Podcast · 153 episodes
Business Breakdowns, page 6
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 6
Entegris: Solutions for Semiconductors - [Business Breakdowns, EP.137]EP.137 - Entegris: Solutions for Semiconductors22 Nov 2023 · 48 min
The Coca-Cola Company - [Business Breakdowns, EP.136]This podcast series dissects the complexities of various businesses through conversations with experts and operators to unveil the inner workings of successful companies.15 Nov 2023 · 45 min
FedEx: Anytime, Anywhere - [Business Breakdowns, EP.135]In this episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss dive deep into FedEx, a pivotal player in the U.S. economy, dissecting its operations, history, and competitive positioning.8 Nov 2023 · 56 min
Databricks: Data Based Decisions - [Business Breakdowns, EP.134]In this episode of *Business Breakdowns*, Zack Fuss is joined by Yanev Suissa, Managing Partner at SineWave Ventures, to delve into the workings of Databricks, a prominent player in the data…1 Nov 2023 · 50 min
Match Group: The Business Behind Tinder - [Business Breakdowns, EP.133]A deep dive into how companies operate, focusing on their histories, business models, and competitive advantages, featuring insights from industry experts.25 Oct 2023 · 1 h 9 min
Olin: Chemistry and Cash Flows - [Business Breakdowns, EP.132]Yinan Zhao (Pzena Investment Management)18 Oct 2023 · 58 min
WEX: Fleet Cards - [Business Breakdowns, EP.131]In this episode of *Business Breakdowns*, hosts Matt Reustle and Zack Fuss dive deep into WEX, a prominent player in the fleet card market.13 Oct 2023 · 42 min
Equifax: Your Score & More - [Business Breakdowns, EP.130]This episode features an in-depth analysis of Equifax, a leading data services giant, exploring its history and business model alongside Mo Spolan, an analyst at Weitz Investments.4 Oct 2023 · 1 h 3 min
Boeing: Turbulent Times - [Business Breakdowns, EP.129]An in-depth analysis of Boeing, its business segments, challenges, and future outlook.27 Sep 2023 · 47 min
Kingspan: Influential Irish Insulation - [Business Breakdowns, EP.128]In this episode, host Dom Cooke, along with Nick Griffin, the Founding Partner and CIO of Munro Partners, dissects the business of Kingspan, a leading global provider of insulation products for…13 Sep 2023 · 48 min
Padel: Causing a Racket - [Business Breakdowns, EP.127]Alan Flatt, CEO and President of EEP Capital6 Sep 2023 · 55 min
The Business of Football - [Business Breakdowns, EP.126]Dr. Rob Wilson, Football Finance Expert30 Aug 2023 · 1 h
Casey’s General Stores: Fueling Convenience - [Business Breakdowns, EP.125]The podcast dissects various businesses to understand their operations, financials, and competitive positioning, featuring insights from industry experts and analysts.23 Aug 2023 · 48 min
Take-Two Interactive: GTA and NBA 2K - [Business Breakdowns, EP.124]Take-Two Interactive: GTA and NBA 2K16 Aug 2023 · 55 min
Nubank: David vs Goliaths - [Business Breakdowns, EP.123]In this episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss dissect Nubank, a Brazilian neobank that has rapidly scaled to serve 46% of Brazil’s adult population and is now the largest…9 Aug 2023 · 1 h 6 min
Argenx: Changing Lives with Llamas - [Business Breakdowns, EP.122]Julia Angeles, Investment Manager at Baillie Gifford2 Aug 2023 · 44 min
Copart: The Car Undertaker - [Business Breakdowns, EP.121]The podcast "Business Breakdowns" delves into various companies, exploring their business models, financials, origins, and competitive advantages through conversations with industry experts.26 Jul 2023 · 50 min
Lululemon Athletica: The Athleisure Leader - [Business Breakdowns, EP.120]John Zolidis, President and Founder of Quo Vadis Capital19 Jul 2023 · 46 min
Toast: The Restaurant Operating System - [Business Breakdowns, EP.119]In this episode of the *Business Breakdowns* podcast, host Zack Fuss, alongside guest Will Schreiber, co-founder and CEO of Bottle, dives deep into Toast, a specialized software platform for…12 Jul 2023 · 51 min
Applied Materials: Sanding Atoms - [Business Breakdowns, EP.118]Dylan Patel, Chief Analyst at SemiAnalysis5 Jul 2023 · 46 min
ASML: Competing with Moore’s Law - [Business Breakdowns, EP.117]An in-depth analysis of ASML, a pivotal player in the semiconductor industry, exploring its rise from a struggling subsidiary to a leader in extreme ultraviolet (EUV) lithography technology.28 Jun 2023 · 52 min
Roku: One Stop Streaming Shop - [Business Breakdowns, EP.116]In this episode of *Business Breakdowns*, Jesse Pujji breaks down Roku, a leading platform in the streaming industry.21 Jun 2023 · 42 min
Mobile Gaming: A Freemium Economy - [Business Breakdowns, EP.115]In this episode of Business Breakdowns, hosts Matt Reustle and Zack Fuss discuss the mobile gaming industry, revealing its rapid growth and unique business models.14 Jun 2023 · 52 min
First Citizens Bank: The Bank Buyers - [Business Breakdowns, EP.114]In this episode of *Business Breakdowns*, hosts Matt Reustle, Bill Nygren, and Alex Fitch delve into the operations and strategies of First Citizens Bank (FCB), a 125-year-old financial institution…7 Jun 2023 · 1 h 3 min