:49:27] - Finding magicians to interview and work with - Aliens, Jedi & Cults [00:59:30] - Behind-the-scenes experiences that stand out [01:04:50] - Debrief Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, myself and Michele Laine discuss her family's story of crisis in business, dealing with banks threatening their security… that led them to learning to surrender to God and cherishing Joy moments in the Storm! Michele Laine is Founder and CEO of Michele Laine Coaching. She is an Intuitive Life & Business Coach, Master Numerologist, Self-Mastery Mentor, Speaker, and Best-Selling Author for her book, ”Stronger Than The Storm: Proven Strategies, to Conquer Fear, Discover Strength, and Overcome the Unexpected”. She is also founder and facilitator of Elevate Women's Wellness Retreats. Her passion for human behavior, neuroscience, and the quantum impact of the energetics of the body, led to studies and certifications in Neuro-Transformation, Breakthrough Coaching, Belief Clearing, NLP, Brainspotting, HFT: Hoʻponopono Freedom Technique, Reiki, Quantum Numerology, and Universal Law. I am your host, Marci Nettles. I have had a lifetime of opportunities where I had the choice to Breakdown or Breakthrough. It is my hope this Podcast may become your light in the darkness, as you listen to the stories of people I consider “heroes.” Each one had a point where they too had to choose to either Breakdown or Breakthrough! Thank you for listening! Please connect with Michele: Find Marci at marcinettles(.)com
Today, we are running a bonus Business Breakdown borrowed from the newest Colossus series, Return on India. Saahil Goel, founder of Shiprocket, joins Romeen Sheth to break down the business. If you enjoy this episode and would like to learn more about the Indian business landscape, subscribe to Return on India. ----- My guest today is Saahil Goel, founder and CEO of Shiprocket. Over the last decade, a number of startups that have reached escape velocity in India have followed the X for Y startup model. They've taken influence from something that works in the US and western markets and applied it to India. The next generation of winners will build Native India use cases, and Shiprocket is a perfect example. The business started out as Shopify for India and eventually pivoted to an e-commerce logistics aggregator when they realized the underlying infrastructure that made Shopify successful in the west didn't exist in India. Fast forward, and Shiprocket is one of the fastest-growing and most well-positioned technology companies in India today. We unpack how to build for India, from India, how to capture value from India's long tail merchant segment, which is over 60 million businesses, and the common headline pitfalls investors fall into when evaluating startups in India. Please enjoy my conversation with Saahil Goel. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Return On India is a property of Colossus, LLC. For more episodes of Return On India, 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: @RomeenSheth | @joincolossus Show Notes [00:02:47] - [First question] - The first iteration of Shiprocket back in 2012 called KartRocket [00:08:26] - What drove the pivot from KartRocket to Shiprocket [00:12:13] - Examples of why US eCommerce models just don't take off in India [00:19:28] - The challenges of building businesses for consumers outside of India [00:25:54] - Courrier aggregation and capturing value in this type of business model [00:31:22] - Why the large pre-existing couriers aren't attacking this space successfully [00:34:35] - Unpacking what RTO is and its scale and challenges specifically in India [00:39:56] - How software and intelligence drives the ability to know the consumer in a way that larger infrastructure and couriers can't in India [00:43:31] - Similarities between the rise of Shiprocket and the prior evolution of the Chinese eCommerce and tech ecosystems [00:46:59] - The next pieces that need to be built for Shiprocket for them to continue growing and succeeding at the rate they are [00:53:07] - The tension of vertical integration without building out capital-intensive infrastructure [00:55:53] - Thoughts about the opportunity set for India going forward
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
This is Jesse Pujji and today we're breaking down Netflix, the pioneer in entertainment streaming. Founded in 1997, Netflix has evolved over the years to become the leader in streaming entertainment with over 200m subscribers globally. To break down Netflix, I'm joined by Ben Weiss, the Chief Investment Officer of 8th & Jackson. In this breakdown, we go into detail on Netflix, from their culture and tech advantages to how content drives the business to how they may start generating substantial free cash flow in the future. Please enjoy this Business Breakdown of Netflix. 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 new digital hub for market intelligence. The Tegus platform empowers Investors and Corporate Development teams to invest smarter by pairing best-in-class technology with the highest quality user-generated content and data. Find out why a majority of the top firms are using Tegus on a daily basis. If you're ready to go deeper on any company and you appreciate the value of primary research, head to tegus.co/breakdowns for a free trial. ----- 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 Show Notes [00:02:14] - [First question] - What Netflix is and their size and scale today [00:03:49] - What portion of their content is original versus pre-existing licensed content [00:05:01] - Netflix's founding story and the three stages of their evolution [00:07:06] - Their culture and leadership from an investor's perspective [00:08:50] - Examples of courageous decisions Reed Hastings made [00:10:08] - Overview of the streaming market and how it's impacted Netflix [00:11:28] - How to think about the competitive landscape as it exists today [00:15:36] - Overview of their P&L starting from revenue and working down to EBITDA [00:17:51] - Thoughts about unit economics and customer churn [00:20:28] - Evaluating how much pricing power they have [00:22:47] - How much headroom there is in the US for incremental subscription growth [00:25:43] - Other big revenue drivers and potential opportunities to sustain their trajectory [00:27:21] - The impact on Netflix's churn rate when Disney Plus launched [00:28:31] - Capital allocation and profits spent producing original content [00:31:25] - Content spend compared to their competitors and the economics of licensing existing content [00:36:09] - Noteworthy numbers and strategies when it comes to marketing [00:38:19] - R&D spend and technology advantages that Netflix has [00:45:34] - Other unique aspects about Netflix that are worth mentioning [00:46:44] - The bull case for Netflix and what would allow for their continued success [00:49:54] - The biggest risks for Netflix and the bear case for the business [00:51:12] - Lessons for builders and investors when studying Netflix's story [00:55:10] - Where to go to learn more about Netflix
Today's Breakdown is a little different. For one, I'm Ali Hamed, an investor at Crossbeam and CoVenture, and I'll be your host. Secondly, in this conversation, we are studying a private company that you're unlikely to have heard of. That business is Spotter, and they play a fascinating role in the flourishing creator economy. Specifically, they provide capital and knowledge to a number of the world's most influential creators, including Mr Beast. So in the process of discussing Spotter, we will also dive into the inner workings of YouTube and their creator platform. To break down Spotter, I'm joined by their CEO, Aaron DeBevoise. Aaron has spent his career at the intersection of entrepreneurship, investing, and digital content. I've worked with Aaron for a number of years and learned a ton about this ecosystem from him. Please enjoy this Business Breakdown of Spotter. 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 new digital hub for market intelligence. The Tegus platform empowers Investors and Corporate Development teams to invest smarter by pairing best-in-class technology with the highest quality user-generated content and data. Find out why a majority of the top firms are using Tegus on a daily basis. If you're ready to go deeper on any company and you appreciate the value of primary research, head to tegus.co/breakdowns for a free trial. —-- 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 Show Notes [00:02:52] - [First question] - How the YouTube ecosystem became what it is today [00:05:52] - The transition from mobile to professional television quality content [00:08:58] - How advertising on YouTube works and generates revenue for its creators [00:11:47] - The moment YouTube had to differentiate themselves from Google's ad auction [00:13:20] - How the pandemic has accelerated the pace of their ad revenue [00:16:19] - Why YouTube nailed monetization in a way that other platforms haven't [00:18:53] - His background and how he came to learn so much about YouTube [00:22:57] - Capital deployed and projects financed so far in the YouTube ecosystem [00:25:13] - Overview of the main ways to fund a YouTube creator [00:27:30] - Thoughts on pricing and his risk reward perspective [00:30:49] - The breadth of uses for proceeds when creators invest in their brands [00:36:42] - What ad optimization and asset management means in this asset class [00:38:48] - The order of magnitude people are willing to pay for premium content [00:40:06] - Where the barriers to entry are that make Spotter so defensible [00:45:06] - The future of YouTube in the next five to ten years [00:47:03] - Something he used to believe about YouTube that has changed
