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Business Breakdowns
Business Breakdowns
Colossus | Investing & Business Podcasts

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and... more

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Episodes

Gregorys Coffee: From Bean to Dream

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

09 Oct 2024 · 1 hour, 39 minutes
Going Activist in Japan

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

02 Oct 2024 · 59 minutes
RTW: Investing across Healthcare

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

27 Sep 2024 · 1 hour, 6 minutes
Sherwin-Williams: Brushstrokes of Success

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

18 Sep 2024 · 1 hour, 4 minutes
Rakuten: Rewiring Japan's Digital Economy

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

11 Sep 2024 · 55 minutes
Renishaw: The Precision Pioneers

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

04 Sep 2024 · 50 minutes
3i Group: Capital in Action

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

28 Aug 2024 · 38 minutes
5 Handpicked Highlights

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

21 Aug 2024 · 23 minutes
Graco: Mastering The Flow

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

14 Aug 2024 · 42 minutes
Siemens Energy: Winds of Change

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

07 Aug 2024 · 54 minutes
Olympic Games: The Price of Glory

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

31 Jul 2024 · 42 minutes
Axon: Stunning The Competition

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

24 Jul 2024 · 53 minutes
Rolls-Royce: Turbines and Tribulations

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

17 Jul 2024 · 55 minutes
Cintas: Rags to Riches

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

10 Jul 2024 · 46 minutes
Mineral Resources: Unearthing Value

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

03 Jul 2024 · 51 minutes
Motorola Solutions: From Zero to Hero

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

26 Jun 2024 · 55 minutes
The Marina Industry: Building Moats, Storing Boats

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

19 Jun 2024 · 43 minutes
Coupang: Korean E-Commerce Craze

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

12 Jun 2024 · 1 hour, 1 minute
Lifco: Dentistry, Demolition, and Decentralization

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

05 Jun 2024 · 47 minutes
CHIPS Act: Securing Semiconductor Supply

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

31 May 2024 · 49 minutes
InterDigital: Setting Wireless Standards

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

29 May 2024 · 53 minutes
Bajaj Finance: Strategies of a Lending Giant

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

22 May 2024 · 1 hour,
The Evolution of Private Credit: Part 2

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

15 May 2024 · 46 minutes
The Evolution of Private Credit

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

15 May 2024 · 53 minutes
British American Tobacco: Clearing the Air

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

08 May 2024 · 46 minutes
AMETEK: Industrial Excellence

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

01 May 2024 · 54 minutes
Gartner: Compound Insights

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

24 Apr 2024 · 47 minutes
Winmark: Resale at Scale

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

17 Apr 2024 · 51 minutes
Embraer: Defying Gravity

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

10 Apr 2024 · 50 minutes
Boeing (REPLAY): Turbulent Times

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

08 Apr 2024 · 47 minutes
Duolingo: Free Speech - [Business Breakdowns, EP.157]

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

03 Apr 2024 · 59 minutes
Mitsubishi Corporation: A Japanese Trading Company

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

27 Mar 2024 · 45 minutes
Intuitive Surgical: Robotic Precision

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

20 Mar 2024 · 1 hour, 6 minutes
D.R. Horton: Building a New Model

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

13 Mar 2024 · 1 hour, 5 minutes
FTX: Inside the Restructuring

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

11 Mar 2024 · 48 minutes
CNX Resources: Hit the Gas

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

06 Mar 2024 · 53 minutes
Vulcan Materials: Rock On

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

28 Feb 2024 · 52 minutes
HEICO: Parts for Planes

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

21 Feb 2024 · 1 hour, 2 minutes
Intel: Cyclical Recovery or Secular Demise?

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

14 Feb 2024 · 1 hour, 6 minutes
Arthur J. Gallagher: Insurance Broking

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

07 Feb 2024 · 47 minutes
Samsung: Semiconductors over Smartphones

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

31 Jan 2024 · 51 minutes
Patek Philippe: Watch Perfection

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

24 Jan 2024 · 59 minutes
Rolex: Timeless Excellence

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

22 Jan 2024 · 1 hour, 1 minute
Visma: Mission Critical European Software

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

17 Jan 2024 · 46 minutes
Trane Technologies: Hot and Cold

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

10 Jan 2024 · 46 minutes
Live Oak: The Small Business Bank

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

03 Jan 2024 · 1 hour, 4 minutes
Moody’s: Aaa Business Model

