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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

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 · 44 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, 5 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, 4 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 · 47 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 · 52 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 · 51 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, 1 minute
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, 5 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 · 46 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 · 50 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 · 58 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 · 45 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 · 45 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, 3 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 · 47 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
Business Breakdowns
LVMH: The Wolf in Cashmere’s Conglomerate
Business Breakdowns
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Description

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