Podcast · 153 episodes
Business Breakdowns
by Colossus | Investing & Business Podcasts · English
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.
Latest episodes
Applied Intuition: A Billion Intelligent Machines - [Business Breakdowns, EP.248]Applied Intuition’s “physical AI” stack for making machines intelligent, and how its agentic platform Dana lowers the barrier to building and deploying safe autonomy across industries.27 Jul 2026 · 47 min
Toast: Sticky SaaS - [Business Breakdowns, EP.247]Toast as a “category killer” F&B point-of-sale operating system; why it’s “sticky” and still compounding despite the “SaaSpocalypse” debate, with emphasis on payments + SaaS + hardware, AI-driven…29 May 2026 · 49 min
Auto1: EU-sed Car Marketplace - [Business Breakdowns, EP.246]Auto1’s vertically integrated European used-car marketplace (“Carvana of Europe”), emphasizing cross-border sourcing/sales, financing, and unit economics versus US models.15 May 2026 · 1 h 5 min
All episodes
Applied Intuition: A Billion Intelligent Machines - [Business Breakdowns, EP.248]Applied Intuition’s “physical AI” stack for making machines intelligent, and how its agentic platform Dana lowers the barrier to building and deploying safe autonomy across industries.27 Jul 2026 · 47 min · 27 chapters
Toast: Sticky SaaS - [Business Breakdowns, EP.247]Toast as a “category killer” F&B point-of-sale operating system; why it’s “sticky” and still compounding despite the “SaaSpocalypse” debate, with emphasis on payments + SaaS + hardware, AI-driven…29 May 2026 · 49 min · 20 chapters
Auto1: EU-sed Car Marketplace - [Business Breakdowns, EP.246]Auto1’s vertically integrated European used-car marketplace (“Carvana of Europe”), emphasizing cross-border sourcing/sales, financing, and unit economics versus US models.15 May 2026 · 1 h 5 min · 26 chapters
Opendoor: Q1 2026 Earnings - [Business Breakdowns, EP.245]Opendoor’s Q1 2026 earnings and path to profitability, framed around why Opendoor is a “market maker” software platform with velocity-focused underwriting, plus how attach services (title/escrow,…8 May 2026 · 26 min · 12 chapters
PriceSmart: Central America’s Costco - [Business Breakdowns, EP.244]PriceSmart (often described as “Central America’s Costco”) and how its membership warehouse model, logistics control, private label strategy, and disciplined international expansion drive compounding…1 May 2026 · 56 min · 20 chapters
Altius Minerals: Royalty Check - [Business Breakdowns, EP.243]Altius Minerals’ royalty business model (“Royalties 101”), how it evolved across commodities and geographies, and its expansion into renewables via a financing/royalty structure.24 Apr 2026 · 34 min · 16 chapters
Givaudan: The Magic Ingredients - [Business Breakdowns, EP.242]Business Breakdowns EP.242 covers Givaudan (fragrance and flavor supplier) and why its “magic ingredients” drive repeat purchases across everyday consumer products.17 Apr 2026 · 41 min · 17 chapters
Apollo: Connoisseurs of Complexity - [Business Breakdowns, REPLAY]Connoisseurs of Complexity - [Business Breakdowns, REPLAY]20 Mar 2026 · 1 h 15 min · 42 chapters
Cognex: Vision Quest - [Business Breakdowns, REPLAY]A podcast that dissects single businesses to understand their operations, origins, financials, and competitive edges, featuring insights from industry experts.13 Mar 2026 · 45 min · 28 chapters
ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY]Competing with Moore’s Law - [Business Breakdowns, REPLAY]6 Mar 2026 · 53 min · 25 chapters
Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]"Business Breakdowns" is a podcast series that dissects various companies, offering insights on their origins, business models, financials, and competitive edges.11 Feb 2026 · 1 h 10 min · 40 chapters
How Investors are using AI - [Business Breakdowns, EP.240]David Plon, Founder of Portrait Analytics5 Feb 2026 · 49 min · 18 chapters
Games Workshop: The World of Warhammer - [Business Breakdowns, EP.239]The World of Warhammer - [Business Breakdowns, EP.239]30 Jan 2026 · 40 min · 15 chapters
Databricks: From Data to Decisions - [Business Breakdowns, EP.238]This episode of Business Breakdowns dives deep into Databricks, a private company valued at around $130 billion.8 Jan 2026 · 1 h 15 min · 25 chapters
Amadeus: The IT Backbone of Travel - [Business Breakdowns, EP.237]In this episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss dissect Amadeus, a leading technology provider in the travel industry.12 Dec 2025 · 48 min
Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236]This episode of Business Breakdowns focuses on Doximity, a prominent B2B media business often described as "the LinkedIn for doctors." The discussion, led by hosts Matt Reustle and Zack Fuss,…5 Dec 2025 · 33 min
GE Aerospace: Full Throttle - [Business Breakdowns, EP.235]Ramesh Narayanaswamy, Co-founder & Portfolio Manager at Tourbillon Partners14 Nov 2025 · 59 min
Alternative Investing: Alts For All - [Business Breakdowns, EP.234]Alternative Investing: Alts For All7 Nov 2025 · 50 min
Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233]In-depth breakdown of Robinhood, exploring its business model, origins, competitive edge, and evolution.31 Oct 2025 · 1 h
CompoSecure: Heavy Metal - [Business Breakdowns, EP.232]Managing Partner at Steamboat Capital24 Oct 2025 · 56 min
Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]This episode of Business Breakdowns features hosts Matt Reustle and Andy Gardner, Portfolio Manager at Fiera Capital, discussing the industrial giant Amphenol.15 Oct 2025 · 54 min
Media M&A - [Business Breakdowns, EP.230]Matt Reustle and Blake Saunders9 Oct 2025 · 47 min
Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229]In this episode of *Business Breakdowns*, hosts Matt Reustle and Zack Fuss delve into the intricate history and evolution of Exor, an investment holding company controlled by the Agnelli family,…1 Oct 2025 · 48 min
WaterBridge: Oil and Water - [Business Breakdowns, EP.228]In this episode, Matt Reustle and James Davolos from Horizon Kinetics break down WaterBridge's recent IPO and its operations within the water infrastructure industry, specifically in relation to oil…24 Sep 2025 · 1 h 4 min