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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Avsnitt(261)

Anchorage Digital: Serving Institutional Crypto Needs - [Web3 Breakdowns, EP. 12]

Anchorage Digital: Serving Institutional Crypto Needs - [Web3 Breakdowns, EP. 12]

Today's episode was originally featured in our Web3 Breakdowns feed. For listeners unfamiliar with Web3 Breakdowns, the concept was inspired by Business Breakdowns but intended to be a place fully de...

16 Mars 20221h 2min

Adyen: A First Principles Payment Platform - [Business Breakdowns, EP. 50]

Adyen: A First Principles Payment Platform - [Business Breakdowns, EP. 50]

This is Zack Fuss and today we’re breaking down European-based payment business, Adyen. Adyen was founded in Amsterdam in 2006 by a group of payments entrepreneurs who had already built and sold a bus...

9 Mars 202258min

Cadence: Software Behind Semiconductor Design - [Business Breakdowns, EP. 49]

Cadence: Software Behind Semiconductor Design - [Business Breakdowns, EP. 49]

This is Matt Reustle and today we are breaking down Cadence Design Systems. Cadence operates in the semiconductor ecosystem where they offer electronic design automation software - also known as EDA s...

2 Mars 20221h

The New York Times: The Empire Strikes Back - [Business Breakdowns, EP. 48]

The New York Times: The Empire Strikes Back - [Business Breakdowns, EP. 48]

This is Jesse Pujji and today we’re breaking down The New York Times. Since its founding in 1851, The New York Times has become known as the national “newspaper of record” through its focus on truth s...

23 Feb 202258min

Basic-Fit: Increasing Returns to Scale - [Business Breakdowns, EP. 47]

Basic-Fit: Increasing Returns to Scale - [Business Breakdowns, EP. 47]

This is Matt Reustle, and today we’re breaking down Europe’s leading low-cost gym operator, Basic-Fit. Netherlands based Basic-Fit is a story of rapid expansion. Today, they operate over a 1000 clubs ...

16 Feb 202247min

UPS: Leaders of the Package - [Business Breakdowns, EP. 46]

UPS: Leaders of the Package - [Business Breakdowns, EP. 46]

I'm Zack Fuss and today we are breaking down UPS. With over 100 years of history, it's a business we all know as consumers and one many of us interact with on a daily basis. But in investing circles, ...

9 Feb 202245min

Twitter: Towing the Clown Car Out of the Goldmine - [Business Breakdowns, EP. 45]

Twitter: Towing the Clown Car Out of the Goldmine - [Business Breakdowns, EP. 45]

I’m Zack Fuss, and today we are breaking down Twitter, a business that needs little introduction. Founded by Jack Dorsey in 2006, Twitter has become one of the most visited and influential platforms i...

2 Feb 20221h 1min

ViacomCBS: A Content King in the Streaming War - [Business Breakdowns, EP. 44]

ViacomCBS: A Content King in the Streaming War - [Business Breakdowns, EP. 44]

This is Jesse Pujji and today we are breaking down ViacomCBS. This episode has a different format - you'll hear from both an investor and from company management.   Chris Marangi from Gabelli Asset Ma...

26 Jan 20221h 8min

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