Today we are breaking down Informa. At its core Informa is a live events business headquartered in the UK. While... more

This is Zack Fuss. Today we're breaking down Fastenal. Starting as a small fastener retailer in Minnesota, the company has... more

Today, my guest is Fernando De Leon, founder of Leon Capital Group. Fernando operates 14 different businesses under the Leon... more

This is Zack Fuss. Today we are breaking down Merck, one of the world's largest and oldest pharmaceutical companies. The... more

Today we are breaking down American Tower: the REIT, the communications giant, and the infrastructure asset. To break down American... more

Today, we are breaking down the insurance giant AIG. AIG's story is one of a remarkable turnaround, a tale of... more

Today we are getting into the world of coffee with Gregory Zamfotis, the founder of Gregorys Coffee. We breakdown the... more

Today, we are covering what might be the most interesting investment strategy I've come across in a long time: activism... more

Today we are breaking down healthcare, one of the most impactful sectors in the world, yet one of the most... more

Today we are breaking down the paint giant Sherwin-Williams. Founded in 1866, Sherwin Williams is a great example of a... more

Today, we are breaking down the Japanese internet conglomerate Rakuten. I'm joined by Matt Brett, the lead manager of the... more

Today, we are breaking down Renishaw, a leading supplier of measuring and manufacturing systems, specifically focused on accuracy and precision.... more

Today we are breaking down the publicly traded investment company 3i. You may think if you've seen one publicly traded... more

This is Matt Reustle. We're coming up on 200 episodes of Business Breakdowns, and one of the best things about... more

This is Jesse Pujji. Today, we're breaking down Graco, a leading manufacturer of fluid handling equipment and industrial products. Graco... more

I'm Zack Fuss and today we are breaking down Siemens Energy, a spinoff from industrial giant Siemens. Siemens Energy operates... more

Today we are diving into the economics of the Olympics. It's a timely episode with the Paris Games ongoing right... more

Today, we are breaking down Axon Enterprise. You may know Axon as the pioneer of the taser. The business has... more

Today, we are breaking down Rolls-Royce. A fair warning to those expecting to hear about luxury automobiles, that division was... more

This is Zack Fuss. Today, we are breaking down Cintas Corporation. It is America's largest uniform rental company, and for around... more

This is Matt Reustle. Today, we are breaking down Mineral Resources. Even if you've had some bad experiences investing in... more

Today, we are breaking down Motorola Solutions. This breakdown is a fascinating story of brand versus business, as Motorola was... more

This is Zack Fuss. Today, we are breaking down the U.S. Marina Industry. In the U.S. there are more than... more

Today, we are breaking down the South Korean e-commerce giant Coupang. If we ran through the taxonomy of investor interests,... more

This is Zack Fuss. Today we are breaking down Lifco, a Swedish conglomerate recognized amongst a group of notable Scandinavian... more

We have a special episode today, breaking down the CHIPS Act. We've covered the semiconductor space in depth on Business... more

Today we are breaking down InterDigital, a really interesting business that sits completely under the radar for most investors. InterDigital has... more

Today, we break down India's largest non-banking financial company, Bajaj Finance. Bajaj has a market cap of over $50 billion,... more

Welcome back for part two of this business breakdown on the private credit markets. I am now joined by Josh... more

Today, we have a special two-part episode on private credit. In 2023, the global private credit market topped $2.1 trillion... more

Today, we are breaking down British American Tobacco. Regardless of your views on tobacco as a product, the market is... more

Today, we cover the industrial conglomerate AMETEK. This is one of eight companies that Mark Leonard and his team at... more

Today, we're covering a behemoth in the research market, Gartner. Executives are willing to pay up to $30,000 for reports and... more

This is Matt Reustle. Today, we break down Winmark, a major player in the reseller economy. You're likely familiar with... more

This is Matt Reustle. We are back in the world of aviation today, breaking down Embraer. Embraer has carved out... more

Today we’re replaying our Breakdown on Boeing, hosted by Zack Fuss. We recorded the episode in September before the mid-air... more

This is Matt Reustle. Today we are breaking down Duolingo, the learning app built on language learning that is increasingly... more

This is Zack Fuss. Today we are breaking down the Mitsubishi Corporation. In Japan, the business model of a trading... more

Today, we are breaking down a giant in the medical device space, Intuitive Surgical. Intuitive creates robotic products to assist... more

This is Matt Reustle. Today, we are breaking down D.R. Horton, America’s largest homebuilder. Our guest is Ed Wachenheim, Founder... more

This is Matt Reustle. Today we are releasing a bonus episode of Breakdowns. While we typically love to cover businesses,... more

This is Matt Reustle. Today, we are going into the land of oil and gas to break down CNX. The... more

This is Matt Reustle. Today, we are breaking down Vulcan Materials. Vulcan is America's largest producer of construction aggregates. This... more

This is Matt Reustle. Today we are breaking down HEICO. HEICO is an aerospace business, most notably operating in the... more

