Business Breakdowns
Business

Business Breakdowns

by 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 behind every success story. Learn more at www.joincolossus.com.

102 episodes
EN language
All Episodes
1
Apollo: Connoisseurs of Complexity
1:14:39 Mar 20, 2026
2
Cognex: Vision Quest
44:52 Mar 13, 2026
3
ASML: Competing with Moore’s Law
52:36 Mar 6, 2026
4
Cloudflare: Leading Cybersecurity
1:10:16 Feb 11, 2026
5
How Investors are using AI
49:03 Feb 5, 2026
6
GamesWorkshop: The World of Warhammer
39:35 Jan 30, 2026
7
Databricks: From Data to Decisions
1:14:46 Jan 8, 2026
8
Amadeus: The IT Backbone of Travel
47:49 Dec 12, 2025
9
Doximity: The Hub of Healthcare
32:36 Dec 5, 2025
10
GE Aerospace: Full Throttle
59:20 Nov 14, 2025
11
Alternative Investing: Alts For All
50:14 Nov 7, 2025
12
Robinhood: Mobile First, Margins Later
1:00:15 Oct 31, 2025
13
CompoSecure: Heavy Metal
56:08 Oct 24, 2025
14
Amphenol: The Nervous System for Electronics
53:36 Oct 15, 2025
15
Media M&A
46:42 Oct 9, 2025
16
Exor: Fiat Crisis to Ferrari Glory
48:00 Oct 1, 2025
17
Waterbridge: Oil and Water
1:03:57 Sep 24, 2025
18
Mercado Libre: E-commerce Empire
1:13:08 Sep 5, 2025
19
Compass: Real Estate Revolution
1:02:51 Aug 13, 2025
20
PE Perspective on Insurance Brokers
58:35 Aug 7, 2025
21
CME Group: The House Always Wins - [Business Breakdowns, EP.224]
1:00:23 Jul 23, 2025
22
Agilent: Back To The Lab
41:31 Jul 16, 2025
23
Patek Philippe: Watch Perfection
58:35 Jul 9, 2025
24
Alpha In Podcasts?
10:37 Jul 2, 2025
25
Nexstar Media: Broadcasting's Biggest Bet
1:00:46 Jun 25, 2025
26
EQT: Returns at Scale
1:18:02 Jun 18, 2025
27
UnitedHealth Group: Beyond The Premium
1:04:50 Jun 4, 2025
28
Moncler: The Après Playbook
59:03 May 30, 2025
29
Vulcan Materials: Rock On
52:14 May 21, 2025
30
monday.com?: Work Management Software
1:17:01 May 13, 2025
31
IBKR: Margin Masters
45:03 May 9, 2025
32
Chemed: Empire of Care
45:23 May 1, 2025
33
Ecolab: Clean Machine
41:15 Apr 23, 2025
34
Snap-on: Tools of the Trades
46:22 Apr 16, 2025
35
Goosehead: Insuring Coverage
1:09:07 Apr 9, 2025
36
Compass: Meals for the Masses
58:14 Apr 2, 2025
37
EssilorLuxottica: Sight To Behold
44:25 Mar 26, 2025
38
Watsco: Air Apparent
55:54 Mar 19, 2025
39
Apollo: Connoisseurs of Complexity
1:13:28 Mar 14, 2025
40
Cognex: Vision Quest
43:45 Feb 26, 2025
41
Rolls-Royce: Turbines and Tribulations
54:41 Feb 19, 2025
42
AMETEK: Industrial Excellence
54:11 Feb 12, 2025
43
Jack Henry: VMS King
1:01:53 Feb 5, 2025
44
APi Group: Safety Services at Scale
50:33 Jan 29, 2025
45
Kaspi.kz: The Kazakh Super-App
55:42 Jan 22, 2025
46
Gaming Consoles Part 3: Nintendo
1:15:54 Jan 17, 2025
47
Gaming Consoles Part 2: Sony
47:29 Jan 15, 2025
48
Gaming Consoles Part 1: The Thesis
54:07 Jan 15, 2025
49
Arm: The Silicon Blueprint
43:43 Jan 8, 2025
50
Kering: It's Gucci
45:27 Jan 1, 2025
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