Podcast · 153 episodes
Business Breakdowns, page 2
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.
All episodes, page 2
Mercado Libre: E-commerce Empire - [Business Breakdowns, EP.227]In this episode of Business Breakdowns, hosts Matt Reustle and Daniel Wu from Bristlemoon Capital delve into Mercado Libre (MELI), the Latin American e-commerce giant.5 Sep 2025 · 1 h 13 min
Compass: Real Estate Revolution - [Business Breakdowns, EP.226]Geoff Collette, Founder of Aeon Capital Partners13 Aug 2025 · 1 h 3 min
PE Perspective on Insurance Brokers - [Business Breakdowns, EP.225]PE Perspective on Insurance Brokers7 Aug 2025 · 59 min
CME Group: The House Always Wins - [Business Breakdowns, EP.224]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.23 Jul 2025 · 1 h
Agilent: Back To The Lab - [Business Breakdowns, EP.223]Mark de Vos, Fund Manager at Troy Asset Management16 Jul 2025 · 42 min
Patek Philippe: Watch Perfection - [Business Breakdowns, REPLAY]In this episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss replay their in-depth discussion on Patek Philippe, the prestigious Swiss watchmaker renowned for its craftsmanship and legacy.9 Jul 2025 · 59 min
Alpha In Podcasts? - [Business Breakdowns, EP.222]In this special episode of the Business Breakdowns podcast, host Matt Reustle delves into the concept of whether podcasts can provide investment alpha.2 Jul 2025 · 11 min
Nexstar Media: Broadcasting's Biggest Bet - [Business Breakdowns, EP.221]In this episode of *Business Breakdowns*, hosts Matt Reustle and Zack Fuss delve into the operations and evolution of Nexstar Media Group, the largest owner of local television stations in the U.S.25 Jun 2025 · 1 h 1 min
EQT: Returns at Scale - [Business Breakdowns, EP.220]Sean Barrett, founder of Counter Global18 Jun 2025 · 1 h 18 min
UnitedHealth Group: Beyond The Premium - [Business Breakdowns, EP.219]Beyond The Premium - [Business Breakdowns, EP.219]4 Jun 2025 · 1 h 5 min
Moncler: The Après Playbook - [Business Breakdowns, EP.218]In this episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss delve into Moncler, the high-end outerwear brand renowned for its signature down jackets and fashionable designs.30 May 2025 · 59 min
Vulcan Materials: Rock On - [Business Breakdowns, REPLAY]This episode of Business Breakdowns, hosted by Matt Reustle and Zack Fuss, revisits the breakdown of Vulcan Materials, America's largest producer of construction aggregates, including crushed rock,…21 May 2025 · 52 min
monday.com: Work Management Software - [Business Breakdowns, EP.217]monday.com: Work Management Software - [Business Breakdowns, EP.217]13 May 2025 · 1 h 17 min
Interactive Brokers: Margin Masters - [Business Breakdowns, EP.216]Freddie Lait, Jacopo Di Nardo (Latitude Investment Management)9 May 2025 · 45 min
Chemed: Empire of Care - [Business Breakdowns, EP.215]A podcast that dissects businesses from their origins to their operational and financial strategies. Hosted by Matt Reustle and Zack Fuss.1 May 2025 · 45 min
Ecolab: Clean Machine - [Business Breakdowns, EP.214]The podcast dissects companies to learn how they operate, featuring discussions with industry experts.23 Apr 2025 · 41 min
Snap-on: Tools of the Trades - [Business Breakdowns, EP.213]Matt Fleming, Portfolio Manager at William Blair16 Apr 2025 · 46 min
Goosehead: Insuring Coverage - [Business Breakdowns, EP.212]In this episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss delve into the intricacies of Goosehead Insurance, a company that has carved a niche in the competitive insurance market.9 Apr 2025 · 1 h 9 min
Compass: Meals for the Masses - [Business Breakdowns, EP.211]In this episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss explore the business model and history of Compass Group, a leading player in the food service and catering industry.2 Apr 2025 · 58 min
EssilorLuxottica: Sight To Behold - [Business Breakdowns, EP.210]The podcast dissects individual companies, exploring their history, business models, competitive advantages, and valuable lessons learned.26 Mar 2025 · 44 min
Watsco: Air Apparent - [Business Breakdowns, EP.209]In this episode of "Business Breakdowns," hosts Matt Reustle and Zack Fuss analyze Watsco, the leading distributor in the HVAC (heating, ventilation, and air conditioning) industry.19 Mar 2025 · 56 min
Apollo: Connoisseurs of Complexity - [Business Breakdowns, EP.208]Dissecting businesses to understand their origins, models, financials, and competitive advantages.14 Mar 2025 · 1 h 13 min
Cognex: Vision Quest - [Business Breakdowns, EP.207]Discussion on Cognex Corporation, a leader in machine vision technology, exploring its origins, business model, and cycle-driven nature.26 Feb 2025 · 44 min
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, REPLAY]Rolls-Royce: Turbines and Tribulations19 Feb 2025 · 55 min