This is Matt Reustle. Today, we are breaking down Intel. In the late 80s, a newly appointed CEO, Andy Grove, pivoted... more

I'm Zack Fuss. Today we're breaking down Arthur J. Gallagher, a global insurance brokerage. AJG was established in 1927 by Arthur... more

This is Matt Reustle. Today, we are breaking down the technology conglomerate Samsung. Only Apple, Microsoft, Google, and Amazon ranked... more

You never own a Patek Philippe, you merely watch over it for the next generation. I'll say it's the best... more

Today, we're running our Business Breakdown on Rolex. This episode of Rolex is one of our most popular breakdowns of... more

This is Zack Fuss. Today we are breaking down the largest privately-owned software business in Europe, Visma. Visma is a software company... more

This is Matt Reustle. Today we venture into the world of HVAC to break down Trane Technologies. Now, it's not... more

This is Matt Reustle. Today we are breaking down Live Oak Bank. Our guest is Stephen Vafier, the Founder of... more

This is Zack Fuss. Today we are breaking down Moody's Corporation. Moody's was founded by John Moody in 1909 with the... more

This is Zack Fuss. Today, we are breaking down Pernod Ricard, a business whose history dates back to 1797. Today,... more

This is Dom Cooke. Today we are breaking down Ferrari. Ferrari was founded in 1929 as a race team by... more

This is Matt Reustle. Today we are breaking down the cable giant Charter Communications. Tony Coniaris and John Sitarz of... more

This is Zack Fuss. Today we are breaking down Vistra Corp. Vistra is an integrated retail electricity and power generation... more

This is Matt Reustle. Today we are breaking down Entegris, a supplier of advanced materials and process solutions for semiconductors.... more

This is Zack Fuss. Today we are breaking down The Coca-Cola Company. On May 8th, 1886, Dr. John Pemberton brought this... more

Today we are breaking down FedEx. FedEx has a more direct impact on the U.S. economy than 99.9% of U.S.... more

This is Zack Fuss. Today I am joined by Yanev Suissa, Managing Partner at SineWave Ventures, to break down the... more

This is Matt Reustle and today we are breaking down the giant of online dating. Even if you found love... more

This is Matt Reustle and today we are breaking down Olin Corporation. Olin is a key player in industrial chemicals... more

This is Matt Reustle and today we are breaking down WEX, a big fish in a less known pond. WEX... more

This is Matt Reustle and today we are breaking down the data services giant, Equifax. Experian, TransUnion, and Equifax have... more

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Boeing. Founded in Seattle in 1916... more

This is Dom Cooke and today we’re breaking down an Irish business that has become the global leader in insulation... more

This is Dom Cooke and today’s breakdown is a little different. Last week we looked at the most popular sport... more

This is Dom Cooke and today we’re breaking down the business behind the most popular sport in the world, Football... more

Today we are going into the land of convenience stores to break down Casey's General Stores. Casey's currently operates in... more

This is Matt Reustle and today we are breaking down Take-Two Interactive Software. If you listened to our Business Breakdown... more

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Nubank. The Brazilian-based neobank has gone... more

This is Zack Fuss, an investor at Irenic Capital. Today, we're breaking down Argenx, an immunology company founded in 2008... more

This is Matt Reustle and today we are breaking down the vehicle auction giant, Copart. You may be unfamiliar with... more

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Lululemon Athletica. The Canadian company, founded... more

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down the vertical market software business, Toast.... more

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down the biggest manufacturer of chip making... more

This is Matt Reustle and today we are back covering the semiconductor value chain. ASML was once a forgotten subsidiary... more

This is Jesse Pujji and today we are breaking down Roku. With all the hype about social media and smartphones,... more

This is Matt Reustle and today we are breaking down the mobile gaming industry. It was several months ago that... more

This is Matt Reustle and today we are breaking down First Citizens Bank. I'm joined by investors with plenty of... more

This is Dom Cooke and today we’re breaking down PayPal. PayPal has been at the forefront of digital payments since... more

This is Matt Reustle and today we are breaking down Restoration Hardware. The average person would call RH a furniture... more

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Fair Isaac Corporation, commonly known as... more

This is Dom Cooke and today we’re breaking down Bayern Munich. Bayern is Germany’s most successful football club and one... more

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down MTN Group. MTN is the largest... more

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Roper Technologies. Roper is a fascinating... more

This is Matt Reustle and today we are breaking down Dolby Labs. Our favorite Breakdowns are those businesses, which are... more

This is Matt Reustle and today we are breaking down the iconic video game publisher, Electronic Arts. EA’s corporate history... more

Today we’re breaking down India’s largest jewelry business, Titan. Titan began life as a watchmaker in 1984 through a joint... more

This is Matt Reustle and today we are breaking down the National Basketball Association. The NBA topped $10bn in revenue... more

Compound248 is back to host another episode of Business Breakdowns. His most recent podcasts have focused on digital infrastructure and... more

Today, we’re breaking down Markel. Markel is an insurance and investing business. It shares the same operating structure as Berkshire... more

