
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.
| Publishes | Weekly | Episodes | 254 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

This episode was originally recorded in March 2025. Today, we are breaking down the global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for this episode, and there's a saying that hard work can beat talent ... more
This conversation was originally released in February of 2025. We’re replaying this episode because Cognex sits right at the intersection of AI and robotics. As the market focuses more on physical AI and automation in 2026, machine vision is becoming... more
This conversation was originally released in June of 2023.
Today we return to the semiconductor value chain with one of the most important companies in modern technology: ASML. The company began life as an unwanted spin-out from Philips with no real... more
Today we are breaking down the cybersecurity giant, Cloudflare.
Today, Cloudflare controls over 20% of the world’s web traffic, and more impressively, absorbs 2.5mn cyber attacks per second.
My guest is Sam Eden, Investor at Square Peg’s Global Tec... more
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Amphenol —please tell us about a company before it goes up 80% YTD 👎
Please also consider episodes on Curtis Wright and revisit United Health.
Please also consider episodes on Curtis Wright and United Health.
I love it. It’s like modern MBA (on YouTube) as a podcast. Thank you!
清晰 详尽 流畅
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Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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The show breaks down how companies operate, focusing on business models, financials, competitive advantages, and growth strategies. Episodes consistently feature investors, operators, and sector experts who illuminate why a company succeeds or struggles, with a strong emphasis on durable business models, pricing power, and long-term value creation. Listeners are typically professionals in investing, corporate strategy, and finance, drawn to in-depth company analyses rather than high-level overviews. A standout trait is the disciplined, question-driven interview style that surfaces practical takeaways and actionable insights for decision-making and pitching. Potential guests may fit well if they bring market-level clarity, deep industry know... more
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Business Breakdowns launched 5 years ago and published 254 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Business Breakdowns include:
1. Tom Walsh
2. Sam Eden
3. David Plon
4. Todd Wenning
5. Alan Tu
6. Ben Needham
7. Jim Jones
8. Ramesh Narayanaswamy
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