Podcast · 153 episodes
Business Breakdowns, page 4
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 4
Sherwin-Williams: Brushstrokes of Success - [Business Breakdowns, EP.183]Todd Basnight, Director of Equity Research at Aureus Asset Management18 Sep 2024 · 1 h 4 min
Rakuten: Rewiring Japan's Digital Economy - [Business Breakdowns, EP.182]This episode of Business Breakdowns features hosts Matt Reustle and Zack Fuss discussing Rakuten, a prominent Japanese internet conglomerate.11 Sep 2024 · 55 min
Renishaw: The Precision Pioneers - [Business Breakdowns, EP.181]"Business Breakdowns" is a podcast series hosted by Matt Reustle and Zack Fuss that dives deep into individual businesses, exploring their origins, models, financials, and competitive advantages.4 Sep 2024 · 50 min
3i Group: Capital in Action - [Business Breakdowns, EP.180]In this episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss delve into the intricacies of 3i Group, a publicly traded investment company with a distinctive business model largely…28 Aug 2024 · 39 min
5 Handpicked Highlights - [Business Breakdowns, EP.179]This episode features a compilation of notable insights from previous episodes, highlighting key concepts and frameworks related to business models and end markets as the hosts approach their 200th…21 Aug 2024 · 23 min
Graco: Mastering The Flow - [Business Breakdowns, EP.178]Aaron Wasserman, Managing Partner at Third Period Capital14 Aug 2024 · 43 min
Siemens Energy: Winds of Change - [Business Breakdowns, EP.177]Dissects single businesses to uncover their origins, models, financials, and competitive edges.7 Aug 2024 · 54 min
Olympic Games: The Price of Glory - [Business Breakdowns, EP.176]In this episode, hosts Matt Reustle and Zack Fuss discuss the economic realities of hosting the Olympic Games with guest Andrew Zimbalist, an economics professor at Smith College.31 Jul 2024 · 42 min
Axon: Stunning The Competition - [Business Breakdowns, EP.175]In this episode of *Business Breakdowns*, hosts Matt Reustle and Zack Fuss, alongside guest Danielle Menichella from Sands Capital Management, explore the evolution and business model of Axon…24 Jul 2024 · 53 min
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, EP.174]In this episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss analyze the business model and history of Rolls-Royce, specifically focusing on its aerospace and energy segments.17 Jul 2024 · 56 min
Cintas: Rags to Riches - [Business Breakdowns, EP.173]In this episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss delve into Cintas Corporation, America’s largest uniform rental company.10 Jul 2024 · 46 min
Mineral Resources: Unearthing Value - [Business Breakdowns, EP.172]Fraser Christie, Investor at TDM Growth Partners3 Jul 2024 · 52 min
Motorola Solutions: From Zero to Hero - [Business Breakdowns, EP.171]In this episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss explore the evolution of Motorola Solutions, a company that transitioned from a once-dominant brand in the mobile phone market…26 Jun 2024 · 55 min
The Marina Industry: Building Moats, Storing Boats - [Business Breakdowns, EP.170]In this episode of "Business Breakdowns," host Zack Fuss explores the U.S. Marina Industry, which consists of over 11,000 marinas generating more than $6 billion in sales annually.19 Jun 2024 · 43 min
Coupang: Korean E-Commerce Craze - [Business Breakdowns, EP.169]Drew Cohen from Speedwell Research12 Jun 2024 · 1 h 2 min
Lifco: Dentistry, Demolition, and Decentralization - [Business Breakdowns, EP.168]Adnan Hadziefendic, Portfolio Manager at REQ Capital5 Jun 2024 · 48 min
CHIPS Act: Securing Semiconductor Supply - [Business Breakdowns, EP.167]In this episode, hosts Matt Reustle and Zack Fuss delve into the CHIPS Act, a legislative effort enacted in 2022 aimed at bolstering the United States' semiconductor manufacturing capabilities to…31 May 2024 · 49 min
InterDigital: Setting Wireless Standards - [Business Breakdowns, EP.166]A podcast series that dissects single businesses from their origins, models, financials, and competitive edges, featuring in-depth discussions with industry experts.29 May 2024 · 54 min
Bajaj Finance: Strategies of a Lending Giant - [Business Breakdowns, EP.165]In this episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss delve into the workings of Bajaj Finance, India's largest non-banking financial company (NBFC) with a market capitalization…22 May 2024 · 1 h
The Evolution of Private Credit: Part 2 - [Business Breakdowns, EP.164]A podcast that dissects various businesses, exploring their origins, models, financials, and competitive edges. Each episode features insights from industry experts and operators.15 May 2024 · 46 min
The Evolution of Private Credit - [Business Breakdowns, EP.163]The podcast dissects various businesses, exploring their origins, models, financials, and competitive edges through discussions with industry experts.15 May 2024 · 54 min
British American Tobacco: Clearing the Air - [Business Breakdowns, EP.162]In this episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss dive into the intricate workings of British American Tobacco (BAT) with guest Evan Tindall, co-founder and CIO of Bireme…8 May 2024 · 47 min
AMETEK: Industrial Excellence - [Business Breakdowns, EP.161]In this episode of *Business Breakdowns*, hosts Matt Reustle and Zack Fuss explore AMETEK, an industrial conglomerate known for its niche, high-tech manufacturing capabilities.1 May 2024 · 55 min
Gartner: Compound Insights - [Business Breakdowns, EP.160]Each episode dives deep into a single business, exploring its history, business model, competitive advantages, and key lessons learned.24 Apr 2024 · 48 min