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Business Breakdowns
Business Breakdowns
261 episodes · by Colossus
About Business Breakdowns
Business Breakdowns is a podcast with 261 episodes in the PodLexicon database, each accompanied by a full searchable transcript and AI-generated summary. 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. PodLexicon indexes every episode of Business Breakdowns and turns each one into a searchable AI summary — find the episode that covers a topic, track how that topic evolved over time, or compare what different guests said about it.
Topics Covered on Business Breakdowns
Financial Performance and Capital Allocation Margins, Cash Flow, and Valuation Financial Model and Margins
Notable Guests on Business Breakdowns
Recent Episodes
Applied Intuition: A Billion Intelligent Machines - [Business Breakdowns, EP.248] — July 27, 2026
Toast: Sticky SaaS - [Business Breakdowns, EP.247] — May 29, 2026
Auto1: EU-sed Car Marketplace - [Business Breakdowns, EP.246] — May 15, 2026
Opendoor: Q1 2026 Earnings - [Business Breakdowns, EP.245] — May 08, 2026
PriceSmart: Central America’s Costco - [Business Breakdowns, EP.244] — May 01, 2026
Altius Minerals: Royalty Check - [Business Breakdowns, EP.243] — April 24, 2026
Givaudan: The Magic Ingredients - [Business Breakdowns, EP.242] — April 17, 2026
Apollo: Connoisseurs of Complexity - [Business Breakdowns, REPLAY] — March 20, 2026
Cognex: Vision Quest - [Business Breakdowns, REPLAY] — March 13, 2026
ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY] — March 06, 2026
Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241] — February 11, 2026
How Investors are using AI - [Business Breakdowns, EP.240] — February 05, 2026
Games Workshop: The World of Warhammer - [Business Breakdowns, EP.239] — January 30, 2026
Databricks: From Data to Decisions - [Business Breakdowns, EP.238] — January 08, 2026
Amadeus: The IT Backbone of Travel - [Business Breakdowns, EP.237] — December 12, 2025
Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236] — December 05, 2025
GE Aerospace: Full Throttle - [Business Breakdowns, EP.235] — November 14, 2025
Alternative Investing: Alts For All - [Business Breakdowns, EP.234] — November 07, 2025
Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233] — October 31, 2025
CompoSecure: Heavy Metal - [Business Breakdowns, EP.232] — October 24, 2025
Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231] — October 15, 2025
Media M&A - [Business Breakdowns, EP.230] — October 09, 2025
Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229] — October 01, 2025
WaterBridge: Oil and Water - [Business Breakdowns, EP.228] — September 24, 2025
Mercado Libre: E-commerce Empire - [Business Breakdowns, EP.227] — September 05, 2025
Compass: Real Estate Revolution - [Business Breakdowns, EP.226] — August 13, 2025
PE Perspective on Insurance Brokers - [Business Breakdowns, EP.225] — August 07, 2025
CME Group: The House Always Wins - [Business Breakdowns, EP.224] — July 23, 2025
Agilent: Back To The Lab - [Business Breakdowns, EP.223] — July 16, 2025
Patek Philippe: Watch Perfection - [Business Breakdowns, REPLAY] — July 09, 2025
Alpha In Podcasts? - [Business Breakdowns, EP.222] — July 02, 2025
Nexstar Media: Broadcasting's Biggest Bet - [Business Breakdowns, EP.221] — June 25, 2025
EQT: Returns at Scale - [Business Breakdowns, EP.220] — June 18, 2025
UnitedHealth Group: Beyond The Premium - [Business Breakdowns, EP.219] — June 04, 2025
Moncler: The Après Playbook - [Business Breakdowns, EP.218] — May 30, 2025
Vulcan Materials: Rock On - [Business Breakdowns, REPLAY] — May 21, 2025
monday.com: Work Management Software - [Business Breakdowns, EP.217] — May 13, 2025
Interactive Brokers: Margin Masters - [Business Breakdowns, EP.216] — May 09, 2025
Chemed: Empire of Care - [Business Breakdowns, EP.215] — May 01, 2025
Ecolab: Clean Machine - [Business Breakdowns, EP.214] — April 23, 2025
Snap-on: Tools of the Trades - [Business Breakdowns, EP.213] — April 16, 2025
Goosehead: Insuring Coverage - [Business Breakdowns, EP.212] — April 09, 2025
Compass: Meals for the Masses - [Business Breakdowns, EP.211] — April 02, 2025
EssilorLuxottica: Sight To Behold - [Business Breakdowns, EP.210] — March 26, 2025
Watsco: Air Apparent - [Business Breakdowns, EP.209] — March 19, 2025
Apollo: Connoisseurs of Complexity - [Business Breakdowns, EP.208] — March 14, 2025
Cognex: Vision Quest - [Business Breakdowns, EP.207] — February 26, 2025
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, REPLAY] — February 19, 2025
AMETEK: Industrial Excellence - [Business Breakdowns, REPLAY] — February 12, 2025
Jack Henry: VMS King - [Business Breakdowns, EP.206] — February 05, 2025
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