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Cloud Computing
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Small and Medium-Sized Businesses
Resale Market
Circular Economy
Winmark
HG Capital
Environmental Impact
Retail
Franchising
Ferrari
Intuit
HR Software
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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.

PublishesWeeklyEpisodes254Founded5 years ago
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BusinessInvesting

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Artwork for Business Breakdowns

Latest Episodes

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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Recent Guests

Tom Walsh
Portfolio manager at Baillie Gifford
Baillie Gifford
Episode: ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY]
Sam Eden
Investor at Square Peg's Global Tech Fund
Square Peg
Episode: Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]
David Plon
Founder of Portrait Analytics
Portrait Analytics
Episode: How Investors are using AI - [Business Breakdowns, EP.240]
Todd Wenning
President and CIO of KNA Capital
KNA Capital
Episode: Games Workshop: The World of Warhammer - [Business Breakdowns, EP.239]
Alan Tu
Portfolio Manager and Analyst at WCM Investment Management
WCM Investment Management
Episode: Databricks: From Data to Decisions - [Business Breakdowns, EP.238]
Ben Needham
Portfolio Manager at Ninety One Asset Management
Ninety One Asset Management
Episode: Amadeus: The IT Backbone of Travel - [Business Breakdowns, EP.237]
Jim Jones
Partner and Analyst at William Blair Asset Management
William Blair Asset Management
Episode: Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236]
Ramesh Narayanaswamy
Co-founder and portfolio manager of Tourbillon Partners
Tourbillon Partners
Episode: GE Aerospace: Full Throttle - [Business Breakdowns, EP.235]
Josh Clarkson
Managing Director at Prosek Partners
Prosek Partners
Episode: Alternative Investing: Alts For All - [Business Breakdowns, EP.234]

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 States5 months ago
  • Very informative

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

    Apple Podcasts
    5
    Rayxzs
    United States7 months ago
  • Very informative

    Please also consider episodes on Curtis Wright and United Health.

    Apple Podcasts
    5
    Rayxzs
    United States10 months ago
  • Wow!

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

    Apple Podcasts
    5
    Gabn1
    Germanya year 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.

Engaging questions help guests expand on complex topics.
Thoughtful, data-driven analysis that stays focused on business fundamentals.
Some episodes can feel very technical for casual listeners.
High-quality guest mix with diverse perspectives on markets and models.
A must-listen for investors seeking deep dives rather than generic overviews.

Chart Rankings

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

Apple Podcasts
#78
United States/Business/Investing
Apple Podcasts
#221
United States/Business
Apple Podcasts
#54
United Kingdom/Business/Investing
Apple Podcasts
#58
Canada/Business/Investing
Apple Podcasts
#147
Canada/Business
Apple Podcasts
#155
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

How Investors are using AI - [Business Breakdowns, EP.240]
Q: What are some of the tangible use cases of AI today that you think investors are using or you would recommend they use?
There are many good solutions today for staying on top of what is happening with an individual name, including setting up watch lists.
How Investors are using AI - [Business Breakdowns, EP.240]
Q: Can you bring us back in time prior to Portrait, what you were doing and how that led up to starting this business?
I spent my career as an investor in a few different seeds before starting Portrait.
Games Workshop: The World of Warhammer - [Business Breakdowns, EP.239]
Q: On the licensing, I'm just curious, you mentioned it can fluctuate quite a bit. How does that work?
Most of their licensing historically has come from the video game partnerships, so it depends on when consoles are launched and when games are developed.
Games Workshop: The World of Warhammer - [Business Breakdowns, EP.239]
Q: You mentioned the origins, was there demographic concentration or geographical concentration?
It started in the UK and feels like a very British company, based in Nottingham.
Games Workshop: The World of Warhammer - [Business Breakdowns, EP.239]
Q: Maybe you can get into some of the IP.
Games Workshop combines intellectual property, network effects, and a television show coming out.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About Business Breakdowns

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

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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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. The Memo by Howard Marks
3. Founders
4. The a16z Show
5. In Good Company with Nicolai Tangen

How many episodes of Business Breakdowns are there?

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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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.

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What guests have appeared on Business Breakdowns?

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

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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