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

27 Dec 2023 · 39 minutes
Pernod Ricard: Luxury Liquor

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

20 Dec 2023 · 45 minutes
Ferrari: Magic from Maranello

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

13 Dec 2023 · 1 hour,
Charter Communications: Cable Cash Flows

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

06 Dec 2023 · 1 hour, 3 minutes
Vistra Corp: Full Stack Energy Provider

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

29 Nov 2023 · 52 minutes
Entegris: Solutions for Semiconductors

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

22 Nov 2023 · 47 minutes
The Coca-Cola Company

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

15 Nov 2023 · 45 minutes
FedEx: Anytime, Anywhere

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

08 Nov 2023 · 56 minutes
Databricks: Data Based Decisions

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

01 Nov 2023 · 49 minutes
Match Group: The Business Behind Tinder

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

25 Oct 2023 · 1 hour, 9 minutes
Olin: Chemistry and Cash Flows

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

18 Oct 2023 · 58 minutes
WEX: Fleet Cards

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

13 Oct 2023 · 41 minutes
Equifax: Your Score & More

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

04 Oct 2023 · 1 hour, 3 minutes
Boeing: Turbulent Times

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

27 Sep 2023 · 47 minutes
Kingspan: Influential Irish Insulation

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

13 Sep 2023 · 47 minutes
Padel: Causing a Racket

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

06 Sep 2023 · 55 minutes
The Business of Football

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

30 Aug 2023 · 59 minutes
Casey’s General Stores: Fueling Convenience

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

23 Aug 2023 · 48 minutes
Take-Two Interactive: GTA and NBA 2K

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

16 Aug 2023 · 54 minutes
Nubank: David vs Goliaths

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

09 Aug 2023 · 1 hour, 5 minutes
Argenx: Changing Lives with Llamas

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

02 Aug 2023 · 43 minutes
Copart: The Car Undertaker

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

26 Jul 2023 · 50 minutes
Lululemon Athletica: The Athleisure Leader

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

19 Jul 2023 · 46 minutes
Toast: The Restaurant Operating System

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

12 Jul 2023 · 50 minutes
Applied Materials: Sanding Atoms

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

05 Jul 2023 · 46 minutes
ASML: Competing with Moore’s Law

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

28 Jun 2023 · 51 minutes
Roku: One Stop Streaming Shop

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

21 Jun 2023 · 41 minutes
Mobile Gaming: A Freemium Economy

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

14 Jun 2023 · 51 minutes
First Citizens Bank: The Bank Buyers

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

07 Jun 2023 · 1 hour, 3 minutes
PayPal: A Digital Money Marketplace

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

31 May 2023 · 1 hour, 6 minutes
Restoration Hardware: Climbing the Luxury Mountain

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

24 May 2023 · 1 hour, 1 minute
FICO: A High Score Business

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

17 May 2023 · 47 minutes
FC Bayern Munich: The Best Run Club in Football

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

10 May 2023 · 1 hour, 7 minutes
MTN Group - Connecting Africa

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

03 May 2023 · 1 hour,
Roper Technologies: Industrial Titan to Software Giant

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

26 Apr 2023 · 47 minutes
Dolby Laboratories: The Sound Standard

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

19 Apr 2023 · 1 hour, 3 minutes
Electronic Arts: FIFA, The Sims, Madden and More

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

12 Apr 2023 · 56 minutes
Titan: A Golden Case in Indian Retail

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

05 Apr 2023 · 1 hour, 4 minutes
The National Basketball Association

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

31 Mar 2023 · 1 hour, 10 minutes
Jim Chanos: A Short Thesis on Data Centers

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

29 Mar 2023 · 42 minutes
Markel: Playing The Long Game

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

22 Mar 2023 · 1 hour, 2 minutes
The Walt Disney Company: An Entertainment Empire

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

15 Mar 2023 · 49 minutes
IPL: The World’s Fastest Growing Sports League

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

08 Mar 2023 · 1 hour, 34 minutes
Wise: Moving Money Around the World

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

01 Mar 2023 · 1 hour, 7 minutes
Ryanair: Low Cost Obsessed

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

22 Feb 2023 · 47 minutes
Constellation Software: Principled, Profitable, Permanent

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

16 Feb 2023 · 1 hour,
The Business of Sport: NFL, F1, PGA Tour

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

08 Feb 2023 · 1 hour, 40 minutes
Qualcomm: Making Smartphones Smart

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

01 Feb 2023 · 44 minutes
