Business Breakdowns
by Colossus | Investing & Business Podcasts
Latest episode
Affirm: The Internet’s American Express - [Business Breakdowns…
Affirm: The Internet’s American Express - [Business Breakdowns…
About this podcast
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.
Episodes
The newest 20 of 262 episodes
- Affirm: The Internet’s American Express - [Business Breakdowns, EP.249] · 1 h 11 min · Episode 249Today we're breaking down Affirm, the buy now, pay later company founded by PayPal co-founder Max Levchin. Affirm processes more than $50 billion in annual purchase volume and is…
- Applied Intuition: A Billion Intelligent Machines - [Business Breakdowns, EP.248] · 47 min · Episode 248Today, we are breaking down Applied Intuition. Our guests are co-founders Qasar Younis and Peter Ludwig, who started the company in 2017 with a mission to make a billion machines…
- Toast: Sticky SaaS - [Business Breakdowns, EP.247] · 49 min · Episode 247Today, we are breaking down Toast, a name we have covered before but are revisiting because the story has changed enough to be worth telling again. Most listeners will have…
- Auto1: EU-sed Car Marketplace - [Business Breakdowns, EP.246] · 1 h 5 min · Episode 246Today, we are breaking down Auto1, and this is an interesting episode because we are tackling a business that most US listeners will not be familiar with, even though it…
- Opendoor: Q1 2026 Earnings - [Business Breakdowns, EP.245] · 26 min · Episode 245Today, we are breaking down Opendoor, and this is a unique episode. We recorded with Kaz Nejatian, the CEO of Opendoor, shortly after the company reported its first quarter 2026…
- PriceSmart: Central America’s Costco - [Business Breakdowns, EP.244] · 56 min · Episode 244Today, we are breaking down PriceSmart, the membership warehouse club operating across Central America, the Caribbean, and South America. I came away from this episode with a new…
- Altius Minerals: Royalty Check - [Business Breakdowns, EP.243] · 34 min · Episode 243Today, we are breaking down Altius Minerals, a Canadian royalty company that stands apart from the precious metals and oil and gas names that usually define the category. 17…
- Givaudan: The Magic Ingredients - [Business Breakdowns, EP.242] · 41 min · Episode 242Today, we are breaking down Givaudan, the Swiss fragrance and flavor giant hiding in plain sight. I came away from this episode with a new way of seeing the world around me. When…
- Apollo: Connoisseurs of Complexity - [Business Breakdowns, REPLAY] · 1 h 14 minThis 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…
- Cognex: Vision Quest - [Business Breakdowns, REPLAY] · 45 minThis 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…
- ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY] · 53 minThis 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…
- Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241] · 1 h 10 min · Episode 241 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…
- How Investors are using AI - [Business Breakdowns, EP.240] · 49 min · Episode 240Today we have a special episode breaking down how investors are using AI. This is a question I get from many of you, and while there is no shortage of content on the…
- Games Workshop: The World of Warhammer - [Business Breakdowns, EP.239] · 40 min · Episode 249Today we are breaking down Games Workshop. This episode is another examination of the business of IP. Whether it's Disney, Electronic Arts, or Nintendo, there are so many…
- Databricks: From Data to Decisions - [Business Breakdowns, EP.238] · 1 h 14 min · Episode 238Today we’re breaking down Databricks, a $130B private company that helps companies collect, store, and process very large amounts of data, and then use that data to run analytics…
- Amadeus: The IT Backbone of Travel - [Business Breakdowns, EP.237] · 48 min · Episode 237Today we are breaking down Amadeus, the dominant infrastructure powering global travel bookings. If you've used a travel agent or corporate booking system, you've likely…
- Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236] · 33 min · Episode 236Today, we are breaking down one of the more impressive B2B media businesses I have come across, Doximity. It's been called “the LinkedIn for doctors.” Jim Jones, partner and…
- GE Aerospace: Full Throttle - [Business Breakdowns, EP.235] · 59 min · Episode 235Today 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…
- Alternative Investing: Alts For All - [Business Breakdowns, EP.234] · 50 min · Episode 234 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…
- Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233] · 1 h 0 min · Episode 233This 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…
