Today we are breaking down Ecolab, a global sustainability leader offering water, hygiene, and infection prevention solutions that protect people... more

Today, we explore the world of tools to break down Snap-on. Snap-on has been around for over 100 years and... more

Today we are breaking down Goosehead Insurance. I always enjoy hearing about how a new entrant has effectively carved out... more

Today, we are breaking down the food catering giant Compass Group. Whether it's your corporate cafeteria, the food stands at... more

Today we are breaking down EssilorLuxottica, a global leader in the eyewear industry, formed by the merger of Essilor and... more

Today we are breaking down Watsco, the market leader in HVAC distribution with a unique value proposition. If you've ever... more

​Today, we are breaking down the  global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for... more

Today we are breaking down machine vision leader, Cognex. Cognex Corporation is an American manufacturer of machine vision systems, software... more

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

Today, we are replaying one of our favorites, breaking down the industrial conglomerate AMETEK. AMETEK is a great pairing with last week's... more

Today, we are breaking down Jack Henry. If you're not familiar with it, Mark Leonard of Constellation Software once referred... more

This is Zack Fuss. Today, we are breaking down APi Group, a leading provider of life safety and specialty services... more

This is Zack Fuss. Today, we are breaking down Kaspi, a leading financial technology company based in Kazakhstan best known... more

Today's episode is the third in our three-part miniseries on video game consoles. Here, we are breaking down Nintendo. Our... more

This is the second episode of our multi-part series on the video game console market. If you've yet to listen... more

Today's episode is the first in a multi-part series on the video game console market. Our guest is Sia Kamalie,... more

This is Zack Fuss. Today, we're breaking down Arm Holdings. Arm designs the architecture powering billions of devices, from smartphones... more

Today, we are breaking down the global luxury group Kering. You know Kering from its brands Gucci, YSL, Bottega Veneta,... more

Today we have a special year-end episode of Business Breakdowns, running through some of the best ideas that were featured... more

Today we‘re breaking down FilterBuy. From time to time, I come across a compelling founder who is willing to cover... more

Today we are covering the world of fast fashion. If you don't know the name Inditex, you certainly know Zara,... more

Today we are breaking down commercial real estate lending with Josh Zegen, co-founder and managing principal of Madison Realty Capital.  Josh... more

Today we are breaking down SpaceX. Luke Ward from Baillie Gifford was the perfect match for this episode, as he... more

Today, we are covering the increasingly thematic market of venture secondaries. My guest is Ravi Viswanathan, founder and managing partner... more

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

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