Orangetheory Fitness: A Franchise HIIT

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

27 Jan 2023 · 46 minutes
WeChat: China’s Operating System

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

18 Jan 2023 · 52 minutes
Hermès: The Luxury Icon - [Business Breakdowns, EP. 92]

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

11 Jan 2023 · 1 hour, 8 minutes
L’Oreal: Because You’re Worth It

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

04 Jan 2023 · 58 minutes
Carbon Reduction: Changing Business Practices

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

28 Dec 2022 · 1 hour, 1 minute
Carbon Removal: A Primer

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

21 Dec 2022 · 47 minutes
Shiprocket - Enabling Ecommerce in India - [Return on India, EP.03]

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

18 Dec 2022 · 1 hour, 1 minute
DoorDash: Looking for Profitable Routes

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

14 Dec 2022 · 51 minutes
Floor & Decor: Raising the Floor

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

07 Dec 2022 · 50 minutes
Netflix: The Original

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

30 Nov 2022 · 56 minutes
Brookfield Asset Management: Alternative Cash Flows

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

25 Nov 2022 · 55 minutes
Harvard Business Publishing: A Case Study

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

16 Nov 2022 · 50 minutes
Vanguard: The Alpha Disrupter

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

09 Nov 2022 · 51 minutes
The Home Depot: The Pro Builder’s Choice

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

02 Nov 2022 · 56 minutes
Cameo: Monetizing Fame

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

26 Oct 2022 · 54 minutes
Archaea Energy: Turning Pollution into Profit

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

19 Oct 2022 · 47 minutes
Spotter: Funding YouTube Creators

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

12 Oct 2022 · 49 minutes
Intuit: An Operating System for Small Businesses

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

05 Oct 2022 · 53 minutes
Trader Joe’s: Grocer to the Overeducated and Underpaid

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

28 Sep 2022 · 50 minutes
Polaroid: The Genius of Edwin Land

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

21 Sep 2022 · 49 minutes
General Electric: Lessons from the Rise and Fall

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

15 Sep 2022 · 52 minutes
AMD: How Chips Are Changing

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

07 Sep 2022 · 51 minutes
CrowdStrike: Cyber SaaS

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

01 Sep 2022 · 1 hour,
Atlas Copco: Sweden’s Best Kept Secret

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

24 Aug 2022 · 43 minutes
ChargePoint: Leading the EV Charge

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

19 Aug 2022 · 40 minutes
Union Pacific: Long Train Runnin’

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

10 Aug 2022 · 1 hour, 1 minute
LVMH: The Wolf in Cashmere’s Conglomerate

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

03 Aug 2022 · 53 minutes
DuPont: Two Centuries of Chemistry

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

27 Jul 2022 · 49 minutes
Charles Schwab: The 8 Trillion Dollar Gorilla

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

20 Jul 2022 · 1 hour, 7 minutes
Rolex: Timeless Excellence

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

15 Jul 2022 · 1 hour, 1 minute
Dino Polska: Serving Small-Town Poland

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

06 Jul 2022 · 47 minutes
Berkshire Hathaway: The Incomparable Compounder

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

29 Jun 2022 · 1 hour, 14 minutes
Shopify: Tokengated Commerce - [Web3 Breakdowns, EP.28]

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

27 Jun 2022 · 1 hour, 2 minutes
Gogo: Internet for Private Jets

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

22 Jun 2022 · 1 hour, 7 minutes
Diploma: Specialized Distribution

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

15 Jun 2022 · 51 minutes
PGA Tour: Playing Under Pressure

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

08 Jun 2022 · 58 minutes
Anduril: Building the Future of Defense

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

25 May 2022 · 1 hour, 9 minutes
Goldman Sachs: Fortune Favors the Old

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

19 May 2022 · 58 minutes
Baytex Energy: The Business of Oil & Gas

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

04 May 2022 · 1 hour, 19 minutes
DigitalBridge - Pioneering Digital Infrastructure

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

29 Apr 2022 · 58 minutes
AppLovin: Monetizing & Marketing Mobile Apps

Today we’re breaking down AppLovin. It’s a business you may not recognize but have likely interacted with. Founded in 2012,... more

20 Apr 2022 · 1 hour, 6 minutes
Afterpay: Buy Now, Pay Later

This is Jesse Pujji and today’s episode is a follow up of last weeks’ Block episode, covering Afterpay the buy-now-pay-later... more

13 Apr 2022 · 1 hour, 1 minute
Block: Square, Cash App, and Economic Access

This is Jesse Pujji and today we’re breaking down Block – formerly known as Square. This software and financial services... more

06 Apr 2022 · 1 hour, 6 minutes
McKinsey & Company: The First Management Consultants

This is Jesse Pujji and today we’re breaking down McKinsey & Company, the world’s pre-eminent management consulting firm. Founded in... more