Timestamps:(00:00:00) - Intro (00:02:29) - Meme Of The Week: Paypal (00:04:41) - Paypal AUP Overreach(00:27:40) - Draymond Green Punch Video (00:30:27) - Why TMZ Always Gets The Tape (00:35:21) - How Hollywood Was Managed (00:41:17) - TMZ.com Beta (2005) (00:45:52) - The Ethics Of TMZ (00:56:43) - TMZ's Vault (01:06:35) - AI-Gen podcast - Joe Rogan with Steve JobsWhat 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/TmVLHsADBWQJoin our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcast Hosted on Acast. See acast.com/privacy for more information.
This is Zack Fuss, an investor at Irenic Capital, and today we are breaking down Intuit. Started by a former Procter & Gamble employee in 1983, Intuit has grown into the premier platform for consumers and small businesses to manage their finances and pay taxes. Along the way, it has fought off significant competition from the likes of Microsoft and others, and delivered handsome returns for its shareholders. In recent years, it has spent over $10 billion adding Credit Karma and Mailchimp to its platform of services. To break down this $100 billion market cap business, I'm joined by John Feeley, Deputy CIO and a Portfolio Manager at Findlay Park. Please enjoy this Business Breakdown of Intuit. 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 streamlines the investment research process so you can get up to speed and find answers to critical questions on companies faster and more efficiently. The Tegus platform surfaces the hard-to-get qualitative insights, gives instant access to critical public financial data through BamSEC, and helps you set up customized expert calls. It's all done on a single, modern Saas platform that offers 360-degree insight into any public or private company. I've been so impressed by the platform that my firm, Positive Sum, recently made an investment in Tegus. We did so because we feel that Tegus will be the gold standard platform for investing research for decades to come. If you're ready to go deeper on any company and you appreciate the value of primary research, head to tegus.co/breakdowns for a free trial. —-- This episode is brought to you by Daloopa. Daloopa streamlines a major pain point for investors. By capturing all of a company's KPIs and adjusted financials into their database - Daloopa makes it easy to quickly update your models for what matters. Daloopa uses AI to find every KPI disclosed - from charts, to text, and even from footnotes of investor presentations. Daloopa updates these KPIs and data points in your existing Excel models in one click, regardless of your source or format. Test Daloopa for free at daloopa.com/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 Show Notes [00:03:19] - [First question] - What Intuit does and their various offerings [00:04:14] - The size and scope of their business lines and customer bases [00:06:20] - Power to the People; How Intuit was founded [00:09:47] - Evolving from Quicken to the core franchise of small business accounting and consumer tax [00:13:30] - The value proposition of their products and their economic models [00:17:43] - Whether or not Intuit's offerings have a network effect similar to Microsoft Office [00:21:56] - The barrier to entry for competition and what makes them so defensible [00:26:04] - High level overview of the financials of the business [00:30:22] - The competitive advantage of their culture and managerial style [00:34:49] - Capital allocation historically for the company [00:37:09] - The commercial imperative to acquire Credit Karma and Mail Chimp [00:40:18] - Why acquire Mail Chimp given how different it is from their existing offerings [00:43:06] - Potential risks for Intuit given the stride towards tax simplification [00:45:31] - The key drivers of their growth beyond their expected GDP percentage [00:49:45] - Lessons for investors and builders to take away from Intuit
The Action Academy | Millionaire Mentorship for Your Life & Business
Farris Gosea is a Multifamily Investor and Commercial Broker out of northwest Indiana. Today we talk about how he created MASSIVE levels of cash flow in under 5 years!Farris Gosea is the founder and CEO of Rothstone Capital Group. He has extensive experience in the residential and commercial real estate industry, value-add rehab, management, and brokerage. In the last few years, he has scaled his personal portfolio to 510 units in Northwest Indiana. Farris owns and controls approximately $65 million and has created over $20 million in equity through value add processes. Prior to his real estate career, Farris played tennis on the ATP tour reaching a career high of #400 in the world. For Frameworks, Freedom Tips, and Millionaire Financial Breakdowns -Subscribe to our 5 Minute Weekly Newsletter (Thursday 10 AM EST)https://brianluebben.com/newsletterMust Leave Rating and Review and Have an Emergency Fund to Book a Call BELOWBook a 15 Minute "Freedom Call" (2 Spots Available)https://calendly.com/brianluebben/15minTwitter @theactionpodIG @brianluebbenhttps://brianluebben.comhttps://www.rothstonecapitalgroup.com/farris-gosea
Tuesday SPAC-tacular! J+M cover the biggest on-goings in the world of SPACs, including: the latest in the trial of former Nikola CEO Trevor Milton (1:55), Chamath winding down $IPOD and $IPOF and returning money to investors (30:53), and a breakdown of Rumble's business after completing its SPAC! (42:55) (0:00) J+M tee up today's SPAC-tacular episode! (1:55) More chaos at Nikola, Jason reacts to TWiST interview reportedly being used in court (10:48) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist (12:04) State of charges against former Nikola CEO Trevor Milton, lessons for founders to take away from this saga (23:18) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (24:37) How Jason avoids founders pitching ahead of their skis (30:53) Chamath to wind down $IPOD and $IPOF (35:06) Revelo - Get 20% off the first 3 months by mentioning TWIST at https://revelo.io/twist (36:33) Jason's thoughts on the market and the state of SPACs, plus a JAY TRADE! (42:55) Rumble completes SPAC merger, J+M break down the business FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
The Action Academy | Millionaire Mentorship for Your Life & Business
Today we have a non-traditional episode with a company that is currently open for investment capital. We break down the business strategy and revenue models to see how a coffee company runs their business!The Green Coffee Company is a consolidated coffee farming operation based in Medellin, Colombia. The company's innovative business model allows complete control of the supply chain: from cultivation, through processing, to direct trade with end clients. The GCC's holistic approach to the coffee sector and commitment to best environmental practices not only establishes the long-term profitability and sustainability of the business, but also improves the quality of the coffee produced on the farms.For Frameworks, Freedom Tips, and Millionaire Financial Breakdowns -Subscribe to our 5 Minute Weekly Newsletter (Thursday 10 AM EST)https://brianluebben.com/newsletter@brianluebben@actionacademypodcasthttps://brianluebben.comhttps://gcc-coffee.com/Resources:GoBundanceAre you an accredited investor and want to learn more about GoBundance?www.gobundance.comBook a call to learn more: https://calendly.com/brianluebben/gobundance
If you ever wondered what we do inside of the Coaches University, I've created this video to give you a breakdown of what we do with our coaching clients. We have clients who are WINNING! If you're interested to building a simple coaching business system that gets you repeatable results then check out what we do at https://www.lucasrubix.com/universityEnjoy The Podcast!-LucasWORK WITH US!
