Business Breakdowns

Business Breakdowns

Author: Colossus | Investing & Business Podcasts Language: English Episodes: 100
Ever wondered what really makes a giant corporation tick or how a scrappy startup managed to carve out its own niche? Business Breakdowns digs into those questions with a level of detail that goes far beyond the headlines. Hosts Matt Reustle and Zack Fuss, from the Colossus network, have a simple but powerful method: they take one company per episode and pull it apart completely. You’ll hear about its founding story, the operational model it runs on, the financial engine under the hood, and that elusive competitive advantage it hopes to protect. This isn’t just a surface-level interview show; it’s a deep, analytical conversation designed for anyone curious about the mechanics of commerce and capital. Whether you're an investor looking for deeper due diligence or simply a business enthusiast fascinated by corporate strategy, this podcast serves as a masterclass in understanding what separates enduring enterprises from the rest. The discussions are grounded and practical, focusing on the tangible decisions and historical contexts that shaped each featured organization. By committing each episode to a single, thorough case study, the format allows for a nuanced exploration you won’t find elsewhere. Tune in and gain a clearer framework for analyzing any business, one compelling breakdown at a time.
Episodes
How Investors are using AI - [Business Breakdowns, EP.240] [not-audio_url] [/not-audio_url]

Duration: 49:03
Today we have a special episode breaking down how investors are using AI. This is a question I get from many of you, and while there is no shortage of content on the implications of AI, I know there's an appetite to lear…
Games Workshop: The World of Warhammer - [Business Breakdowns, EP.239] [not-audio_url] [/not-audio_url]

Duration: 39:35
Today we are breaking down Games Workshop. This episode is another examination of the business of IP. Whether it's Disney, Electronic Arts, or Nintendo, there are so many businesses built around core IP. And while Games…
Databricks: From Data to Decisions - [Business Breakdowns, EP.238] [not-audio_url] [/not-audio_url]

Duration: 1:14:46
Today we’re breaking down Databricks, a $130B private company that helps companies collect, store, and process very large amounts of data, and then use that data to run analytics and train machine learning models. Databr…
Amadeus: The IT Backbone of Travel - [Business Breakdowns, EP.237] [not-audio_url] [/not-audio_url]

Duration: 47:49
Today we are breaking down Amadeus, the dominant infrastructure powering global travel bookings. If you've used a travel agent or corporate booking system, you've likely interacted with Amadeus's technology—though most o…
Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236] [not-audio_url] [/not-audio_url]

Duration: 32:36
Today, we are breaking down one of the more impressive B2B media businesses I have come across, Doximity. It's been called “the LinkedIn for doctors.” Jim Jones, partner and analyst at William Blair Asset Management, hel…
GE Aerospace: Full Throttle - [Business Breakdowns, EP.235] [not-audio_url] [/not-audio_url]

Duration: 59:20
Today we are breaking down GE Aerospace. We did cover GE several years ago, but that episode focused on Larry Culp's turnaround of the conglomerate. Ramesh Narayanaswamy, co-founder and portfolio manager of Tourbillon Pa…
Alternative Investing: Alts For All - [Business Breakdowns, EP.234] [not-audio_url] [/not-audio_url]

Duration: 50:14
This is Matt Reustle. Today, we are back to talk about increased access to alternative investing. My guest is Josh Clarkson, managing director at Prosek Partners. You may remember that Josh joined us last year in our pri…
Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233] [not-audio_url] [/not-audio_url]

Duration: 1:00:15
This is Matt Reustle. Today we are breaking down Robinhood. My guest is Arthur Olson, founding partner at Ravenswood Partners. We get into how Robinhood grew from a mobile-native brokerage idea that faced many challenges…
CompoSecure: Heavy Metal - [Business Breakdowns, EP.232] [not-audio_url] [/not-audio_url]

Duration: 56:08
This is Matt Reustle. Today we are breaking down CompoSecure, a company that manufactures premium metal credit cards and payment cards. My guest is Parsa Kiai, Managing Partner at Steamboat Capital. What really made Pars…