Intro

This chapter introduces the Business Breakdowns podcast, outlining its focus on in-depth analyses of various business models and their competitive advantages. It also highlights sponsor contributions, particularly the Tegas investment research platform and high-yield cash accounts from public.com.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

Today, we're covering a behemoth in the research market, Gartner. Executives are willing to pay up to $30,000 for reports and $50,000+ for full subscriptions so they can access insights and data to help them make business decisions, purchasing decisions, and pivoting decisions.

Our guest is Alvise Peggion, portfolio manager at Fairlight Asset Management. He helps us cover how Gartner grew into this at-scale player, how the research and sales model has been fine-tuned over time, and where the opportunity for growth is in the future. Please enjoy this Breakdown of Gartner.

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 Public: Invest in stocks, bonds, options, crypto, and more in one place. A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account.

This episode is brought to you by Tegus, the only investment research platform built for the investor. With traditional research vendors, the diligence process is slow, fragmented, and expensive. That leaves investors competing on how well they can aggregate data — not on their unique ability to analyze insights and make great investment decisions. Tegus offers an end-to-end platform with all the data you need to get up to speed on a company or market: up-to-the-minute financials, customizable models, management and culture checks, and, of course, our vast and growing library of expert call transcripts. Tegus is changing the world of expert research. Learn more and get your free trial at tegus.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.

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

(00:03:52) Deep Dive into Gartner's Business Model

(00:05:13) Understanding Gartner's Value Proposition

(00:08:40) Gartner's Competitive Landscape and Growth Strategy

(00:18:19) The Evolution of Gartner

(00:25:23) Gartner's Financial Model and Shareholder Value

(00:26:55) Understanding Gartner's Revenue and Pricing Strategy

(00:28:59) The Impact of the Pandemic on Gartner's Business Model

(00:30:52) Gartner's Resilience Through Economic Cycles

(00:34:38) The Value Proposition of Gartner to Executives