This is Dom Cooke and today we are breaking down the freight railroad business, Union Pacific. Union Pacific is interesting for a number of reasons. Its first tracks were laid in a time of horsepower, over 150 years ago. It operates a duopoly in the West of the US with Burlington Northern Santa Fe, a rail owned by Berkshire Hathaway. And despite being capital intensive, it earns higher operating margins than Microsoft. But above all, it is a crucial link in the global supply chain, moving much of what the US economy is built on. To break down this $140 billion railroad operator, I'm joined by Matt Reustle, the CEO of Colossus and a former transport analyst. Please enjoy this Business Breakdown of Union Pacific Railroad Company. 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 new digital hub for market intelligence. The Tegus platform empowers Investors and Corporate Development teams to invest smarter by pairing best-in-class technology with the highest quality user-generated content and data. Find out why a majority of the top firms are using Tegus on a daily basis. If you're ready to go deeper on any company and you appreciate the value of primary research, head to tegus.co/breakdowns for a free trial. ----- This episode is brought to you by Scribe. Scribe is the trusted transcription provider for the business and investing community. Scribe is designed to accurately transcribe messy, real-world audio and is unique in that it's optimized for the complexities of enterprise audio, such as company and product names, currencies, accents and numbers. Visit kensho.com/breakdowns to learn more and unlock your free trial. —-- 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 Show Notes [00:03:01] - [First question] - A general overview of the transportation sector [00:05:38] - What a Class 1 railway is and what the railway industry looks like [00:07:40] - Is there cartel-like behavior and collusion between railway companies? [00:12:24] - What a rail network consists of at the unit and asset level [00:17:48] - Whether or not consumer railroads are independent from freight railroads [00:18:57] - Interchange when goods are transferred from the east coast to the west coast [00:20:17] - Who Union Pacific's customers are, what they move, and their business writ large [00:22:51] - Defining intermodal and its implications for railways [00:25:35] - The Box; Whether or not all transport volume in 50 years will be intermodal [00:26:37] - How they determine the rate they charge customers [00:28:41] - Ways that geography impacts what is being transported [00:31:28] - The income statement and economics of rails through the lens of UNP [00:36:11] - Improving efficiency and ROI while not having to submit to customers [00:40:12] - How different policies affect railway margin profiles [00:41:56] - Operating ratios and why they're the metric most referenced for performance [00:44:38] - The nature of cyclicality and its driving forces [00:48:15] - Thoughts about capital allocation given being high CapEx and their free cash flow [00:52:27] - How inflation and current events lately positively and negatively affect UNP [00:54:16] - What would make him nervous as an analyst looking at UNP in the years ahead [00:56:33] - Talk or plans to electrify and migrate away from fossil fuels [00:58:22] - Lessons learned from UNP that could be applied to other industries and investing
Today we are running a special episode in our Business Breakdowns feed. My guest is Alex Danco from Shopify - who you may remember from our Business Breakdown on Shopify in 2021. Our conversation focuses on a new concept, tokengated commerce, and how Shopify is building around this theme. Given the market turmoil in crypto assets, we talk about true use cases of tokengated commerce and why blockchain technology is unlocking something that was not possible otherwise. This episode originally ran in our Web3 Breakdowns feed and represents an interesting case study of corporations embracing blockchain technology. Please enjoy my conversation with Alex Danco. 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 Coinbase Prime. Coinbase Prime combines advanced trading, battle-tested custody, financing, and prime services in a single solution. Clients have used our comprehensive investing platform to execute some of the largest trades in the industry because they are the only publicly-traded company with experience trading and custodying crypto assets at scale. Get started with Coinbase Prime today at coinbase.com/prime. ----- Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 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: @Web3Breakdowns | @ericgoldenx | @patrick_oshag Show Notes [00:02:16] - [First question] - What Shopify itself is as an ecosystem and service [00:05:14] - An example of interoperability and the power of platforms outside of Shopify [00:07:02] - How interoperability and platforms come together [00:12:08] - Where a a constraint-standard resulted in failure [00:14:26] - Why Shopify is so heavily invested in tokengated commerce [00:17:10] - Lessons learned about the scarcity function of tokens and how they'll work [00:20:34] - Whether or not Shopify will be building their own crypto wallet [00:24:48] - The important role blockchains play in tokengated economics [00:28:16] - Overview of the mechanics and offering Shopify is building [00:32:16] - Tokens help establish protocol adoption [00:34:27] - Which blockchains and protocols will be mostly used in Shopify's endeavor [00:36:33] - Why can't it be key-gated instead of tokengated [00:39:00] - Conjuring demand and how Shopify will create demand for their new system [00:45:46] - The differences between someone's identity and a token holder [00:47:55] - Signals that suggest tokengated commerce will be a big thing [00:51:02] - Why this concept hasn't been more widely adopted already [00:54:39] - When there will be a solution to easily create and distribute tokens [00:56:39] - Where things will go from here [00:59:35] - Reasons why this might not have taken off in five years
On this episode, Austin and Chris bring in Young Money Capital to discuss the credit scoring market, breakdown FICO's business model, and other related areas in the industry. Feel free to send us an email at voltovaluation@gmail.com with any feedback, questions, recommendations, or ideas for future episodes. If you want to support the show in a quick way, give us a review and/or a follow on our Twitter page: @VolToValuation. We're continuing to learn and improve, and your feedback is greatly appreciated! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/vol2val/support
In our second edition of business breakdowns, we have on Gianni Di Mattia to breakdown Google. In this episode we discuss Google's business segments, future growth drivers, hurdles/risks for Google, current news flow on the company, and much much more. Feel free to send us an email at voltovaluation@gmail.com with any feedback, questions, recommendations, or ideas for future episodes. If you want to support the show in a quick way, give us a review. We're continuing to learn and improve, and your feedback is greatly appreciated! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/vol2val/support