This is Jesse Pujji and today we’re breaking down The Walt Disney Company. Disney needs no introduction. We have all... more

Today we are breaking down the world’s fastest-growing sports league, The Indian Premier League. The Indian Premier League, often shortened... more

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Wise. Wise helps individuals and small... more

This is Matt Reustle and today we are breaking down Europe's largest airline, Ryanair. As we do more breakdowns, we... more

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Constellation Software. Constellation is a conglomerate... more

This is Dom Cooke and this week is a little different. It’s Super Bowl week and to get in the... more

This is Zack Fuss, an investor at Irenic Capital, and today we're breaking down Qualcomm. When you think of semiconductors,... more

This is Matt Reustle and today we are breaking down the fitness franchise, Orangetheory. I have wanted to do a... more

Today, we’re breaking down one of the most important apps in the world, WeChat. WeChat is the default operating system... more

Today’s breakdown has been at the top of our to-do list since the show started. There are few brands as... more

This is Matt Reustle, and today we are breaking down the personal care giant, L'Oreal. Founded in the early 1900s... more

This week is the second half of our mini-series on the two major levers to reduce the impact of climate... more

This week and next week we will break down the two biggest levers we have in the fight against climate... more

Today, we are running a bonus Business Breakdown borrowed from the newest Colossus series, Return on India. Saahil Goel, founder... more

This is Zack Fuss, an investor at Irenic Capital. Today, I’m joined by Matt Newberg of HNGRY to help us break... more

This is Matt Reustle, and today we are breaking down the specialty retailer, Floor & Decor. Now prior to this... more

This is Jesse Pujji and today we're breaking down Netflix, the pioneer in entertainment streaming. Founded in 1997, Netflix has... more

This is Matt Reustle and today we are breaking down the giant alternative asset manager, Brookfield. Today Brookfield boasts $750bn... more

This is Dom Cooke and today we’re breaking down Harvard Business Publishing. The media arm of Harvard’s world-famous business school... more

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Vanguard. Vanguard and its founder, Jack... more

This is Matt Reustle and today we are breaking down the home improvement giant, The Home Depot. In the US,... more

This is Jesse Pujji and today we’re breaking down Cameo, a video-sharing marketplace where you can buy personalized videos from... more

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Archaea Energy. Archaea is one of... more

Today’s Breakdown is a little different. For one, I’m Ali Hamed, an investor at Crossbeam and CoVenture, and I’ll be... more

This is Zack Fuss, an investor at Irenic Capital, and today we are breaking down Intuit. Started by a former... more

This is Zack Fuss, an investor at Irenic Capital and today we are breaking down Trader Joe’s. Trader Joe’s is... more

Today we are breaking down Polaroid. For 30 years, Polaroid monopolized the instant photography industry, producing one Nobel-caliber breakthrough after... more

This is Matt Reustle and today we are breaking down the historic General Electric. Honestly, approaching this episode was a... more

Today, we’re breaking down a global semiconductor company known as AMD. AMD isn’t the biggest and hasn’t always been the... more

This is Jesse Pujji and today we are breaking down CrowdStrike, the cybersecurity provider. Founded in 2011 by George Kurtz,... more

This is Matt Reustle and today we are breaking down the Swedish industrial giant, Atlas Copco. With a market cap... more

This is Jesse Pujji and today we’re breaking down ChargePoint. ChargePoint is the clear market leader in the United States... more

This is Dom Cooke and today we are breaking down the freight railroad business, Union Pacific. Union Pacific is interesting... more

This is Zack Fuss, an investor at Irenic Capital Management. Today we’re breaking down the world’s largest luxury business, LVMH.... more

This is Matt Reustle and today we are breaking down DuPont. We admire leaders that are in the trenches with... more

This is Matt Reustle and today we are breaking down the financial institution known as Charles Schwab. Schwab is a... more

Today, we’re breaking down one of the strongest brands in the world - Rolex. Founded in the UK in 1905... more

This is Matt Reustle and today we are breaking down Polish grocer, Dino Polska. This wasn't a name on our... more

Today’s business needs little introduction. Berkshire Hathaway is one of the largest businesses in the world and run by arguably... more

Today we are running a special episode in our Business Breakdowns feed. My guest is Alex Danco from Shopify -... more

I am @Compound248 and this is the next installment in our Business Breakdowns mini-series focused on Digital Infrastructure. In this... more

This is Matt Reustle and today we’re breaking down Diploma. Diploma is a specialist distributor of medical equipment and industrial... more

This is Dom Cooke and today we are breaking down the PGA Tour. Alongside the four standalone majors, the PGA... more

Today, we are breaking down Anduril. Anduril builds high tech defense systems for the US Department of Defense and its... more

This is Matt Reustle and today we are breaking down the 150 year-old investment bank – Goldman Sachs. From the... more

This is Matt Reustle and today we’re breaking down Baytex Energy. With oil prices hovering over $100 a barrel, we... more

I am Compound248 and today we are pleased to announce and kick-off a Business Breakdowns mini-series focused on Digital Infrastructure.... more