Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and... 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
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
Today we’re breaking down AppLovin. It’s a business you may not recognize but have likely interacted with. Founded in 2012,... more
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
This is Jesse Pujji and today we’re breaking down Block – formerly known as Square. This software and financial services... more
This is Jesse Pujji and today we’re breaking down McKinsey & Company, the world’s pre-eminent management consulting firm. Founded in... more
This is Jesse Pujji, and today we are breaking down Fanatics. If you’ve recently bought sports apparel online, you interacted... more
Today's episode was originally featured in our Web3 Breakdowns feed. For listeners unfamiliar with Web3 Breakdowns, the concept was... more
This is Zack Fuss and today we’re breaking down European-based payment business, Adyen. Adyen was founded in Amsterdam in 2006... more
This is Matt Reustle and today we are breaking down Cadence Design Systems. Cadence operates in the semiconductor ecosystem where... more
This is Jesse Pujji and today we’re breaking down The New York Times. Since its founding in 1851, The New... more
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
I'm Zack Fuss and today we are breaking down UPS. With over 100 years of history, it's a business we... more
I’m Zack Fuss, and today we are breaking down Twitter, a business that needs little introduction. Founded by Jack Dorsey... more
This is Jesse Pujji and today we are breaking down ViacomCBS. This episode has a different format - you'll hear... more
This is Jesse Pujji, and today we’re breaking down Peloton. Peloton was founded over ten years ago with the idea... more
This is Jesse Pujji and today we are breaking down the emerging industry of cannabis. After spending decades as an... more
Today’s episode is part business breakdown and part biology breakdown as we explore Finch Therapeutics and their novel work on... more
Today, we’ll be breaking down the London Stock Exchange, now referred to as LSEG. LSEG is a nearly £40 billion... more
Today, we are breaking down The National Football League or, as most know it, The NFL. It’s a sport that... more
I’m Zack Fuss and today we’re breaking down NextEra Energy. NextEra is America’s most valuable energy firm and consists primarily... more
Today, we’re breaking down Novocure, a global oncology company that has pioneered a new approach to cancer treatment. For over... more
Today, we are breaking down The National Football League or, as most know it, The NFL. It’s a sport that dominates American... more