podcast

Business Breakdowns

Colossus | Investing & Business Podcasts

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…

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Affirm: The Internet’s American Express 2026-10-22 · 79m
Applied Intuition: A Billion Intelligent Machines 2026-07-27 · 47m
Toast: Sticky SaaS - [Business Breakdowns, EP.247] 2026-05-29 · 49m
Auto1: EU-sed Car Marketplace 2026-05-15 · 65m
Opendoor: Q1 2026 Earnings 2026-05-08 · 26m
PriceSmart: Central America’s Costco 2026-05-01 · 56m
Altius Minerals: Royalty Check 2026-04-24 · 34m
Givaudan: The Magic Ingredients 2026-04-17 · 41m
Apollo: Connoisseurs of Complexity 2026-03-20 · 75m
Cognex: Vision Quest 2026-03-13 · 45m
ASML: Competing with Moore’s Law 2026-03-06 · 53m
Cloudflare: Leading Cybersecurity 2026-02-11 · 70m
How Investors are using AI 2026-02-05 · 49m
GamesWorkshop: The World of Warhammer 2026-01-30 · 40m
Databricks: From Data to Decisions 2026-01-08 · 75m
Amadeus: The IT Backbone of Travel 2025-12-12 · 48m
Doximity: The Hub of Healthcare 2025-12-05 · 33m
GE Aerospace: Full Throttle 2025-11-14 · 59m
Alternative Investing: Alts For All 2025-11-07 · 50m
Robinhood: Mobile First, Margins Later 2025-10-31 · 60m
CompoSecure: Heavy Metal 2025-10-24 · 56m
Amphenol: The Nervous System for Electronics 2025-10-15 · 54m
Media M&A 2025-10-09 · 47m
Exor: Fiat Crisis to Ferrari Glory 2025-10-01 · 48m
Waterbridge: Oil and Water 2025-09-24 · 64m
Mercado Libre: E-commerce Empire 2025-09-05 · 73m
Compass: Real Estate Revolution 2025-08-13 · 63m
PE Perspective on Insurance Brokers 2025-08-07 · 59m
CME Group: The House Always Wins - [Business Breakdowns, EP.224] 2025-07-23 · 60m
Agilent: Back To The Lab 2025-07-16 · 42m
Patek Philippe: Watch Perfection 2025-07-09 · 59m
Alpha In Podcasts? 2025-07-02 · 11m
Nexstar Media: Broadcasting's Biggest Bet 2025-06-25 · 61m
EQT: Returns at Scale 2025-06-18 · 78m
UnitedHealth Group: Beyond The Premium 2025-06-04 · 65m
Moncler: The Après Playbook 2025-05-30 · 59m
Vulcan Materials: Rock On 2025-05-21 · 52m
monday.com⁠: Work Management Software 2025-05-13 · 77m
IBKR: Margin Masters 2025-05-09 · 45m
Chemed: Empire of Care 2025-05-01 · 45m
Ecolab: Clean Machine 2025-04-23 · 41m
Snap-on: Tools of the Trades 2025-04-16 · 46m
Goosehead: Insuring Coverage 2025-04-09 · 69m
Compass: Meals for the Masses 2025-04-02 · 58m
EssilorLuxottica: Sight To Behold 2025-03-26 · 44m
Watsco: Air Apparent 2025-03-19 · 56m
Apollo: Connoisseurs of Complexity 2025-03-14 · 73m
Cognex: Vision Quest 2025-02-26 · 44m
Rolls-Royce: Turbines and Tribulations 2025-02-19 · 55m
AMETEK: Industrial Excellence 2025-02-12 · 54m
Jack Henry: VMS King 2025-02-05 · 62m
APi Group: Safety Services at Scale 2025-01-29 · 51m
Kaspi.kz: The Kazakh Super-App 2025-01-22 · 56m
Gaming Consoles Part 3: Nintendo 2025-01-17 · 76m
Gaming Consoles Part 2: Sony 2025-01-15 · 47m