In our first business breakdown we have on @amazonholder1 to break down Amazon. In this episode we discuss the vast amounts of businesses that Amazon operates such as: AWS, Third-Party Seller fees, E-Commerce, subscription services, and much much more. Feel free to send us an email at voltovaluation@gmail.com with any feedback, questions, recommendations, or ideas for future episodes. If you want to support the show in a quick way, give us a review. We're continuing to learn and improve, and your feedback is greatly appreciated! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/vol2val/support
Gavin hosts Fred and Lateresa on the show to share the successes they've been having. They have been following our program closely, taking consistent action, and seeing great results over the last several months. They even kept the momentum in their business going as they moved from Virginia to Texas! Their commitment and willingness to stick with it are really paying off.One of the biggest reasons Fred and Lateresa were able to keep things running during their move was their direct mail campaign. They relied on some key partnerships to help them out as they focused on this important life transition. Now that they have a solid pipeline, they're working on setting up a texting strategy to help manage follow up. This year, they plan on hiring a VA and strategizing with them so they can make the most of the assistance.Fred and Lateresa stay encouraged and motivated, thanks to our group coaching calls. It's important to hear from our clients as much as possible, learning how they dealt with their own unique scenarios in case you ever run into them yourself. Constantly hearing about successes in real estate can make a lot of people think that breaking into it is easy. The reality is that it takes a lot of hard work. Fred and Lateresa's latest deal made them $40K, but it took them six months to get there. Celebrate your wins whenever possible, no matter how easy or small they are. Keep going because all of your work will pay off in the long run.What's Inside:—Fred and Lateresa's direct mail strategy.—How Fred and Lateresa kept the momentum going in their campaign while moving to a new state.—Why coaching and partnerships are important to your success in real estate.
This is Jesse Pujji and today we are breaking down ViacomCBS. This episode has a different format - you'll hear from both an investor and from company management. Chris Marangi from Gabelli Asset Management starts us off with a history of ViacomCBS. He goes deep into the dynamics of content creation, curation, and distribution, hitting home the value of IP. Then he helps break down how ViacomCBS is transitioning from a shrinking linear business to a growing streaming business. Next, I sit down with the CFO of ViacomCBS, Naveen Chopra. He shares his views on the business today, how he thinks about capital allocation, and how streaming will evolve for ViacomCBS. Please enjoy this Business Breakdown. 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. We created Business Breakdowns to uncover the lessons and frameworks behind every business, and that's what makes Tegus our perfect launch partner. Much of the foundational prep for these episodes starts with research on the Tegus platform. With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 20,000 calls on Coinbase, Hinge Health, Farfetch, or almost any company of interest. All you have to do is log in. If you're ready to go deeper on any company and you appreciate the value of primary research, head to tegus.co/breakdowns for a free trial. ----- This episode is brought to you by Quartr. With Quartr, you can access conference calls, investor presentations, transcripts, and earnings reports – straight from your pocket. Quartr is 100% free and includes companies from 12 markets including the US, the UK, Canada, India, and all the Scandanavian countries. Quartr is available for both iOS and Android, so check out the app today. ----- 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 Show Notes - Pt 1 with Chris Marangi [00:03:31] - [First question] - What is ViacomCBS [00:04:10] - What a typical media conglomerate looks like [00:06:45] - The scale and size of ViacomCBS today [00:09:03] - Starting as a radio business and becoming a diversified conglomerate [00:11:25] - What the competitive landscape looked like fifteen years ago [00:14:07] - Economics of a typical cable network channel like ESPN or MTV [00:16:23] - Key differentiators between a good and a bad channel revenue-wise [00:17:22] - The important roles movies play and how the film industry works writ large [00:18:12] - Durable competitive advantages in producing strong content [00:19:26] - How much of their market cap is their catalog [00:20:04] - Adopting a streaming model and the impact of this inflection point [00:24:33] - Thoughts on customer acquisition in movies and streaming services [00:25:33] - What has to go right for their market cap to double in the next decade [00:27:55] - What will have gone wrong if they don't grow over the next decade [00:28:26] - Lessons for entrepreneurs and investors when studying ViacomCBS's story [00:29:33] - Learn more about ViacomCBS and the cable industry; Cable Cowboy Pt 2 with Naveen Chopra [00:30:27] - [First question] - Overview of the different businesses within ViacomCBS [00:34:07] - Size of the broadcast arm of ViacomCBS's business and the costs of running it [00:37:23] - How wide the range of content expenses can be [00:39:35] - Thoughts on making movies and the business model pre-pandemic [00:42:47] - Is the box office opening night really that important? [00:44:40] - How much box office attendance is down post-pandemic [00:46:19] - Same day releases for streaming and box office can help acquire subscribers [00:51:45] - Leveraging intellectual property to generate revenue [00:53:23] - How much Netflix invests in content compared to ViacomCBS and competitors [00:54:11] - Thoughts on the business model for streaming service revenue [00:58:01] - Scaling Paramount+ to compete and compensate for pandemic impacts [01:02:16] - What he's most excited about for ViacomCBS and Paramount+ looking forward [01:05:07] - Why speed is important and what keeps him up at night [01:06:00] - Things in the macro-environment that could be good and bad for ViacomCBS [01:07:54] - Lessons for entrepreneurs and investors when studying ViacomCBS's story