30 Mar 2022 · 1 hour, 9 minutes
Fanatics: Growing the Sports Economy

This is Jesse Pujji, and today we are breaking down Fanatics. If you’ve recently bought sports apparel online, you interacted... more

23 Mar 2022 · 41 minutes
Anchorage Digital: Serving Institutional Crypto Needs - [Web3 Breakdowns, EP. 12]

Today's episode was originally featured in our Web3 Breakdowns feed. For listeners unfamiliar with Web3 Breakdowns, the concept was... more

16 Mar 2022 · 1 hour, 2 minutes
Adyen: A First Principles Payment Platform

This is Zack Fuss and today we’re breaking down European-based payment business, Adyen. Adyen was founded in Amsterdam in 2006... more

09 Mar 2022 · 58 minutes
Cadence: Software Behind Semiconductor Design

This is Matt Reustle and today we are breaking down Cadence Design Systems. Cadence operates in the semiconductor ecosystem where... more

02 Mar 2022 · 1 hour,
The New York Times: The Empire Strikes Back

This is Jesse Pujji and today we’re breaking down The New York Times. Since its founding in 1851, The New... more

23 Feb 2022 · 58 minutes
Basic-Fit: Increasing Returns to Scale

This is Matt Reustle, and today we’re breaking down Europe’s leading low-cost gym operator, Basic-Fit. Netherlands based Basic-Fit is a... more

16 Feb 2022 · 47 minutes
UPS: Leaders of the Package

I'm Zack Fuss and today we are breaking down UPS. With over 100 years of history, it's a business we... more

09 Feb 2022 · 45 minutes
Twitter: Towing the Clown Car Out of the Goldmine

I’m Zack Fuss, and today we are breaking down Twitter, a business that needs little introduction. Founded by Jack Dorsey... more

02 Feb 2022 · 1 hour, 1 minute
ViacomCBS: A Content King in the Streaming War

This is Jesse Pujji and today we are breaking down ViacomCBS. This episode has a different format - you'll hear... more

26 Jan 2022 · 1 hour, 8 minutes
Peloton: Reinventing the Wheel

This is Jesse Pujji, and today we’re breaking down Peloton. Peloton was founded over ten years ago with the idea... more

19 Jan 2022 · 52 minutes
Cannabis: Legalizing the Leaf

This is Jesse Pujji and today we are breaking down the emerging industry of cannabis. After spending decades as an... more

12 Jan 2022 · 51 minutes
Finch Therapeutics: Empowering Immune Systems

Today’s episode is part business breakdown and part biology breakdown as we explore Finch Therapeutics and their novel work on... more

29 Dec 2021 · 55 minutes
London Stock Exchange Group

Today, we’ll be breaking down the London Stock Exchange, now referred to as LSEG. LSEG is a nearly £40 billion... more

22 Dec 2021 · 51 minutes
The National Football League

Today, we are breaking down The National Football League or, as most know it, The NFL. It’s a sport that... more

15 Dec 2021 · 1 hour, 27 minutes
NextEra Energy: The Renewable Leader

I’m Zack Fuss and today we’re breaking down NextEra Energy. NextEra is America’s most valuable energy firm and consists primarily... more

08 Dec 2021 · 42 minutes
Novocure: Using Physics to Fight Cancer

Today, we’re breaking down Novocure, a global oncology company that has pioneered a new approach to cancer treatment. For over... more

01 Dec 2021 · 57 minutes
AutoZone: Exemplary Capital Allocation

I’m Zack Fuss, and today we’re breaking down AutoZone, the leading retailer and distributor of auto parts in the Americas.... more

24 Nov 2021 · 55 minutes
Amazon Aggregators: Buying Third-Party Sellers

I’m Jesse Pujji and this is Business Breakdowns. Today we are doing a different kind of breakdown. We are covering an... more

17 Nov 2021 · 1 hour, 1 minute
HelloFresh: Delivering on Process Power

Today, we’re breaking down HelloFresh. HelloFresh delivers weekly meal kits to people’s homes. With eight million active customers, the Berlin-based... more

10 Nov 2021 · 1 hour, 2 minutes
MongoDB: The Database Platform

I’m Jesse Pujji and today we’re breaking down MongoDB. The MongoDB story traces back to 2007 when the founding team... more

03 Nov 2021 · 45 minutes
Universal Music Group: The Gatekeepers of Music

Today we’re breaking down Universal Music Group. As one of the largest music businesses in the world, UMG is home... more

27 Oct 2021 · 1 hour, 14 minutes
Uber: The Undeletable App

Today, we’re breaking down Uber. Despite a corporate history that spans just over a decade, the ink spilled on Uber... more