Gaming Consoles Part 1: The Thesis 2025-01-15 · 54m
Arm: The Silicon Blueprint 2025-01-08 · 44m
Kering: It's Gucci 2025-01-01 · 45m
2024 Anecdotes to Remember 2024-12-27 · 42m
FilterBuy: Fresh Air 2024-12-23 · 51m
Inditex: Fast Fashion 2024-12-18 · 58m
Alternative Lending in Real Estate 2024-12-11 · 62m
SpaceX: Rocket Ship 2024-12-04 · 62m
Investing in Venture Secondaries 2024-11-27 · 53m
Informa: Where Industries Meet 2024-11-20 · 60m
Fastenal: A Nuts & Bolts Success Story 2024-11-13 · 51m
Demographics Driving Real Estate 2024-11-06 · 53m
Merck & Co: Blockbuster Drugs 2024-10-30 · 66m
American Tower: Signals and Stability 2024-10-25 · 41m
AIG: Rise, Fall, and Rebirth 2024-10-16 · 50m
Gregorys Coffee: From Bean to Dream 2024-10-09 · 99m
Going Activist in Japan 2024-10-02 · 60m
RTW: Investing across Healthcare 2024-09-27 · 67m
Sherwin-Williams: Brushstrokes of Success 2024-09-18 · 64m
Rakuten: Rewiring Japan's Digital Economy 2024-09-11 · 55m
Renishaw: The Precision Pioneers 2024-09-04 · 50m
3i Group: Capital in Action 2024-08-28 · 39m
5 Handpicked Highlights 2024-08-21 · 23m
Graco: Mastering The Flow 2024-08-14 · 43m
Siemens Energy: Winds of Change 2024-08-07 · 54m
Olympic Games: The Price of Glory 2024-07-31 · 42m
Axon: Stunning The Competition 2024-07-24 · 53m
Rolls-Royce: Turbines and Tribulations 2024-07-17 · 56m
Cintas: Rags to Riches 2024-07-10 · 46m
Mineral Resources: Unearthing Value 2024-07-03 · 52m
Motorola Solutions: From Zero to Hero 2024-06-26 · 55m
The Marina Industry: Building Moats, Storing Boats 2024-06-19 · 43m
Coupang: Korean E-Commerce Craze 2024-06-12 · 62m
Lifco: Dentistry, Demolition, and Decentralization 2024-06-05 · 48m
CHIPS Act: Securing Semiconductor Supply 2024-05-31 · 49m
InterDigital: Setting Wireless Standards 2024-05-29 · 54m
Bajaj Finance: Strategies of a Lending Giant 2024-05-22 · 60m
The Evolution of Private Credit: Part 2 2024-05-15 · 46m
The Evolution of Private Credit 2024-05-15 · 54m
British American Tobacco: Clearing the Air 2024-05-08 · 47m
AMETEK: Industrial Excellence 2024-05-01 · 55m
Gartner: Compound Insights 2024-04-24 · 48m
Winmark: Resale at Scale 2024-04-17 · 51m
Embraer: Defying Gravity 2024-04-10 · 50m
Boeing (REPLAY): Turbulent Times 2024-04-08 · 47m
Duolingo: Free Speech - [Business Breakdowns, EP.157] 2024-04-03 · 60m
Mitsubishi Corporation: A Japanese Trading Company 2024-03-27 · 46m
Intuitive Surgical: Robotic Precision 2024-03-20 · 66m
D.R. Horton: Building a New Model 2024-03-13 · 65m
FTX: Inside the Restructuring 2024-03-11 · 48m
CNX Resources: Hit the Gas 2024-03-06 · 54m
Vulcan Materials: Rock On 2024-02-28 · 53m
HEICO: Parts for Planes 2024-02-21 · 63m
Intel: Cyclical Recovery or Secular Demise? 2024-02-14 · 67m
Arthur J. Gallagher: Insurance Broking 2024-02-07 · 47m
Samsung: Semiconductors over Smartphones 2024-01-31 · 51m
