Business Breakdowns

Business Breakdowns

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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Jaksot(260)

Alternative Investing: Alts For All - [Business Breakdowns, EP.234]

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, managing director at Prosek Partners. You may remember that Josh joined us ...

7 Marras 202550min

Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233]

Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233]

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 f...

31 Loka 20251h

CompoSecure: Heavy Metal - [Business Breakdowns, EP.232]

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. W...

24 Loka 202556min

Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]

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 an...

15 Loka 202553min

Media M&A - [Business Breakdowns, EP.230]

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. Blake has been in media investment banking for almost two decades. When I first met him, he was a ba...

9 Loka 202546min

Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229]

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 h...

1 Loka 202548min

WaterBridge: Oil and Water - [Business Breakdowns, EP.228]

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 from Horizon Kinetics.  We start with HK's history with these very unique businesses that are...

24 Syys 20251h 3min

Mercado Libre: E-commerce Empire - [Business Breakdowns, EP.227]

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 of Bristlemoon Capital. I was introduced to MELI about 15 years ago when it was sti...

5 Syys 20251h 13min

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