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