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
Kaspi.kz: The Kazakh Super-App - [Business Breakdowns, EP.204] [not-audio_url] [/not-audio_url]

Duration: 55:42
This is Zack Fuss. Today, we are breaking down Kaspi, a leading financial technology company based in Kazakhstan best known for its super app. Kaspi plays a central role in the lives of millions of Kazakh citizens by off…
Gaming Consoles Part 3: Nintendo - [Business Breakdowns, EP.203] [not-audio_url] [/not-audio_url]

Duration: 1:15:54
Today's episode is the third in our three-part miniseries on video game consoles. Here, we are breaking down Nintendo. Our guest is Ryan O'Connor, the founder of Crossroads Capital. He has a wealth of knowledge about Nin…
Gaming Consoles Part 2: Sony - [Business Breakdowns, EP.202] [not-audio_url] [/not-audio_url]

Duration: 47:29
This is the second episode of our multi-part series on the video game console market. If you've yet to listen to Episode One, Sia Kamalie is the founder and fund manager at Skycatcher. Join me in breaking down the video…
Gaming Consoles Part 1: The Thesis - [Business Breakdowns, EP.201] [not-audio_url] [/not-audio_url]

Duration: 54:07
Today's episode is the first in a multi-part series on the video game console market. Our guest is Sia Kamalie, the founder and fund manager at Skycatcher. Skycatcher describes itself as focused on capturing asymmetry at…
Arm: The Silicon Blueprint - [Business Breakdowns, EP.200] [not-audio_url] [/not-audio_url]

Duration: 43:43
This is Zack Fuss. Today, we're breaking down Arm Holdings. Arm designs the architecture powering billions of devices, from smartphones and data centers to IoT devices and automotive systems. In this episode, we'll explo…
Kering: It’s Gucci - [Business Breakdowns, EP.199] [not-audio_url] [/not-audio_url]

Duration: 45:27
Today, we are breaking down the global luxury group Kering. You know Kering from its brands Gucci, YSL, Bottega Veneta, Balenciaga, and the list goes on. It's a luxury house similar to LVMH, but LVMH over the past five y…
2024 Anecdotes to Remember - [Business Breakdowns, EP.198] [not-audio_url] [/not-audio_url]

Duration: 42:00
Today we have a special year-end episode of Business Breakdowns, running through some of the best ideas that were featured on the podcast. The goal of the podcast is to detail whatever business we're covering that day. B…
FilterBuy: Fresh Air - [Business Breakdowns, EP.197] [not-audio_url] [/not-audio_url]

Duration: 51:22
Today we‘re breaking down FilterBuy. From time to time, I come across a compelling founder who is willing to cover everything about their business and David Heacock, founder of FilterBuy, is exactly that. We explored the…
Inditex: Fast Fashion - [Business Breakdowns, EP.196] [not-audio_url] [/not-audio_url]

Duration: 58:24
Today we are covering the world of fast fashion. If you don't know the name Inditex, you certainly know Zara, the core business inside Inditex. My guest, Alistair Wittet, recently launched Aecus Partners, an equity bouti…
Alternative Lending in Real Estate - [Business Breakdowns, EP.195] [not-audio_url] [/not-audio_url]

Duration: 1:01:35
Today we are breaking down commercial real estate lending with Josh Zegen, co-founder and managing principal of Madison Realty Capital. Josh and his team at Madison launched in 2004 and evolved from a hard money lender w…