20 Oct 2021 · 1 hour,
John Deere: Centuries of Farming Innovation

Today, we are breaking down John Deere. With a history dating back almost two centuries, Deere has been a mainstay... more

13 Oct 2021 · 47 minutes
Salesforce: The Cloud & SaaS Pioneer

Today, we are breaking down the cloud and SaaS trailblazer, Salesforce. Founded by Marc Benioff in 1999, Salesforce has grown... more

06 Oct 2021 · 48 minutes
Solana: Faster, Cheaper, More Scalable

Today, we are breaking down Solana. Founded in 2017 by an ex-wireless engineer from Qualcomm, Solana is a layer one... more

29 Sep 2021 · 1 hour, 14 minutes
Taboola: The Open Web’s Suggestion Engine

Today, we are breaking down Taboola, a company you may not know but one you’ve definitely seen. When you read... more

22 Sep 2021 · 48 minutes
Sky Mavis: The Builders Behind Axie Infinity

Today, we are breaking down Sky Mavis, the company behind the NFT-based game, Axie Infinity. Built by a team with... more

15 Sep 2021 · 1 hour, 11 minutes
Datadog: The Realtime Data Monitor

Today, we will be breaking down Datadog. If you've ever used Control-Alt-Delete to force quit a frozen application - you've... more

08 Sep 2021 · 44 minutes
Wyndham Hotels: Loyalty Matters

Today, we will break down Wyndham Hotels, the world’s largest and most diverse hotel franchisor with more than 9,000 hotels... more

01 Sep 2021 · 56 minutes
Dexcom: Digitizing Diabetes Management

Today, we will break down Dexcom. Founded in 1999, Dexcom makes best-in-class continuous glucose monitors to help diabetics manage their... more

25 Aug 2021 · 57 minutes
SmileDirectClub: Closing the Gap with Affordability

Today, we will be breaking down SmileDirectClub, the oral care company known for its affordable clear aligner treatment. SmileDirectClub was... more

18 Aug 2021 · 48 minutes
ZoomInfo: The Go-To-Market Platform

Today, we will be breaking down ZoomInfo. Founded as DiscoverOrg in 2007, ZoomInfo is a go-to-market software & data solution... more

11 Aug 2021 · 1 hour, 4 minutes
Blackstone: Beyond Buyouts

Today, we will be diving into Blackstone, the world’s largest alternative asset manager. Founded in 1985 as a boutique M&A... more

04 Aug 2021 · 43 minutes
A Primer on Space: The Final Frontier

Today, we will be covering the endlessly fascinating market of Space. While we typically focus on an individual company for... more

28 Jul 2021 · 55 minutes
Petco: Capturing the Pet Economy

Today, we will be breaking down pet care giant, Petco. Founded in 1965 as a mail-order business, Petco has evolved... more

21 Jul 2021 · 39 minutes
Cardlytics: The Ad Platform with Purchasing Power

Today, we will be diving into Cardlytics. Founded in 2008, Cardlytics operates as an advertising platform integrated with the digital... more

14 Jul 2021 · 1 hour, 4 minutes
Exxon Mobil: An Aging Energy Empire

Today, we will be diving into energy giant, Exxon Mobil. The origins of Exxon date back to John D. Rockefeller... more

07 Jul 2021 · 1 hour, 18 minutes
Facebook: The Trillion Dollar Listing

Today, we will be diving into Facebook. A business that requires little introduction, Facebook was launched in 2004 from Marc... more

30 Jun 2021 · 1 hour, 13 minutes
Formula One: The Iconic Motor Sport

In today's episode, we introduce another unique format for Business Breakdowns. We will be diving into the iconic global motorsport... more

23 Jun 2021 · 1 hour, 25 minutes
Moderna: The Software of Life

Today, we will be diving into Moderna. Founded in 2010, Moderna and its innovative RNA platform made headlines after developing... more

16 Jun 2021 · 1 hour, 9 minutes
Pinduoduo: Rise of Social Commerce

Today, we will be breaking down Pinduoduo. Founded in 2015, Pinduoduo used a ‘team buying’ social network concept to build... more

09 Jun 2021 · 55 minutes
Invisalign: Patents, Patients, and Profits

Today, we will be breaking down Invisalign. Founded in 1997, Invisalign pioneered clear aligners as an alternative to metal braces.... more

02 Jun 2021 · 59 minutes
Business Breakdowns
Formula One: The Iconic Motor Sport
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Description

In today's episode, we introduce another unique format for Business Breakdowns. We will be diving into the iconic global motorsport brand -... more