Rephonic
Artwork for Business Breakdowns
Patek Philippe
Artificial Intelligence
Rolex
Gartner
Live Oak Bank
Visma
Saas
Cloud Computing
Small and Medium-Sized Businesses
Circular Economy
Winmark
Resale Market
Hg Capital
Franchising
Retail
Environmental Impact
British American Tobacco
Ferrari
Accounting Software
Payroll Software

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.

PublishesWeeklyEpisodes238Founded5 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Business Breakdowns

Latest Episodes

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 off the radar for many with TPL, Landbridge and no... more

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 still the eBay of Latam, and similar to a place that y... more

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 of time to... more

YouTube

This is Matt Reustle. Today's Breakdown caters to both public and private investors alike. My guest is Aaron Cohen, head of the Financial Services and Technology Group at GTCR, and our topic is insurance Brokers. I was initially intrigued by Aaron an... more

YouTube

Key Facts

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Accepts Sponsors
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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Daniel Wu
Guest from Bristlemoon Capital specializing in e-commerce analysis.
Bristlemoon Capital
Episode: Mercado Libre: E-commerce Empire - [Business Breakdowns, EP.227]
Aaron Cohen
Managing Director at GTCR
GTCR
Episode: PE Perspective on Insurance Brokers - [Business Breakdowns, EP.225]
Adam Chandler
Co-PM at Claremont Global
Claremont Global
Episode: CME Group: The House Always Wins - [Business Breakdowns, EP.224]
Mark De Vos
Fund Manager at Troy Asset Management
Troy Asset Management
Episode: Agilent: Back To The Lab - [Business Breakdowns, EP.223]
John Reardon
A well-known expert in vintage and pre-owned Patek Philippe watches and the founder of Collectability.
Collectability
Episode: Patek Philippe: Watch Perfection - [Business Breakdowns, REPLAY]
Simeon McMillan
Founder of media-focused research firm Accrued Interest, and a podcast and newsletter author
Accrued Interest
Episode: Nexstar Media: Broadcasting's Biggest Bet - [Business Breakdowns, EP.221]
Sean Barrett
Founder of Counter Global and expert in alternative investments
Counter Global
Episode: EQT: Returns at Scale - [Business Breakdowns, EP.220]
Chris Davies
Investment manager at Baillie Gifford
Baillie Gifford
Episode: Moncler: The Après Playbook - [Business Breakdowns, EP.218]
Rob Hansen
Senior Analyst at Vontobel Asset Management
Vontobel Asset Management
Episode: Vulcan Materials: Rock On - [Business Breakdowns, REPLAY]

Hosts

Matt Russell
Host of Business Breakdowns
Zack Fuss
Host of Business Breakdowns

Reviews

4.9 out of 5 stars from 1.8k ratings
  • Very informative

    Please also consider episodes on Curtis Wright and revisit United Health.

    Apple Podcasts
    5
    Rayxzs
    United States22 days ago
  • Very informative

    Please also consider episodes on Curtis Wright and United Health.

    Apple Podcasts
    5
    Rayxzs
    United States4 months ago
  • Wow!

    I love it. It’s like modern MBA (on YouTube) as a podcast. Thank you!

    Apple Podcasts
    5
    Gabn1
    Germany5 months ago
  • 非常棒

    清晰 详尽 流畅

    Apple Podcasts
    5
    APPLChyna
    Chinaa year ago
  • Amazing podcast

    Best podcast for investors on the market. Great detail and coverage.

    Apple Podcasts
    5
    Guitar Gary.
    United Kingdoma year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some listeners expressed desires for more diverse topics, indicating they are keen on broadening the scope of company analyses.
The podcast is often compared to a modern MBA, providing educational value to its audience.
Listeners appreciate the depth of analysis and detailed company breakdowns.
Many reviewers highlight the hosts' preparation and ability to ask probing questions that engage guests effectively.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#111
United States/Business/Investing
Apple Podcasts
#41
United Kingdom/Business/Investing
Apple Podcasts
#68
Canada/Business/Investing
Apple Podcasts
#129
United Kingdom/Business
Apple Podcasts
#160
Canada/Business
Apple Podcasts
#106
Germany/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Nexstar Media: Broadcasting's Biggest Bet - [Business Breakdowns, EP.221]
Q: What does that mean for the composition and makeup of this business as it tries to drive organic growth?
As the pay TV ecosystem shrinks, broadcasters are losing subscribers without being able to demand higher fees, leading to a weaker pricing power.
Ecolab: Clean Machine - [Business Breakdowns, EP.214]
Q: What is Ecolab's approach to pricing and contracts?
Ecolab typically structures its deals with three to five-year contracts, focusing on value-based pricing that reflects the savings and efficiency they provide.
Ecolab: Clean Machine - [Business Breakdowns, EP.214]
Q: How has the strategic acquisition of Nalco benefited Ecolab?
The Nalco acquisition enhanced Ecolab's offerings in water solutions, allowing them to cross-sell to existing food and beverage clients.
Ecolab: Clean Machine - [Business Breakdowns, EP.214]
Q: What are the segments of Ecolab's business today?
About 50% of Ecolab's revenue comes from their water business, with the rest coming from hygiene solutions for institutions and other services.
Ecolab: Clean Machine - [Business Breakdowns, EP.214]
Q: Can you tell us about Ecolab's history and how it started?
Ecolab was founded by MJ Osborne in the early 20s, who created a chemical cleaning solution to help hotels operate more efficiently by turning rooms faster.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Business Breakdowns

What is Business Breakdowns about and what kind of topics does it cover?

This podcast offers an insightful exploration into the operations, strategies, and competitive advantages of various businesses across different industries. Each episode takes a deep dive into a single company, drawing from expert voices and industry insiders to uncover unique business models and financial insights. With a focus on dissecting the intricacies of e-commerce, finance, real estate, and technology, listeners can expect to learn not just about the businesses themselves but also the broader market dynamics that influence their operations. The hosts engage in meaningful dialogue with guests who bring a wealth of knowledge to help illuminate the often complex world of business.

Where can I find podcast stats for Business Breakdowns?

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How many listeners does Business Breakdowns get?

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How many subscribers and views does Business Breakdowns have?

To see how many followers or subscribers Business Breakdowns has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Business Breakdowns?

These podcasts share a similar audience with Business Breakdowns:

1. Capital Allocators – Inside the Institutional Investment Industry
2. Joys of Compounding
3. The Memo by Howard Marks
4. Value Investing with Legends
5. Yet Another Value Podcast

How many episodes of Business Breakdowns are there?

Business Breakdowns launched 5 years ago and published 238 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Business Breakdowns?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Business Breakdowns?

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What guests have appeared on Business Breakdowns?

Recent guests on Business Breakdowns include:

1. Daniel Wu
2. Aaron Cohen
3. Adam Chandler
4. Mark De Vos
5. John Reardon
6. Simeon McMillan
7. Sean Barrett
8. Chris Davies

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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