Patek Philippe: Watch Perfection 2024-01-24 · 60m
Rolex: Timeless Excellence 2024-01-22 · 62m
Visma: Mission Critical European Software 2024-01-17 · 46m
Trane Technologies: Hot and Cold 2024-01-10 · 47m
Live Oak: The Small Business Bank 2024-01-03 · 65m
Moody’s: Aaa Business Model 2023-12-27 · 40m
Pernod Ricard: Luxury Liquor 2023-12-20 · 46m
Ferrari: Magic from Maranello 2023-12-13 · 61m
Charter Communications: Cable Cash Flows 2023-12-06 · 63m
Vistra Corp: Full Stack Energy Provider 2023-11-29 · 52m
Entegris: Solutions for Semiconductors 2023-11-22 · 48m
The Coca-Cola Company 2023-11-15 · 45m
FedEx: Anytime, Anywhere 2023-11-08 · 56m
Databricks: Data Based Decisions 2023-11-01 · 50m
Match Group: The Business Behind Tinder 2023-10-25 · 69m
Olin: Chemistry and Cash Flows 2023-10-18 · 58m
WEX: Fleet Cards 2023-10-13 · 42m
Equifax: Your Score & More 2023-10-04 · 63m
Boeing: Turbulent Times 2023-09-27 · 47m
Kingspan: Influential Irish Insulation 2023-09-13 · 48m
Padel: Causing a Racket 2023-09-06 · 55m
The Business of Football 2023-08-30 · 60m
Casey’s General Stores: Fueling Convenience 2023-08-23 · 48m
Take-Two Interactive: GTA and NBA 2K 2023-08-16 · 55m
Nubank: David vs Goliaths 2023-08-09 · 66m
Argenx: Changing Lives with Llamas 2023-08-02 · 44m
Copart: The Car Undertaker 2023-07-26 · 50m
Lululemon Athletica: The Athleisure Leader 2023-07-19 · 46m
Toast: The Restaurant Operating System 2023-07-12 · 51m
Applied Materials: Sanding Atoms 2023-07-05 · 46m
ASML: Competing with Moore’s Law 2023-06-28 · 52m
Roku: One Stop Streaming Shop 2023-06-21 · 42m
Mobile Gaming: A Freemium Economy 2023-06-14 · 52m
First Citizens Bank: The Bank Buyers 2023-06-07 · 63m
PayPal: A Digital Money Marketplace 2023-05-31 · 67m
Restoration Hardware: Climbing the Luxury Mountain 2023-05-24 · 62m
FICO: A High Score Business 2023-05-17 · 48m
FC Bayern Munich: The Best Run Club in Football 2023-05-10 · 68m
MTN Group - Connecting Africa 2023-05-03 · 60m
Roper Technologies: Industrial Titan to Software Giant 2023-04-26 · 47m
Dolby Laboratories: The Sound Standard 2023-04-19 · 64m
Electronic Arts: FIFA, The Sims, Madden and More 2023-04-12 · 57m
Electronic Arts: FIFA, The Sims, Madden and More 2023-04-12 · 57m
Titan: A Golden Case in Indian Retail 2023-04-05 · 64m
Titan: A Golden Case in Indian Retail 2023-04-05 · 64m
The National Basketball Association 2023-03-31 · 71m
The National Basketball Association 2023-03-31 · 70m
Jim Chanos: A Short Thesis on Data Centers 2023-03-29 · 43m
Jim Chanos: A Short Thesis on Data Centers 2023-03-29 · 43m
Markel: Playing The Long Game 2023-03-22 · 62m
The Walt Disney Company: An Entertainment Empire 2023-03-15 · 50m
IPL: The World’s Fastest Growing Sports League 2023-03-08 · 95m
Wise: Moving Money Around the World 2023-03-01 · 67m
Ryanair: Low Cost Obsessed 2023-02-22 · 48m