I wanted to bring my clients Fred and Lateresa on the show to talk about where they are in the program and share the successes they've been having. The two of them have been on our calls consistently and doing some great work for about four or five months or so. They just moved from Virginia to Texas and have a lot on their plates but are still sticking with it.Fred and Lateresa put together a direct mail campaign and through some partnerships, they were able to keep it running even while they were in the middle of their move. Life happens and it was important for me to help them keep their efforts going. Their pipeline is solid at the moment and they're also working on getting set up with texting efforts to help with follow-up. Hiring a VA is the next step on their list as well as strategizing to make the most out of that extra help.Being on the group coaching calls has helped Fred and Lateresa stay encouraged and motivated, which is something I always love to hear. With so many different situations and scenarios, it's important to hear what's working out for others. A lot of people go into real estate thinking it's going to be easy because all you hear about are the successes. Even though Fred and Lateresa made $40K on a deal, they worked hard for 6 months to get there. Always enjoy the wins when they're simple and know that hard work really does always pay off in the end.What's Inside:Fred and Lateresa's direct mail strategyHow Fred and Lateresa kept the momentum going in their campaign while moving to a new stateWhy coaching and partnerships are important to your success in real estateMentioned in this episode:REInetwork.com/joincreativehomefinancingsolutions@gmail.com
Today we are re-sharing our Business Breakdown from September 2021 on Axie Infinity and its creator, Sky Mavis. Sky Mavis is the company behind the NFT-based game, Axie Infinity. Built by a team with a long history in gaming, Axie Infinity was launched in 2018 with the idea that a blockchain-based “play-to-earn” model could create more aligned incentives between game creators and game players long-term. Axie is one of the most incredible examples of speed-to-scale I've seen, with the game reporting $100,000 of revenue in January, over $190,000,000 of revenue in July, and over $360,000,000 in August. In this breakdown, we cover the basics of Axie and how gameplay is similar to classics such as Pokemon. We dive into the economic model, how Sky Mavis generates revenue, how players earn money, and how this is all enabled by the blockchain. We discuss the importance of gameplay vs. the economic ecosystem and examine the sustainability of Axie from various angles. To help break down Sky Mavis, Patrick O'Shaughnessy is joined by Aleksander Larsen, co-founder of Sky Mavis, and Stephen McKeon, Partner at Collab+Currency, an early investor in Sky Mavis. 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. We created Business Breakdowns to uncover the lessons and frameworks behind every business, and that's what makes Tegus our perfect launch partner. Much of the foundational prep for these episodes starts with research on the Tegus platform. With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 20,000 calls on Coinbase, Hinge Health, Farfetch, or almost any company of interest. All you have to do is log in. If you're ready to go deeper on any company and you appreciate the value of primary research, head to tegus.co/breakdowns for a free trial. ----- Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 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: @Web3Breakdowns | @patrick_oshag | @JoinColossus Show Notes [00:03:00] - [First question] - How many people are playing Axie and how quickly it's grown [00:04:03] - What play-to-earn means and how money flows through a digital ecosystem [00:05:03] - A basic overview of the user experience of playing Axie Infinity [00:07:23] - What an Axie is, its features, how they're generated, and how many exist [00:09:32] - Monster NFTs and the fungible SLP in-game currency [00:15:00] - Converting the SLP to fiat currency and how low-friction the process is [00:16:40] - Are people actually playing the game or just speculating on the game's assets [00:23:14] - The AXS governance token, how to earn it, and what it enables for token holders [00:27:08] - What the opportunity set looks like for Axie from an investor standpoint [00:29:39] - Finding a balance between offering digital work and creating a player incentive [00:33:29] - Mystic Axie and what they are generally worth today [00:34:42] - How much the community will have to expand and build on top of the game [00:38:48] - Overview of the plots of land in the Axie metaverse and what they might unlock [00:41:57] - What a sidechain is and how the Ronin wallet works [00:46:41] - Why what's good for Ronin is also good for Ethereum [00:48:53] - Defining a bridge and how it differs from an exchange [00:50:24] - Lessons learned about good tokenomics and token design [00:55:04] - The biggest potential risks to the future of Axie Infinity and its growing popularity [00:57:13] - What an ideal future looks like for the metaverse and Axie infinity [01:01:09] - How the world is changing and why that unlocks value for play-to-earn games [01:04:03] - Asset ownership inversion and how big this could become in the future [01:05:24] - The most surprising things that have happened since joining Axie Infinity [01:06:55] - How he thinks about assessing new opportunities in crypto and the metaverse [01:09:19] - Where you can go to learn more about Axie and dabble in the game
Join Josiah and Kelly Nagel entrepreneurs in the last frontier, the great state of Alaska. This episode we talk about our business Travel the Last Frontier, and how we operate our Alaska travel agency.Question of the day: Would you rather eat Thanksgiving dinner at 10:00 AM or 10:00 PM?Happy Thanksgiving!Check out our YouTube page for more content.Follow us on Instagram:Josiah - @baconbagel_akKelly - @jellybagel_akOur Alaska travel business - @travelthelastfrontierFollow us on Facebook:Josiah - @baconbagelakKelly - @jellybagelakOur Alaska travel business - @travelthelastfrontierRent a car through us on TuroCheck out our Travel WebsiteWalmart Pick-up $15 Off Your First OrderPublished 11/24/2021
Today we are re-sharing our Business Breakdown on Ethereum. This episode was originally released in May 2021 and became the inspiration for Web3 Breakdowns. Launched in 2015, Ethereum is an open-source, blockchain-based platform with a native cryptocurrency, Ether. Today, ETH stands as the second most valuable cryptocurrency to Bitcoin, and Ethereum is the preferred platform for blockchain projects. To help me break down Ethereum, I am joined by Justin Drake. Justin is a researcher at the Ethereum Foundation. During our conversation, we cover what differentiates Ethereum from Bitcoin, the increasing number of projects being built on the Ethereum platform, and what a shift from proof of concept to proof of stake means for Ethereum. I particularly enjoy Justin's framework for defining money and various analogies to better conceptualize the blockchain. I hope you enjoy this breakdown of Ethereum. 