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

PublishesWeeklyEpisodes245Founded5 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Business Breakdowns

Latest Episodes

Today we are breaking down GE Aerospace. We did cover GE several years ago, but that episode focused on Larry Culp's turnaround of the conglomerate.

Ramesh Narayanaswamy, co-founder and portfolio manager of Tourbillon Partners, joins me to explore w... more

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 last year in our primer series on private credit. ... more

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 faced many challenges along the way into the third-... more

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. What really made Parsa the ideal guest is that he h... more

Key Facts

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

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Recent Guests

Arthur Olson
Founding partner at Ravenswood Partners.
Ravenswood Partners
Episode: Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233]
Parsa Kiai
Founder and CIO of Steamboat Capital
Steamboat Capital
Episode: CompoSecure: Heavy Metal - [Business Breakdowns, EP.232]
Andy Gardner
Portfolio Manager at Fiera Capital
Fiera Capital
Episode: Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]
Blake Saunders
A seasoned media investment banker with about two decades of experience in the field.
Episode: Media M&A - [Business Breakdowns, EP.230]
Krishna Mohanraj
Portfolio manager of the International Strategy at Diamond Hill.
Diamond Hill
Episode: Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229]
James Davolos
Guest from Horizon Kinetics discussing Waterbridge and water infrastructure in Texas
Horizon Kinetics
Episode: WaterBridge: Oil and Water - [Business Breakdowns, EP.228]
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]

Hosts

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

Reviews

4.9 out of 5 stars from 1.9k ratings
  • Now you tell us

    Amphenol —please tell us about a company before it goes up 80% YTD 👎

    Apple Podcasts
    3
    Eddo's IPOD
    United Statesa month ago
  • Very informative

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

    Apple Podcasts
    5
    Rayxzs
    United States2 months ago
  • Very informative

    Please also consider episodes on Curtis Wright and United Health.

    Apple Podcasts
    5
    Rayxzs
    United States6 months ago
  • Wow!

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

    Apple Podcasts
    5
    Gabn1
    Germany7 months ago
  • 非常棒

    清晰 详尽 流畅

    Apple Podcasts
    5
    APPLChyna
    Chinaa 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
#71
United States/Business/Investing
Apple Podcasts
#211
United States/Business
Apple Podcasts
#39
United Kingdom/Business/Investing
Apple Podcasts
#53
Canada/Business/Investing
Apple Podcasts
#113
United Kingdom/Business
Apple Podcasts
#128
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233]
Q: If they're not making money from commissions, where are they making money?
Robinhood's revenue comes primarily from payment for order flow, where market makers pay a small rebate for executing trades, and this model allows better pricing for the small retail investor.
Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233]
Q: Can we get into his journey to founding the business?
Vlad Tenev's determination and need for fulfillment drove him from a high-frequency trading firm to creating Robinhood, as he wanted to use modern technology to make financial services accessible.
Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]
Q: What would you say is Amphenol's approach to M&A integration?
Amphenol's integration process maintains autonomy in client-facing functions while integrating primary manufacturing functions, preserving culture and customer centricity while achieving efficiencies.
Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]
Q: How do you go about thinking about the growth of this business?
Amphenol's growth can be thought of through structural megatrends affecting their markets, such as electrification and digitization, and their ability to increase content per unit in electronic applications.
Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229]
Q: How has leadership changed the course of Exor?
The company has been shaped significantly by the leadership of two Giovanni Agnellis and now John Elkann, with each contributing to its current structure and strategy.

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.

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How many listeners does Business Breakdowns get?

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How many subscribers and views does Business Breakdowns have?

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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. Yet Another Value Podcast
3. Value Investing with Legends
4. The Memo by Howard Marks
5. Founders

How many episodes of Business Breakdowns are there?

Business Breakdowns launched 5 years ago and published 245 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. Arthur Olson
2. Parsa Kiai
3. Andy Gardner
4. Blake Saunders
5. Krishna Mohanraj
6. James Davolos
7. Daniel Wu
8. Aaron Cohen

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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