Business Breakdowns
የቻናል ዝርዝሮች
Business Breakdowns
Learn how companies work from the people who know them best. Each episode dissects a single business - from its origins and model to its financials and competitive edge. Join hosts Matt Reustle and Zack Fuss as they uncover the lessons behind every success story. Learn more at www.joincolossus.com.
የቅርብ ጊዜ ክፍሎች
241 ክፍሎች![Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]](https://megaphone.imgix.net/podcasts/12224090-a969-11f0-8376-17eec14dbeda/image/0a04e3a7a1043d5d8dc383bcb4a6cdc1.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]
This is Matt Reustle. Today, we are breaking down the industrial giant Amphenol. Amphenol pairs two of my favorite business frameworks that are often...
![Media M&A - [Business Breakdowns, EP.230]](https://megaphone.imgix.net/podcasts/8404be2a-a3c6-11f0-9d01-7b00b28a9d50/image/9a48597af1149c3b024e8d2f7327aa89.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Media M&A - [Business Breakdowns, EP.230]
This is Matt Reustle. Today, we are exploring the world of media deals. My guest is Blake Saunders. Blake has been in media investment banking for alm...
![Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229]](https://megaphone.imgix.net/podcasts/81a71ab6-9e6b-11f0-8aff-7bd806e17203/image/1c411f84b9b949374f0accaa0a5ff38a.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229]
This is Zack Fuss. Today, we are breaking down Exor. The origins of Exor date back to the end of the 19th century when Giovanni Agnelli founded the Au...
![WaterBridge: Oil and Water - [Business Breakdowns, EP.228]](https://megaphone.imgix.net/podcasts/0e99e7ea-98e6-11f0-8315-63bfbdfcc846/image/a11bda9be8779f3e263bf32735c714a2.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
WaterBridge: Oil and Water - [Business Breakdowns, EP.228]
This is Matt Reustle. Today we are breaking down the recent IPO WaterBridge. I am joined by James Davolos from Horizon Kinetics.
We star...
![Mercado Libre: E-commerce Empire - [Business Breakdowns, EP.227]](https://megaphone.imgix.net/podcasts/706518ec-8a17-11f0-bd22-4b94da26bb37/image/6b4b5bc184319dc100b4d29ee8592e36.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Mercado Libre: E-commerce Empire - [Business Breakdowns, EP.227]
This is Matt Reustle. Today we are breaking down the Latam e-commerce Giant, Mercado Libre. My guest is Daniel Wu of Bristlemoon Capital.
![Compass: Real Estate Revolution - [Business Breakdowns, EP.226]](https://megaphone.imgix.net/podcasts/380f4e08-77ee-11f0-b1f5-772560e05f2c/image/267bc4153bc0f62501445b52eb1aa142.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Compass: Real Estate Revolution - [Business Breakdowns, EP.226]
This is Matt Reustle. Today, we are breaking down the real estate broker Compass. Compass itself is a fascinating business and historically a controve...
PE Perspective on Insurance Brokers - [Business Breakdowns, EP.225]
This is Matt Reustle. Today's Breakdown caters to both public and private investors alike. My guest is Aaron Cohen, head of the Financial Services and...
CME Group: The House Always Wins - [Business Breakdowns, EP.224]
This is Matt Reustle and today we are breaking down the Chicago Mercantile Exchange. My guest is Adam Chandler, co-PM at Claremont Global, and togethe...
Agilent: Back To The Lab - [Business Breakdowns, EP.223]
This is Matt Reustle. Today, we are breaking down Agilent. If you aren't familiar with Agilent, it is a $30 billion market cap company at the time of...
Patek Philippe: Watch Perfection - [Business Breakdowns, REPLAY]
This is Matt Reustle. Today we are replaying our Breakdown of Patek Philippe. You never own a Patek Philippe. You merely watch over it for the next ge...
![Alpha In Podcasts? - [Business Breakdowns, EP.222]](https://am.podbbang.net/images/no_thumb.png)
Alpha In Podcasts? - [Business Breakdowns, EP.222]
This is Matt Reustle. Today’s episode looks a little different. We are exploring whether podcasts can be a source of investment alpha, sparked by a Wa...
Nexstar Media: Broadcasting's Biggest Bet - [Business Breakdowns, EP.221]
This is Zack Fuss. Today, we are breaking down Nexstar Media Group. Nexstar controls more local television stations than any other company in the US....
EQT: Returns at Scale - [Business Breakdowns, EP.220]
This is Matt Reustle. Today we are breaking down EQT, the Swedish global investment organization. Right off the top, I need to mention our guest today...
UnitedHealth Group: Beyond The Premium - [Business Breakdowns, EP.219]
This is Zack Fuss. Today, we're tackling a giant in a controversial and incredibly complex industry, UnitedHealth Group. At its recent apex, UNH was a...
Moncler: The Après Playbook - [Business Breakdowns, EP.218]
Today we are breaking down Moncler, the high-end outerwear brand. Known for their down jackets and stylized M logo, it’s a mix of style and substance...