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. We created Business Breakdowns to uncover the lessons and frameworks behind every business, and that's what makes Tegus our perfect launch partner. Much of the foundational prep for these episodes starts with research on the Tegus platform. With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 20,000 calls on Coinbase, Hinge Health, Farfetch, or almost any company of interest. All you have to do is log in. If you're ready to go deeper on any company and you appreciate the value of primary research, head to tegus.co/breakdowns for a free trial. ----- Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 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: @Web3Breakdowns | @patrick_oshag | @JoinColossus Show Notes [00:03:02] - [First question] - What a blockchain is on a fundamental level [00:04:36] - A core overview of Bitcoin and the Bitcoin blockchain [00:06:40] - Proof of work and why security is so important [00:08:38] - How much miners spend to secure the network [00:10:20] - Early days of Ethereum and what separates it from Bitcoin [00:12:02] - Vitalik's role in the rise of Ethereum [00:13:14] - What can currently be built on top of the Ethereum blockchain [00:16:28] - Gas fees and an overview of ETH as a triple point asset [00:19:42] - What generates ETH and decides its value [00:22:36] - Defining proof of stake, how it works, and staking incentives [00:25:10] - Yields from staking ETH in the form of newly minted tokens and tips [00:29:15] - Load to power ratio of the Ethereum network [00:33:38] - Terms for staking your ETH and how much is expected to be staked [00:39:19] - Sequence of events when using ETH to buy an NFT [00:43:13] - Transaction fees how they're calculated when buying and selling ETH [00:46:11] - Pros and cons of high network demand while trying to scale the Ethereum blockchain [00:50:41] - Defining money and why Ethereum's design makes it optimized to become an economic engine [00:55:11] - Defi Pulse - The Decentralized Finance Leaderboard [00:55:47] - Ethereum's rigorous decentralization standards and best in class proof of stake [00:58:57] - Overview of Bitcoin Wrapped and ETH as the native currency writ large [01:01:16] - A further in-depth analogy to better understand the Ethereum network [01:05:19] - Potential competitors and new DeFi blockchain innovation [01:08:27] - Key lessons for builders when studying Ethereum and decentralized finance [01:11:03] - Bankless, Epicenter.tv, Zeroknowledge.fm, Into The Ether
i sit down with the prolific, deep, and magnetic tori washington to chat all about the difference between wealth and money, how we get to let it be hard, the breakdown of her seven figure business, and why her work is dedicated to women of color.follow us!tori: @iamtoriwashingtonscout: @scoutsobelbuy my book, the emotional entrepreneur, here.sign up for my newsletter here.more information on scout's agency: www.scoutsagency.comAdvertising Inquiries: https://redcircle.com/brands
My guest today is Alex Rampell, General Partner at Andreessen Horowitz. Alex has a long history in fintech, having co-founded six companies in his career, including Affirm and TrialPay. During our conversation, we cover Alex's framework for positive selection in investing, why the best investments are often operating systems or systems of record, and Alex's views on the future of fintech. For those that have listened to our Business Breakdown on Visa with Alex - you know the intellectual horsepower he brings to every discussion. This conversation is no exception. 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 has built the most extensive primary information platform available for investors. With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 20,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more. ------ This episode is brought to you by Hall Capital Partners. Hall Capital is always looking for exceptional investment talent at any stage and size, so if you are raising capital or looking for a career change in the San Francisco or New York areas, you should check them out at hallcapital.com or e-mail at invest@hallcapital.com. ------ 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 [00:03:32] - [First question] - Lean into positive selection and avoid adverse selection [00:07:48] - Thoughts on growing capital formation in private markets [00:14:01] - Why it's useful for investors to think in terms of bonds and call options instead of equity [00:18:39] - Doing more with less and hunting for operating systems to invest in [00:28:08] - His views on infrastructure and the presentation layer conundrum [00:33:32] - The sequencing involved in building an operating system over time [00:40:11] - Rise of the creator class and the coming tailwind post-cloud technology; the rise of the solopreneur [00:43:32] - The pig joke and his thoughts on the FinTech space [00:47:47] - Big financial services functions that will be embedded in non-financial businesses [00:51:07] - Deciding which functions and financial services models are most attractive [00:57:01] - What a shift towards data and FinTech might unlock for the world writ large [01:02:40] - How to improve payment profits by reducing credit rates [01:04:12] - The threat that Buy-Now-Pay-Later companies pose to Visa and Mastercard [01:12:17] - How the struggle between distribution and innovation continues to change [01:15:04] - The kindest thing that anyone has ever done for him
Today we will be diving into Cinnabon. Founded in Seattle in 1985, Cinnabon is the market leader among cinnamon roll bakeries and is owned by parent Company Focus Brands. Cinnabon currently operates in almost 50 countries with over 1,500 franchised locations, primarily in high-traffic venues such as shopping malls and airports. In this breakdown, we start with Cinnabon's scale and an overview of the franchise's fascinating history. We then dive into what really makes Cinnabon special - its omnichannel ecosystem and how it balances franchisees, licensing deals, and distribution through other retails while maintaining its differentiated and relevant brand. To help me break down Cinnabon, I'm joined by Kat Cole, the former COO and President of North America for Focus Brands. Before that role, she was the president of Cinnabon. Kat's operating and investing experience in this space and her deep understanding of the brand make her the perfect guest to break down Cinnabon. Please enjoy this Business Breakdown. 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. We created Business Breakdowns to uncover the lessons and frameworks behind every business, and that's what makes Tegus our perfect launch partner. Much of the foundational prep for these episodes starts with research on the Tegus platform. With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 15,000 calls on Coinbase, Hinge Health, Farfetch, or almost any company of interest. All you have to do is log in. If you're ready to go deeper on any company and you appreciate the value of primary research, head to tegus.co/breakdowns for a free trial. ----- Business Breakdowns is a property of Colossus, Inc. 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 Show Notes [00:03:04] - [First question] - The operational scale and complexity of Cinnabon [00:05:48] - Origins and humble beginnings of Cinnabon [00:10:07] - Diversified stakeholders involved in franchised businesses [00:14:44] - A focus on brand relevance and differentiation [00:19:38] - Building brick and mortar traffic during a recession and partnering with Pillsbury [00:23:21] - Cinnabon's ability to thrive and support an omnichannel brand ecosystem [00:26:57] - Partnering with Burger King and fast-food market exposure [00:32:55] - Building successfully collaborative equity buckets [00:36:52] - Focus Brands and advantages of being part of a bigger ecosystem [00:41:52] - Balancing licensing opportunities while maintaining core channel partners [00:45:37] - Lessons for operators and investors we can take away from Cinnabon
