Podcast · 153 episodes
Business Breakdowns, page 3
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 3
AMETEK: Industrial Excellence - [Business Breakdowns, REPLAY]In this replay episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss dive into the intriguing business model of AMETEK, an industrial conglomerate known for its long-standing history of…12 Feb 2025 · 54 min
Jack Henry: VMS King - [Business Breakdowns, EP.206]In this episode, hosts Matt Reustle and Zack Fuss explore Jack Henry, a leading company in the vertical market software space, particularly serving small and mid-sized banks.5 Feb 2025 · 1 h 2 min
APi Group: Safety Services at Scale - [Business Breakdowns, EP.205]Adam Wyden (Founder and Portfolio Manager, ADW Capital), Chadd Garcia (Portfolio Manager, Ave Maria Mutual Funds)29 Jan 2025 · 51 min
Kaspi.kz: The Kazakh Super-App - [Business Breakdowns, EP.204]Mikhail Lomtadze, CEO and co-founder of Kaspi22 Jan 2025 · 56 min
Gaming Consoles Part 3: Nintendo - [Business Breakdowns, EP.203]In this episode, hosts Matt Reustle and Zack Fuss dive into the intricacies of Nintendo's business model and history, featuring insights from Ryan O'Connor, founder of Crossroads Capital.17 Jan 2025 · 1 h 16 min
Gaming Consoles Part 2: Sony - [Business Breakdowns, EP.202]The series dives deep into how companies operate, tracing their origins, business models, financials, and competitive advantages.15 Jan 2025 · 47 min
Gaming Consoles Part 1: The Thesis - [Business Breakdowns, EP.201]Sia Kamalie, Founder and Fund Manager at Skycatcher15 Jan 2025 · 54 min
Arm: The Silicon Blueprint - [Business Breakdowns, EP.200]Jay Goldberg, CEO and lead analyst at D2D Advisory8 Jan 2025 · 44 min
Kering: It’s Gucci - [Business Breakdowns, EP.199]In this episode of *Business Breakdowns*, hosts Matt Reustle and Zack Fuss delve into Kering, a global luxury group known for brands like Gucci, YSL, Bottega Veneta, and Balenciaga.1 Jan 2025 · 45 min
2024 Anecdotes to Remember - [Business Breakdowns, EP.198]In this special year-end episode, hosts Matt Reustle and Zack Fuss recap significant insights and ideas from previous podcast episodes.27 Dec 2024 · 42 min
FilterBuy: Fresh Air - [Business Breakdowns, EP.197]In this episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss dive into the journey of FilterBuy, an air filter business founded by David Heacock.23 Dec 2024 · 51 min
Inditex: Fast Fashion - [Business Breakdowns, EP.196]In this episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss delve into the world of fast fashion with a focus on Inditex, the parent company of Zara.18 Dec 2024 · 58 min
Alternative Lending in Real Estate - [Business Breakdowns, EP.195]In this episode, hosts Matt Reustle and Zack Fuss break down the commercial real estate lending landscape with Josh Zegen, co-founder and managing principal of Madison Realty Capital.11 Dec 2024 · 1 h 2 min
SpaceX: Rocket Ship - [Business Breakdowns, EP.194]This episode of Business Breakdowns features an in-depth discussion about SpaceX, focusing on its business model, innovations, challenges, and long-term vision.4 Dec 2024 · 1 h 2 min
Investing in Venture Secondaries - [Business Breakdowns, EP.193]In this episode of *Business Breakdowns*, hosts Matt Reustle and Zack Fuss discuss the evolving market of venture secondaries with Ravi Viswanathan, founder and managing partner of NewView Capital.27 Nov 2024 · 53 min
Informa: Where Industries Meet - [Business Breakdowns, EP.192]In this episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss dissect Informa, a UK-based company that specializes in live events and business-to-business (B2B) connections.20 Nov 2024 · 1 h
Fastenal: A Nuts & Bolts Success Story - [Business Breakdowns, EP.191]Delian Entchev, Portfolio Manager at Aoris Investment Management13 Nov 2024 · 51 min
Demographics Driving Real Estate - [Business Breakdowns, EP.190]Fernando De Leon, founder of Leon Capital Group6 Nov 2024 · 53 min
Merck & Co: Blockbuster Drugs - [Business Breakdowns, EP.189]Ashwin Varma (medical student at UT Health San Antonio)30 Oct 2024 · 1 h 6 min
American Tower: Signals and Stability - [Business Breakdowns, EP.188]A podcast where hosts Matt Reustle and Zack Fuss dissect individual businesses, discussing their origins, models, financials, and competitive edges.25 Oct 2024 · 41 min
AIG: Rise, Fall, and Rebirth - [Business Breakdowns, EP.187]This podcast dissects various businesses to understand their origins, models, financials, and competitive edges.16 Oct 2024 · 50 min
Gregorys Coffee: From Bean to Dream - [Business Breakdowns, EP.186]In this episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss delve into the journey of Gregorys Coffee, founded by Gregory Zamfotis.9 Oct 2024 · 1 h 39 min
Going Activist in Japan - [Business Breakdowns, EP.185]Masumi Nishida, Partner and Managing Director at Dalton's Tokyo Research Office2 Oct 2024 · 1 h
RTW: Investing across Healthcare - [Business Breakdowns, EP.184]The podcast dissects business models, financials, and competitive edges of various companies. Each episode provides insights from industry experts.27 Sep 2024 · 1 h 7 min