Learn how companies work from the people who know them best. Each episode dissects a single business - from its origins and model to its financials and competitive edge. Join hosts Matt Reustle and Zack Fuss as they uncover the lessons behind every success story. Learn more at www.joincolossus.com.
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Learn how companies work from the people who know them best. Each episode dissects a single business - from its origins and model to its financials and competitive edge. Join hosts Matt Reustle and Zack Fuss as they uncover the lessons behind every success story. Learn more at www.joincolossus.com.
Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233]
Business Breakdowns
1 hour
3 days ago
Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233]
This is Matt Reustle. Today we are breaking down Robinhood. My guest is Arthur Olson, founding partner at Ravenswood Partners. We get into how Robinhood grew from a mobile-native brokerage idea that faced many challenges along the way into the third-largest broker in the USA.
Arthur educates on how the business model has evolved and diversified away from a pure pay-for-order market. We discuss how product velocity is the foundation behind everything in Robinhood’s continued penetration and how new talent has made a material difference. Please enjoy this Breakdown of Robinhood
For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.
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Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.
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
(00:01:51) Founding Story of Robinhood
(00:04:29) The Rise of Mobile Trading
(00:11:37) Payment for Order Flow Explained
(00:15:39) Robinhood's Competitive Edge
(00:22:28) Adapting to Market Changes
(00:24:52) Product Evolution and Customer Retention
(00:29:32) Analyzing Robinhood's Growth and Investor Behavior
(00:30:16) Historical Parallels: Robinhood vs. Charles Schwab
(00:31:19) Crypto and Regulatory Challenges
(00:32:41) The Role of Prediction Markets and Sports Betting
(00:34:41) Revenue Streams and Future Prospects
(00:36:54) Banking and Financial Services Expansion
(00:41:32) Cost Structure and Competitive Advantages
(00:44:30) Account Growth and International Opportunities
(00:50:10) Regulatory Relationships and Risks
(00:55:15) Lessons from Robinhood
Business Breakdowns
Learn how companies work from the people who know them best. Each episode dissects a single business - from its origins and model to its financials and competitive edge. Join hosts Matt Reustle and Zack Fuss as they uncover the lessons behind every success story. Learn more at www.joincolossus.com.