On this episode we will be exploring Loreal, one of the biggest makeup and cosmetic brands in the world. I will take you through the evolution of Loreal, its expansion and the variety of products that they provide. I will also look into marketing and advertising strategies of loreal which have contributed to its success. Sources: https://www.loreal.com/en/group/culture-and-heritage/l-oreal-history/ https://www.companieshistory.com/loreal-group/
On this week's Business Breakdown, we'll cover WeWork's dramatic rise and fall. You can listen to the podcast on Spotify, Apple Podcasts, Google Podcasts, and Anchor. Here's the rundown of the points discussed in this episode. Follow our social media accounts for updates! *Sources* https://www.ft.com/content/1cd66556-ca98-4704-9106-e7b8aa619e13 https://www.ft.com/content/2bf3ee2c-8c83-4932-a9fd-e99a729ddaca https://www.youtube.com/watch?v=X2LwIiKhczo&ab_channel=BloombergQuicktake https://www.businessinsider.com/wework https://www-economist-com.ezphost.dur.ac.uk/business/2019/09/28/wework-shows-why-some-venture-capitalists-are-in-a-world-of-make-believe
On this week's Business Breakdown we'll be discussing Softbank and looking into its growth and current challenges. You can listen to the podcast on Spotify, Apple Podcasts, Google Podcasts, and Anchor. Here's the rundown of the points discussed in this episode. Follow our social media accounts for updates! **Sources** https://www.bloomberg.com/news/articles/2020-05-18/softbank-vision-fund-books-17-7-billion-loss-on-wework-uber https://www.cnbc.com/2020/03/23/softbank-strategy-shifts-from-long-term-domination-to-survival.html https://www.wsj.com/articles/softbank-needs-a-new-strategy-11586860732 https://www.businessinsider.com/running-list-softbank-investments-2017-7 https://www.cnbc.com/2020/03/23/softbank-strategy-shifts-from-long-term-domination-to-survival.html https://group.softbank/en/philosophy/history https://www.youtube.com/watch?v=YgkQdUB0JVQ&ab_channel=CNBCInternational https://www.youtube.com/watch?v=0SWjPfjjLFw&ab_channel=FinancialTimes https://www.youtube.com/watch?v=ffcPg6GHLso&ab_channel=BloombergQuicktake
On this episode we will be exploring Amazon, the global leader for marketplace online shopping. I will take you through the evolution of Amazon, its global expansion and what Amazon does. I will also consider the legal issues in employment and human rights that Amazon have been under fire for. You can follow our social media for news and updates: Facebook and LinkdIn: LegalPerk Instagram: LegalPerk_ If you have any suggestions for particular topics you want us to cover, you can email us at legalperk@gmail.com Sources: https://www.channeladvisor.com/blog/industry-trends/from-bookstore-to-superstore-the-evolution-of-amazon-com/ https://edition.cnn.com/interactive/2018/10/business/amazon-history-timeline/index.html https://www.greenamerica.org/blog/10-ways-amazon-violates-human-rights
Bare with me as I start a slow conversation that turns into a punch full of knowledge.What is the business side?The beauty of the artistic side.The mistake most barbers make that holds them back.Ideas on how to go up on price by giving yourself more value.Don't forget to join our Facebook group. Click Here.I would appreciate it if you subscribed and review!--- Support this podcast: https://anchor.fm/barberpreneur/support
This episode is brought to you by Scope! Scope is the easiest way to find and manage influencers, campaigns, and more. From story tracking to follower growth to lookalike audiences Scope does it for you, and does it FAST! Whether you're a startup or you work for a large brand, Scope is the tool for you. Head to scopeapp.io/heybitches to start your 1 week free trial today! In this week's episode, Karly sits to chat all about BUSINESS! She breaks down exactly how she hired her YouTube and podcast editors, how to decide on employee vs. independent contractor, and how she let the world know she was hiring. Karly also shares her biggest business regret and all the things she'd do differently if she had the knowledge she had today. Make sure to tune into Hey Bitches every single Tuesday & Thursday and subscribe on iTunes, Google Play, & Spotify! If you're feeling extra frisky, screenshot this episode and tag @heybitchespodcast on Instagram to be shared on the story. Bye bye bitch!
On this week's Business Breakdown we'll be discussing Wirecard and looking into the fraud that forced the company into bankruptcy. You can listen to the podcast on Spotify, Apple Podcasts, Google Podcasts, and Anchor. Here's the rundown of the points discussed in this episode. Follow our social media accounts for updates! **Sources** https://www-economist-com.ezphost.dur.ac.uk/united-states/2019/11/09/should-facebook-run-political-adverts-containing-lies https://www-economist-com.ezphost.dur.ac.uk/leaders/2018/03/22/facebook-faces-a-reputational-meltdown https://www.ft.com/content/d794197a-3b1b-4d6b-8b01-291537003c42 https://www.ft.com/content/ded44f15-4827-4a2c-b977-2bfaadf67f71 https://www.youtube.com/watch?v=Q91nvbJSmS4&ab_channel=TheGuardian https://www.youtube.com/watch?v=mrnXv-g4yKU&ab_channel=TheNewYorkTimes https://www.youtube.com/watch?v=U4qooWtovhU&ab_channel=WallStreetJournal https://www.wired.com/story/cambridge-analytica-50m-facebook-users-data/ https://www.wired.com/story/facebook-scandals-2018/ https://www.theguardian.com/technology/2018/apr/11/mark-zuckerbergs-testimony-to-congress-the-key-moments https://www.bbc.com/news/business-49099364 https://www.nbcnews.com/tech/social-media/timeline-facebook-s-privacy-issues-its-responses-n859651 https://www.cnbc.com/2019/09/26/facebook-most-likely-to-suffer-in-antitrust-war-on-silicon-valley.html https://www.vox.com/recode/2020/10/6/21505027/congress-big-tech-antitrust-report-facebook-google-amazon-apple-mark-zuckerberg-jeff-bezos-tim-cook