Constellation Software: Principled, Profitable, Permanent 2023-02-16 · 61m
The Business of Sport: NFL, F1, PGA Tour 2023-02-08 · 101m
Qualcomm: Making Smartphones Smart 2023-02-01 · 45m
Orangetheory Fitness: A Franchise HIIT 2023-01-27 · 47m
WeChat: China’s Operating System 2023-01-18 · 52m
Hermès: The Luxury Icon - [Business Breakdowns, EP. 92] 2023-01-11 · 68m
L’Oreal: Because You’re Worth It 2023-01-04 · 59m
Carbon Reduction: Changing Business Practices 2022-12-28 · 61m
Carbon Removal: A Primer 2022-12-21 · 47m
Shiprocket - Enabling Ecommerce in India - [Return on India, EP.03] 2022-12-18 · 61m
DoorDash: Looking for Profitable Routes 2022-12-14 · 51m
Floor & Decor: Raising the Floor 2022-12-07 · 50m
Netflix: The Original 2022-11-30 · 57m
Brookfield Asset Management: Alternative Cash Flows 2022-11-25 · 56m
Harvard Business Publishing: A Case Study 2022-11-16 · 51m
Vanguard: The Alpha Disrupter 2022-11-09 · 52m
The Home Depot: The Pro Builder’s Choice 2022-11-02 · 56m
Cameo: Monetizing Fame 2022-10-26 · 55m
Archaea Energy: Turning Pollution into Profit 2022-10-19 · 48m
Spotter: Funding YouTube Creators 2022-10-12 · 50m
Intuit: An Operating System for Small Businesses 2022-10-05 · 54m
Trader Joe’s: Grocer to the Overeducated and Underpaid 2022-09-28 · 51m
Polaroid: The Genius of Edwin Land 2022-09-21 · 50m
General Electric: Lessons from the Rise and Fall 2022-09-15 · 52m
AMD: How Chips Are Changing 2022-09-07 · 51m
CrowdStrike: Cyber SaaS 2022-09-01 · 61m
Atlas Copco: Sweden’s Best Kept Secret 2022-08-24 · 44m
ChargePoint: Leading the EV Charge 2022-08-19 · 40m
Union Pacific: Long Train Runnin’ 2022-08-10 · 62m
LVMH: The Wolf in Cashmere’s Conglomerate 2022-08-03 · 54m
DuPont: Two Centuries of Chemistry 2022-07-27 · 49m
Charles Schwab: The 8 Trillion Dollar Gorilla 2022-07-20 · 67m
Rolex: Timeless Excellence 2022-07-15 · 62m
Dino Polska: Serving Small-Town Poland 2022-07-06 · 48m
Berkshire Hathaway: The Incomparable Compounder 2022-06-29 · 74m
Shopify: Tokengated Commerce - [Web3 Breakdowns, EP.28] 2022-06-27 · 63m
Gogo: Internet for Private Jets 2022-06-22 · 68m
Diploma: Specialized Distribution 2022-06-15 · 52m
PGA Tour: Playing Under Pressure 2022-06-08 · 59m
Anduril: Building the Future of Defense 2022-05-25 · 69m
Goldman Sachs: Fortune Favors the Old 2022-05-19 · 59m
Baytex Energy: The Business of Oil & Gas 2022-05-04 · 79m
DigitalBridge - Pioneering Digital Infrastructure 2022-04-29 · 58m
AppLovin: Monetizing & Marketing Mobile Apps 2022-04-20 · 67m
Afterpay: Buy Now, Pay Later 2022-04-13 · 61m
Block: Square, Cash App, and Economic Access 2022-04-06 · 67m
McKinsey & Company: The First Management Consultants 2022-03-30 · 69m
Fanatics: Growing the Sports Economy 2022-03-23 · 41m
Anchorage Digital: Serving Institutional Crypto Needs - [Web3 Breakdowns, EP. 12] 2022-03-16 · 62m
Adyen: A First Principles Payment Platform 2022-03-09 · 59m
