detailed analysis of how the world's most interesting companies operate and make money. Hosted by Colossus.
ASML, once a struggling spin-off from Philips, now dominates the lithography industry with its extreme ultraviolet (EUV) machines, essential for...
In this episode, Matt Russell and Tom Walsh explore ASML's rise from a struggling subsidiary of Philips to a leader in semiconductor lithography,...
Cloudflare dominates over 20% of global web traffic and counters 2.5 million cyber attacks every second, marking its place as a key player in...
Cloudflare is a cybersecurity giant that protects and optimizes websites, absorbing millions of cyber attacks every second. The episode explores its...
Investors are increasingly leveraging AI to enhance their research processes, making it easier to generate ideas, build context, and monitor...
David Plon, founder of Portrait Analytics, discusses how AI transforms investment research by improving efficiency, idea generation, and...
Games Workshop, the company behind Warhammer, has built a robust business model around its intellectual property, with a unique blend of vertical...
Databricks, a $130 billion private company, plays a crucial role in modern data systems by facilitating the collection, storage, and analysis of vast...
This episode dives deep into Databricks, a company that excels in data processing to help businesses make informed decisions. Alan Tu, a Portfolio...
Amadeus is a dominant player in travel IT, providing essential systems for airlines, hotels, and travel agencies. Its growth is supported by a...
Doximity is a digital workflow platform tailored for healthcare professionals, often likened to LinkedIn for doctors. With 80% of doctors on the...
This episode dives into GE Aerospace's significant role in the jet engine market, emphasizing its dominance in both commercial and military...
This episode explores the growing access to alternative investments for retail investors and the potential market impact, highlighting a projected $4...
This episode explores how Robinhood has evolved from a pay-for-order model to a more diversified revenue stream. It highlights the significance of...
This episode dives into Amphenol, a major player in the electronics industry, highlighting its critical role in providing connectors that facilitate...
In this episode, Matt Russell and Blake Saunders explore the evolving landscape of media mergers and acquisitions, highlighting the challenges...
This episode explores Exor's evolution from its Fiat origins to its current status as a diversified holding company, emphasizing the leadership of...
The episode dives into Waterbridge's unique position in the water infrastructure industry, highlighting its role in managing the waste byproduct of...
MercadoLibre has transformed from being the LATAM equivalent of eBay to a leading e-commerce and fintech powerhouse, leveraging its unique regional...
Compass aims to revolutionize real estate brokerage by leveraging a proprietary technology platform and a vast network of top agents to enhance...