On this episode of BusinessBreakdown we will be exploring Boohoo, one of the dominant actors in e-commerce fast fashion. I will be exploring it's evolution , human rights issues, strategy and its potential for the future. You can follow our social media for news and updates: Facebook and LinkdIn: LegalPerk Instagram: LegalPerk_ If you have any suggestions for particular topics you want us to cover, you can email us at legalperk@gmail.com Sources: https://internetretailing.net/magazine-articles/magazine-articles/boohoo-growth-and-agility https://blog.freetrade.io/the-story-of-boohoo-d9d8b1504f82 https://www.business-humanrights.org/en/latest-news/uk-fashion-retailer-boohoo-accused-of-refusal-to-recognise-trade-union-despite-commitment-to-do-so-incl-co-comments/ https://www.forbes.com/sites/daviddawkins/2020/07/09/allegations-of-worker-exploitation-strike-a-blow-to-the-fortune-of-boohoo-fashion-lines-founder/ https://www.ft.com/content/e427327e-5892-11e8-b8b2-d6ceb45fa9d0
On this week's Business Breakdown we'll be discussing Wirecard and looking into the fraud that forced the company into bankruptcy. You can listen to the podcast on Spotify, Apple Podcasts, Google Podcasts, and Anchor. Here's the rundown of the points discussed in this episode. Follow our social media accounts for updates! **Sources** https://www.ft.com/content/81779b15-7b1d-404f-b523-d61510397dd4 https://ftalphaville.ft.com/2020/07/06/1594052968000/EY-Germany-will-survive--but-legal-troubles-loom/ https://www.dw.com/en/germany-to-overhaul-regulator-after-wirecard-scandal/a-54061884 https://www.dw.com/en/after-the-wirecard-scandal-fintech-sector-faces-scrutiny-and-questions-of-trust/a-54956773 https://www.youtube.com/watch?v=_2lek28Mw3k&ab_channel=CNBCInternational https://www.ft.com/content/81779b15-7b1d-404f-b523-d61510397dd4 https://www.youtube.com/watch?v=pMvnJ1mcDTc&ab_channel=CNBCInternational https://www.youtube.com/watch?v=u-8-QbDpqqw&ab_channel=FinancialTimes https://www.youtube.com/watch?v=EdYpXuwGVFg&ab_channel=WallStreetJournal https://www-economist-com.ezphost.dur.ac.uk/finance-and-economics/2020/06/25/how-wirecard-fooled-most-of-the-people-all-of-the-time
On this week's Business Breakdown we'll be discussing Uber, mapping its journey, and analyzing how new laws and regulations catching up to the company may hinder its growth. The sources used in the research of this episode are all listed below. You can follow our social media for news and updates: Facebook and Linkedin: LegalPerk Instagram: LegalPerk_ If you have any suggestions for particular topics you want us to cover, you can email us at legalperk@gmail.com *********** Sources: https://www.forbes.com/sites/bethkindig/2020/03/25/can-uber-become-profitable-this-year-deep-dive-analysis/#32d04072396d https://www.youtube.com/watch?v=NiWZjN0B0h0&ab_channel=ABCNewsIn-depth https://www.vox.com/2017/8/20/16164176/uber-2017-timeline-scandal https://www.ft.com/content/9832548a-d103-4a5b-9127-50d944cea01c https://www.ft.com/content/8adf4de7-90e9-4304-aa6e-71d652946e80 https://www.ft.com/content/11e2e1bf-c1dd-47cc-81b2-2147433ff16d https://www.ft.com/content/8adf4de7-90e9-4304-aa6e-71d652946e80 https://www.wired.com/story/why-uber-still-call-drivers-contractors/ https://time.com/5675637/uber-business-future/ https://www.investopedia.com/articles/personal-finance/111015/story-uber.asp#:~:text=Founders%20Meet%20in%20Paris,-Uber's%20story%20began&text=7%EF%BB%BF%20Initially%2C%20the%20idea,the%20domain%20name%20UberCab.com. https://www.businessinsider.com/ubers-history#may-2019-the-washington-post-reports-that-some-uber-employees-started-partying-in-the-offices-530-am-on-the-day-of-the-companys-ipo-the-festivities-reportedly-led-one-uber-employee-to-resign-after-a-verbal-outburst-and-dispute-with-colleagues-68 https://www.nbcnews.com/tech/tech-news/self-driving-uber-car-hit-killed-woman-did-not-recognize-n1079281 https://www.bbc.com/news/business-50544283 https://www.youtube.com/watch?v=63wt3TgGGxI&ab_channel=PBSNewsHour https://www.theverge.com/2020/8/6/21357745/uber-q2-2020-earnings-ride-eats-loss-coronavirus
On this episode of BusinessBreakdown I will be exploring one of the most popular streaming services in the world, Netflix. I will breakdown it's origins, provide a timeline of milestones and look at its place in relation to current affairs, focusing on how it will move forward. You can follow our social media for news and updates: Facebook and LinkdIn: LegalPerk Instagram: LegalPerk_ If you have any suggestions for particular topics you want us to cover, you can email us at legalperk@gmail.com ******** Sources: https://interestingengineering.com/the-fascinating-history-of-netflix#:~:text=As%20previously%20mentioned%2C%20Netflix%20was,post%20them%20to%20your%20door. https://www.bbc.co.uk/news/business-52376022 https://www.britannica.com/topic/Netflix-Inc
On this episode of BusinessBreakdown I will be exploring one of the most topical social media platforms in the world: Tik Tok. I will breakdown it's origins, use and it's current issues surrounding national security. You can follow our social media for news and updates: Facebook and LinkdIn: LegalPerk Instagram: LegalPerk_ If you have any suggestions for particular topics you want us to cover, you can email us at legalperk@gmail.com ******** Sources: https://www.wired.com/story/tiktok-ban-us-national-security-risk/ https://www.google.co.uk/amp/s/www.businessinsider.com/tiktok-app-online-website-video-sharing-2019-7%3famp https://medium.com/@christinagayton/the-origins-of-tiktok-5efa7da4b3e6 https://www.google.co.uk/amp/s/www.bbc.com/news/amp/technology-53640724
Diva Reloaded creates a digital platform for innovative individuals, partnerships, and organizations to share their project/story. That will uplift and inspire through the concept of "creative self-expression"of various forms. Helping build a social media presence, while instilling purpose to creators. With access to opportunity and resources. A person that's interested can contact and submit special projects via email, and company group page. -Founder/Creator Reina Stovall --- Send in a voice message: https://podcasters.spotify.com/pod/show/elaraent/message
In this week's episode, I share some raw, behind-the-scenes details of what it's like when things go south in your business, and everybody looks to you as the CEO to fix them. I'll tell you about a recent mistake that cost The Draw Shop a lot of...
Video Marketing Secrets | Simple Strategies for Outrageous ROI
In this week's episode, I share some raw, behind-the-scenes details of what it's like when things go south in your business, and everybody looks to you as the CEO to fix them. I'll tell you about a recent mistake that cost The Draw Shop a lot of...
Brian digs into some of the details about his house flipping business in Nashville, TN and a recent flip deal that turned into a good rental property. ------------------------------------------------------------------ Want to build passive income but confused about where to start? Click the link below to book a FREE 45 minute strategy call with me. https://brian-ellwood.mykajabi.com/freestrategycall On the call we'll layout your goals, what holds you back, and develop a clear action plan on exactly what you need to do next. Book your call now, slots fill up fast! Click here to book your free 45 minute Strategy Call with Brian: https://brian-ellwood.mykajabi.com/freestrategycall
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