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)

EQT: Returns at Scale - [Business Breakdowns, EP.220]

EQT: Returns at Scale - [Business Breakdowns, EP.220]

This is Matt Reustle. Today we are breaking down EQT, the Swedish global investment organization. Right off the top, I need to mention our guest today, Sean Barrett, who couldn't have been more perfec...

18 Juni 20251h 18min

UnitedHealth Group: Beyond The Premium - [Business Breakdowns, EP.219]

UnitedHealth Group: Beyond The Premium - [Business Breakdowns, EP.219]

This is Zack Fuss. Today, we're tackling a giant in a controversial and incredibly complex industry, UnitedHealth Group. At its recent apex, UNH was a half-trillion-dollar market cap business, the 15t...

4 Juni 20251h 4min

Moncler: The Après Playbook - [Business Breakdowns, EP.218]

Moncler: The Après Playbook - [Business Breakdowns, EP.218]

Today we are breaking down Moncler, the high-end outerwear brand. Known for their down jackets and  stylized M logo, it’s a mix of style and substance that blends into the brand history and evolution ...

30 Maj 202559min

Vulcan Materials: Rock On - [Business Breakdowns, REPLAY]

Vulcan Materials: Rock On - [Business Breakdowns, REPLAY]

Today, we are replaying our Breakdown on Vulcan Materials. Vulcan is America's largest producer of construction aggregates. This includes all of the crushed rock, sand, and gravel, which gets used for...

21 Maj 202552min

monday.com⁠: Work Management Software - [Business Breakdowns, EP.217]

monday.com⁠: Work Management Software - [Business Breakdowns, EP.217]

Today we are breaking down the work management software platform monday.com. Founded in February 2012, today monday.com has a market cap of over $14 billion. The platform has transformed a simple task...

13 Maj 20251h 17min

Interactive Brokers: Margin Masters - [Business Breakdowns, EP.216]

Interactive Brokers: Margin Masters - [Business Breakdowns, EP.216]

This is Zack Fuss. Today, we are breaking down Interactive Brokers, widely recognized as IBKR. Founded in 1978, Interactive Brokers evolved from a market maker on the American Stock Exchange to a glob...

9 Maj 202545min

Chemed: Empire of Care - [Business Breakdowns, EP.215]

Chemed: Empire of Care - [Business Breakdowns, EP.215]

This is Zack Fuss. Today we are breaking down Chemed. Chemed represents the union of two seemingly distinct businesses: end-of-life healthcare and plumbing services. As our guest aptly puts it, old ho...

1 Maj 202545min

Ecolab: Clean Machine - [Business Breakdowns, EP.214]

Ecolab: Clean Machine - [Business Breakdowns, EP.214]

Today we are breaking down Ecolab, a global sustainability leader offering water, hygiene, and infection prevention solutions that protect people & the resources vital to life. As of this recording, E...

23 Apr 202541min

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