Cadence: Software Behind Semiconductor Design 2022-03-02 · 61m
The New York Times: The Empire Strikes Back 2022-02-23 · 58m
Basic-Fit: Increasing Returns to Scale 2022-02-16 · 47m
UPS: Leaders of the Package 2022-02-09 · 45m
Twitter: Towing the Clown Car Out of the Goldmine 2022-02-02 · 61m
ViacomCBS: A Content King in the Streaming War 2022-01-26 · 69m
Peloton: Reinventing the Wheel 2022-01-19 · 52m
Cannabis: Legalizing the Leaf 2022-01-12 · 51m
Finch Therapeutics: Empowering Immune Systems 2021-12-29 · 55m
London Stock Exchange Group 2021-12-22 · 51m
The National Football League 2021-12-15 · 87m
NextEra Energy: The Renewable Leader 2021-12-08 · 43m
Novocure: Using Physics to Fight Cancer 2021-12-01 · 58m
AutoZone: Exemplary Capital Allocation 2021-11-24 · 55m
Amazon Aggregators: Buying Third-Party Sellers 2021-11-17 · 61m
HelloFresh: Delivering on Process Power 2021-11-10 · 62m
MongoDB: The Database Platform 2021-11-03 · 45m
Universal Music Group: The Gatekeepers of Music 2021-10-27 · 75m
Uber: The Undeletable App 2021-10-20 · 60m
John Deere: Centuries of Farming Innovation 2021-10-13 · 47m
Salesforce: The Cloud & SaaS Pioneer 2021-10-06 · 49m
Solana: Faster, Cheaper, More Scalable 2021-09-29 · 75m
Taboola: The Open Web’s Suggestion Engine 2021-09-22 · 48m
Sky Mavis: The Builders Behind Axie Infinity 2021-09-15 · 71m
Datadog: The Realtime Data Monitor 2021-09-08 · 45m
Wyndham Hotels: Loyalty Matters 2021-09-01 · 56m
Dexcom: Digitizing Diabetes Management 2021-08-25 · 58m
SmileDirectClub: Closing the Gap with Affordability 2021-08-18 · 48m
ZoomInfo: The Go-To-Market Platform 2021-08-11 · 64m
Blackstone: Beyond Buyouts 2021-08-04 · 44m
A Primer on Space: The Final Frontier 2021-07-28 · 55m
Petco: Capturing the Pet Economy 2021-07-21 · 39m
Cardlytics: The Ad Platform with Purchasing Power 2021-07-14 · 64m
Exxon Mobil: An Aging Energy Empire 2021-07-07 · 78m
Facebook: The Trillion Dollar Listing 2021-06-30 · 73m
Formula One: The Iconic Motor Sport 2021-06-23 · 86m
Moderna: The Software of Life 2021-06-16 · 69m
Pinduoduo: Rise of Social Commerce 2021-06-09 · 56m
Invisalign: Patents, Patients, and Profits 2021-06-02 · 59m
Wix: The Internet Storefront 2021-05-26 · 49m
Ethereum: Into the Ether 2021-05-19 · 73m
Calm: The Sleeping Giant 2021-05-12 · 57m
Visa: The Original Protocol Business 2021-05-05 · 57m
Twilio: Messaging, Margins, and Markets 2021-04-28 · 40m
Cinnabon: The Omnichannel Approach to Indulgence 2021-04-21 · 53m
Costco: Relentless Focus on the One Thing 2021-04-14 · 41m
Alibaba: A Giant Among Giants 2021-04-09 · 48m
Chipotle: Simplicity as the Recipe for Success 2021-04-07 · 48m
Shopify: The E-commerce On-Ramp 2021-04-05 · 63m
Business Breakdowns - Trailer 2021-04-02 · 3m
Welcome to Business Breakdowns 2021-03-18 · 1m
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