Business Breakdowns
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.
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Episodes (265)
Applied Intuition: A Billion Intelligent Machines
Jul 27, 2026
Toast: Sticky SaaS - [Business Breakdowns, EP.247]
May 29, 2026
Auto1: EU-sed Car Marketplace
May 15, 2026
Opendoor: Q1 2026 Earnings
May 8, 2026
PriceSmart: Central America’s Costco
May 1, 2026
Altius Minerals: Royalty Check
Apr 24, 2026
Givaudan: The Magic Ingredients
Apr 17, 2026
Apollo: Connoisseurs of Complexity
Mar 20, 2026
Cognex: Vision Quest
Mar 13, 2026
ASML: Competing with Moore’s Law
Mar 6, 2026
Cloudflare: Leading Cybersecurity
Feb 11, 2026
How Investors are using AI
Feb 5, 2026
GamesWorkshop: The World of Warhammer
Jan 30, 2026
Databricks: From Data to Decisions
Jan 8, 2026
Amadeus: The IT Backbone of Travel
Dec 12, 2025
Doximity: The Hub of Healthcare
Dec 5, 2025
GE Aerospace: Full Throttle
Nov 14, 2025
Alternative Investing: Alts For All
Nov 7, 2025
Robinhood: Mobile First, Margins Later
Oct 31, 2025
CompoSecure: Heavy Metal
Oct 24, 2025
Amphenol: The Nervous System for Electronics
Oct 15, 2025
Media M&A
Oct 9, 2025
Exor: Fiat Crisis to Ferrari Glory
Oct 1, 2025
Waterbridge: Oil and Water
Sep 24, 2025
Mercado Libre: E-commerce Empire
Sep 5, 2025
Compass: Real Estate Revolution
Aug 13, 2025
PE Perspective on Insurance Brokers
Aug 7, 2025
CME Group: The House Always Wins - [Business Breakdowns, EP.224]
Jul 23, 2025
Agilent: Back To The Lab
Jul 16, 2025
Patek Philippe: Watch Perfection
Jul 9, 2025
Alpha In Podcasts?
Jul 2, 2025
Nexstar Media: Broadcasting's Biggest Bet
Jun 25, 2025
EQT: Returns at Scale
Jun 18, 2025
UnitedHealth Group: Beyond The Premium
Jun 4, 2025
Moncler: The Après Playbook
May 30, 2025
Vulcan Materials: Rock On
May 21, 2025
monday.com: Work Management Software
May 13, 2025
IBKR: Margin Masters
May 9, 2025
Chemed: Empire of Care
May 1, 2025
Ecolab: Clean Machine
Apr 23, 2025
Snap-on: Tools of the Trades
Apr 16, 2025
Goosehead: Insuring Coverage
Apr 9, 2025
Compass: Meals for the Masses
Apr 2, 2025
EssilorLuxottica: Sight To Behold
Mar 26, 2025
Watsco: Air Apparent
Mar 19, 2025
Apollo: Connoisseurs of Complexity
Mar 14, 2025
Cognex: Vision Quest
Feb 26, 2025
Rolls-Royce: Turbines and Tribulations
Feb 19, 2025
AMETEK: Industrial Excellence
Feb 12, 2025
Jack Henry: VMS King
Feb 5, 2025