- wöchentlichErscheinungsrhythmus
- 53 mintypische Länge
- 22. Okt.letzte Folge
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.
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Affirm: The Internet’s American Express - [Business Breakdowns, EP.249]
Today we're breaking down https://x.com/Affirm, the buy now, pay later company founded by PayPal co-founder Max Levchin (https://x.com/mlevchin). Affirm processes more than $50 billion in annual purchase volume and is growing over 30%, even
Applied Intuition: A Billion Intelligent Machines - [Business Breakdowns, EP.248]
Today, we are breaking down Applied Intuition. Our guests are co-founders Qasar Younis (https://x.com/qasar) and Peter Ludwig (https://www.linkedin.com/in/peterwludwig), who started the company in 2017 with a mission to make a billion machi
Toast: Sticky SaaS - [Business Breakdowns, EP.247]
Today, we are breaking down Toast, a name we have covered before (https://open.spotify.com/episode/00zsPpiRg8eHYE8C2JX4Xj) but are revisiting because the story has changed enough to be worth telling again. Most listeners will have tapped a
Auto1: EU-sed Car Marketplace - [Business Breakdowns, EP.246]
Today, we are breaking down Auto1, and this is an interesting episode because we are tackling a business that most US listeners will not be familiar with, even though it resembles names they already know well. Our guest is Harrison Moot (ht
Opendoor: Q1 2026 Earnings - [Business Breakdowns, EP.245]
Today, we are breaking down Opendoor, and this is a unique episode. We recorded with Kaz Nejatian (https://x.com/nejatian), the CEO of Opendoor, shortly after the company reported its first quarter 2026 earnings, and we covered both what is
PriceSmart: Central America’s Costco - [Business Breakdowns, EP.244]
Today, we are breaking down PriceSmart, the membership warehouse club operating across Central America, the Caribbean, and South America. I came away from this episode with a new appreciation for how a single retail concept and a single fam
Altius Minerals: Royalty Check - [Business Breakdowns, EP.243]
Today, we are breaking down Altius Minerals, a Canadian royalty company that stands apart from the precious metals and oil and gas names that usually define the category. 17 people in Newfoundland control royalties over Canadian potash mine
Givaudan: The Magic Ingredients - [Business Breakdowns, EP.242]
Today, we are breaking down Givaudan, the Swiss fragrance and flavor giant hiding in plain sight. I came away from this episode with a new way of seeing the world around me. When you learn that a single company is behind the scent of your s
Apollo: Connoisseurs of Complexity - [Business Breakdowns, REPLAY]
This episode was originally recorded in March 2025. Today, we are breaking down the global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for this episode, and there's a saying that hard work can beat
Cognex: Vision Quest - [Business Breakdowns, REPLAY]
This conversation was originally released in February of 2025. We’re replaying this episode because Cognex sits right at the intersection of AI and robotics. As the market focuses more on physical AI and automation in 2026, machine vision i
ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY]
This conversation was originally released in June of 2023. Today we return to the semiconductor value chain with one of the most important companies in modern technology: ASML. The company began life as an unwanted spin-out from Philips wit
Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]
Today we are breaking down the cybersecurity giant, Cloudflare. Today, Cloudflare controls over 20% of the world’s web traffic, and more impressively, absorbs 2.5mn cyber attacks per second. My guest is Sam Eden (https://www.linkedin.com/in
How Investors are using AI - [Business Breakdowns, EP.240]
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 learn more about tangibl
Games Workshop: The World of Warhammer - [Business Breakdowns, EP.239]
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 Workshop and its War
Databricks: From Data to Decisions - [Business Breakdowns, EP.238]
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. Databricks sits in the mid
Amadeus: The IT Backbone of Travel - [Business Breakdowns, EP.237]
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 of what they do happe
Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236]
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, helped explain exactly
GE Aerospace: Full Throttle - [Business Breakdowns, EP.235]
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 (https://www.linkedin.com/in/rameshnaray/), co-founder and portfolio m
Alternative Investing: Alts For All - [Business Breakdowns, EP.234]
This is Matt Reustle. Today, we are back to talk about increased access to alternative investing. My guest is Josh Clarkson (https://www.linkedin.com/in/josh-clarkson-5467a32a), managing director at Prosek Partners. You may remember that Jo
Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233]
This is Matt Reustle. Today we are breaking down Robinhood. My guest is Arthur Olson (https://www.linkedin.com/in/arthur-olson-cfa-080b2a121/), founding partner at Ravenswood Partners. We get into how Robinhood grew from a mobile-native bro
CompoSecure: Heavy Metal - [Business Breakdowns, EP.232]
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 Parsa the ideal guest is
Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]
This is Matt Reustle. Today, we are breaking down the industrial giant Amphenol. Amphenol pairs two of my favorite business frameworks that are often discussed on Breakdowns. Firstly, I am drawn to any company that specializes in selling mi
Media M&A - [Business Breakdowns, EP.230]
This is Matt Reustle. Today, we are exploring the world of media deals. My guest is Blake Saunders (https://www.linkedin.com/in/blakesaunders/). Blake has been in media investment banking for almost two decades. When I first met him, he was
Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229]
This is Zack Fuss. Today, we are breaking down Exor. The origins of Exor date back to the end of the 19th century when Giovanni Agnelli founded the Auto Company Fiat. Over the company's 100-year-old history, a lot has changed. While some of
WaterBridge: Oil and Water - [Business Breakdowns, EP.228]
This is Matt Reustle. Today we are breaking down the recent IPO WaterBridge. I am joined by James Davolos (https://www.linkedin.com/in/james-davolos-0a1a9a44/) from Horizon Kinetics. We start with HK's history with these very unique busines
Mercado Libre: E-commerce Empire - [Business Breakdowns, EP.227]
This is Matt Reustle. Today we are breaking down the Latam e-commerce Giant, Mercado Libre. My guest is Daniel Wu (https://www.linkedin.com/in/daniel-wu-16005739/?originalSubdomain=au)of Bristlemoon Capital. I was introduced to MELI about 1
Compass: Real Estate Revolution - [Business Breakdowns, EP.226]
This is Matt Reustle. Today, we are breaking down the real estate broker Compass. Compass itself is a fascinating business and historically a controversial stock. It was founded in 2012 by Robert Reffkin and has scaled in that short period
PE Perspective on Insurance Brokers - [Business Breakdowns, EP.225]
This is Matt Reustle. Today's Breakdown caters to both public and private investors alike. My guest is Aaron Cohen (https://ioausa.com/find-a-broker/aaron-cohen/), head of the Financial Services and Technology Group at GTCR, and our topic i
CME Group: The House Always Wins - [Business Breakdowns, EP.224]
This is Matt Reustle and today we are breaking down the Chicago Mercantile Exchange. My guest is Adam Chandler (https://www.claremontglobal.com.au/our-team/adam-chandler), co-PM at Claremont Global, and together we get into the nitty gritty
Agilent: Back To The Lab - [Business Breakdowns, EP.223]
This is Matt Reustle. Today, we are breaking down Agilent. If you aren't familiar with Agilent, it is a $30 billion market cap company at the time of this recording, and they focus on one of the more interesting niches: equipment and instru