Vulcan Materials: Rock On - [Business Breakdowns, REPLAY]
Today, we are replaying our Breakdown on Vulcan Materials. Vulcan is America's largest producer of construction aggregates. This includes all of the c...
monday.com: Work Management Software - [Business Breakdowns, EP.217]
Today we are breaking down the work management software platform monday.com. Founded in February 2012, today monday.com has a market cap of over $14 b...
Interactive Brokers: Margin Masters - [Business Breakdowns, EP.216]
This is Zack Fuss. Today, we are breaking down Interactive Brokers, widely recognized as IBKR. Founded in 1978, Interactive Brokers evolved from a mar...
Chemed: Empire of Care - [Business Breakdowns, EP.215]
This is Zack Fuss. Today we are breaking down Chemed. Chemed represents the union of two seemingly distinct businesses: end-of-life healthcare and plu...
Ecolab: Clean Machine - [Business Breakdowns, EP.214]
Today we are breaking down Ecolab, a global sustainability leader offering water, hygiene, and infection prevention solutions that protect people & th...
Snap-on: Tools of the Trades - [Business Breakdowns, EP.213]
Today, we explore the world of tools to break down Snap-on. Snap-on has been around for over 100 years and operates with over a $17 billion market cap...
Goosehead: Insuring Coverage - [Business Breakdowns, EP.212]
Today we are breaking down Goosehead Insurance. I always enjoy hearing about how a new entrant has effectively carved out a niche in a world of incumb...
Compass: Meals for the Masses - [Business Breakdowns, EP.211]
Today, we are breaking down the food catering giant Compass Group. Whether it's your corporate cafeteria, the food stands at a sporting event, or the...
EssilorLuxottica: Sight To Behold - [Business Breakdowns, EP.210]
Today we are breaking down EssilorLuxottica, a global leader in the eyewear industry, formed by the merger of Essilor and Luxottica in 2018. Today the...
Watsco: Air Apparent - [Business Breakdowns, EP.209]
Today we are breaking down Watsco, the market leader in HVAC distribution with a unique value proposition. If you've ever had an air conditioning issu...
Apollo: Connoisseurs of Complexity - [Business Breakdowns, EP.208]
Today, we are breaking down the global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for this episode, and t...
Cognex: Vision Quest - [Business Breakdowns, EP.207]
Today we are breaking down machine vision leader, Cognex. Cognex Corporation is an American manufacturer of machine vision systems, software and senso...
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, REPLAY]
Today, we are breaking down Rolls-Royce. A fair warning to those expecting to hear about luxury automobiles, that division was split from this busines...
AMETEK: Industrial Excellence - [Business Breakdowns, REPLAY]
Today, we are replaying one of our favorites, breaking down the industrial conglomerate AMETEK. AMETEK is a great pairing with last week's episode on...
Jack Henry: VMS King - [Business Breakdowns, EP.206]
Today, we are breaking down Jack Henry. If you're not familiar with it, Mark Leonard of Constellation Software once referred to this business as their...
APi Group: Safety Services at Scale - [Business Breakdowns, EP.205]
This is Zack Fuss. Today, we are breaking down APi Group, a leading provider of life safety and specialty services to buildings and construction proje...
Kaspi.kz: The Kazakh Super-App - [Business Breakdowns, EP.204]
This is Zack Fuss. Today, we are breaking down Kaspi, a leading financial technology company based in Kazakhstan best known for its super app. Kaspi p...
Gaming Consoles Part 3: Nintendo - [Business Breakdowns, EP.203]
Today's episode is the third in our three-part miniseries on video game consoles. Here, we are breaking down Nintendo. Our guest is Ryan O'Connor, the...
Gaming Consoles Part 2: Sony - [Business Breakdowns, EP.202]
This is the second episode of our multi-part series on the video game console market. If you've yet to listen to Episode One, Sia Kamalie is the found...
Gaming Consoles Part 1: The Thesis - [Business Breakdowns, EP.201]
Today's episode is the first in a multi-part series on the video game console market. Our guest is Sia Kamalie, the founder and fund manager at Skycat...
Arm: The Silicon Blueprint - [Business Breakdowns, EP.200]
This is Zack Fuss. Today, we're breaking down Arm Holdings. Arm designs the architecture powering billions of devices, from smartphones and data cente...
Kering: It’s Gucci - [Business Breakdowns, EP.199]
Today, we are breaking down the global luxury group Kering. You know Kering from its brands Gucci, YSL, Bottega Veneta, Balenciaga, and the list goes...
2024 Anecdotes to Remember - [Business Breakdowns, EP.198]
Today we have a special year-end episode of Business Breakdowns, running through some of the best ideas that were featured on the podcast. The goal of...
FilterBuy: Fresh Air - [Business Breakdowns, EP.197]
Today we‘re breaking down FilterBuy. From time to time, I come across a compelling founder who is willing to cover everything about their business and...
Inditex: Fast Fashion - [Business Breakdowns, EP.196]
Today we are covering the world of fast fashion. If you don't know the name Inditex, you certainly know Zara, the core business inside Inditex. My gue...