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

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Épisodes

262 épisodes

  1. Affirm: The Internet’s American Express - [Business Breakdowns, EP.249] 1:11:55
  2. Applied Intuition: A Billion Intelligent Machines - [Business Breakdowns, EP.248] 47:13
  3. Toast: Sticky SaaS - [Business Breakdowns, EP.247] 49:24
  4. Auto1: EU-sed Car Marketplace - [Business Breakdowns, EP.246] 1:05:15
  5. Opendoor: Q1 2026 Earnings - [Business Breakdowns, EP.245] 25:34
  6. PriceSmart: Central America’s Costco - [Business Breakdowns, EP.244] 56:07
  7. Altius Minerals: Royalty Check - [Business Breakdowns, EP.243] 33:41
  8. Givaudan: The Magic Ingredients - [Business Breakdowns, EP.242] 41:20
  9. Apollo: Connoisseurs of Complexity - [Business Breakdowns, REPLAY] 1:14:39
  10. Cognex: Vision Quest - [Business Breakdowns, REPLAY] 44:52
  11. ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY] 52:36
  12. Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241] 1:10:16
  13. How Investors are using AI - [Business Breakdowns, EP.240] 49:03
  14. Games Workshop: The World of Warhammer - [Business Breakdowns, EP.239] 39:35
  15. Databricks: From Data to Decisions - [Business Breakdowns, EP.238] 1:14:46
  16. Amadeus: The IT Backbone of Travel - [Business Breakdowns, EP.237] 47:49
  17. Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236] 32:36
  18. GE Aerospace: Full Throttle - [Business Breakdowns, EP.235] 59:20
  19. Alternative Investing: Alts For All - [Business Breakdowns, EP.234] 50:14
  20. Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233] 1:00:15
  21. CompoSecure: Heavy Metal - [Business Breakdowns, EP.232] 56:08
  22. Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231] 53:36
  23. Media M&A - [Business Breakdowns, EP.230] 46:42
  24. Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229] 48:00
  25. WaterBridge: Oil and Water - [Business Breakdowns, EP.228] 1:03:57
  26. Mercado Libre: E-commerce Empire - [Business Breakdowns, EP.227] 1:13:08
  27. Compass: Real Estate Revolution - [Business Breakdowns, EP.226] 1:02:51
  28. PE Perspective on Insurance Brokers - [Business Breakdowns, EP.225] 58:35
  29. CME Group: The House Always Wins - [Business Breakdowns, EP.224] 1:00:23
  30. Agilent: Back To The Lab - [Business Breakdowns, EP.223] 41:31
  31. Patek Philippe: Watch Perfection - [Business Breakdowns, REPLAY] 58:35
  32. Alpha In Podcasts? - [Business Breakdowns, EP.222] 10:37
  33. Nexstar Media: Broadcasting's Biggest Bet - [Business Breakdowns, EP.221] 1:00:46
  34. EQT: Returns at Scale - [Business Breakdowns, EP.220] 1:18:02
  35. UnitedHealth Group: Beyond The Premium - [Business Breakdowns, EP.219] 1:04:50
  36. Moncler: The Après Playbook - [Business Breakdowns, EP.218] 59:03
  37. Vulcan Materials: Rock On - [Business Breakdowns, REPLAY] 52:14
  38. monday.com⁠: Work Management Software - [Business Breakdowns, EP.217] 1:17:01
  39. Interactive Brokers: Margin Masters - [Business Breakdowns, EP.216] 45:03
  40. Chemed: Empire of Care - [Business Breakdowns, EP.215] 45:23
  41. Ecolab: Clean Machine - [Business Breakdowns, EP.214] 41:15
  42. Snap-on: Tools of the Trades - [Business Breakdowns, EP.213] 46:22
  43. Goosehead: Insuring Coverage - [Business Breakdowns, EP.212] 1:09:07
  44. Compass: Meals for the Masses - [Business Breakdowns, EP.211] 58:14
  45. EssilorLuxottica: Sight To Behold - [Business Breakdowns, EP.210] 44:25
  46. Watsco: Air Apparent - [Business Breakdowns, EP.209] 55:54
  47. Apollo: Connoisseurs of Complexity - [Business Breakdowns, EP.208] 1:13:28
  48. Cognex: Vision Quest - [Business Breakdowns, EP.207] 43:45
  49. Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, REPLAY] 54:41
  50. AMETEK: Industrial Excellence - [Business Breakdowns, REPLAY] 54:11