Business Breakdowns

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and business leaders to explain the inner workings of public stocks and private businesses. Every business has lessons and Breakdowns is here to highlight them.

Matt Reustle, Zack Fuss Hosts Matt Reustle, Zack Fuss

Matt is the CEO of Colossus. Zack is the Chief Investment Officer of Shoni Holdings, a single family office.

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High Performing Conglomerates

Business Breakdowns

Ep.190

Demographics Driving Real Estate

Fernando De Leon is the founder of Leon Capital. We cover which demographic factors make a region an attractive opportunity to invest in, how nearshoring and global trade flows affect local real estate markets, and what we can expect the future of real estate to look like in an age dominated by data centers and clean energy.

11.06.2024

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Business Breakdowns

Ep.189

Merck & Co: Blockbuster Drugs

Ashwin Varma is a medical student at UT Health San Antonio. We cover Merck's early history and how it became a juggernaut under the leadership of Ray Vogelos, what makes its Keytruda cancer treatment drug so unique, and the lessons about drug development and biotech investing that can be learned from its success.

10.30.2024

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Business Breakdowns

Ep.188

American Tower: Signals and Stability

William Heard is the Founder and CIO of Heard Capital Management. We cover why tower infrastructure was historically spun out of carrier networks, what's involved in building new towers and expanding existing capacity, and what it can teach investors about owning REITs more broadly.

10.25.2024

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Business Breakdowns

Ep.187

AIG: Rise, Fall, and Rebirth

Austin Hawley is a Portfolio Manager at Diamond Hill. We cover the history of AIG before and after the financial crisis, why it chose to spin out its life and retirement business, and the market dynamics affecting how insurance policies are priced.

10.16.2024

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Business Breakdowns

Ep.186

Gregorys Coffee: From Bean to Dream

Gregory Zamfotis is the founder of Gregorys Coffee. We cover how growing up in the food and beverage industry inspired him to launch his coffee business, why balancing quality with the customer experience has been a successful differentiator for the brand, and how Gregorys is accelerating its expansion into new key markets.

10.09.2024

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Business Breakdowns

Ep.185

Going Activist in Japan

Nick Bartolo is the founder of Essential Partners and Masumi Nishida is a partner at Dalton Investments. We cover the selection process for attractive activist opportunities, how the approach to corporate governance and dividend policy differs between Japan and the US, and why we're only in the second innings of a larger trend.

10.02.2024

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Business Breakdowns

Ep.184

RTW: Investing Across Healthcare

Rod Wong is the founder and CIO of RTW Investments and Stephanie Sirota is the chief business officer of RTW Investments. We cover the various phases of drug investments, the unique dynamics of founders and team building, and we get into some of the more philosophical discussions around regulation in the industry.

09.26.2024

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Business Breakdowns

Ep.183

Sherwin-Williams: Brushstrokes of Success

Todd Basnight is the Director of Equity Research at Aureus Asset Management. We cover how Sherwin-Williams became the the largest paint and coatings company in the world, why it's been such an effective compounder over a long period of time, and what it can teach us about the balance between returning capital to shareholders and reinvesting in growth.

09.18.2024

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Business Breakdowns

Ep.182

Rakuten: Rewiring Japan’s Digital Economy

Matthew Brett is an investment manager in the Japanese Equities team at Baillie Gifford. We cover the unique way Rakuten has built a conglomerate over its short history, how its points system ties its services together and keeps users engaged, and the opportunities and challenges posed by its ambitious mobile network rollout.

09.11.2024

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Business Breakdowns

Ep.181

Renishaw: The Precision Pioneers

Matt Tonge is a fund manager at Liontrust Asset Management. We cover why Renishaw's precision measurement machines are like 'picks and shovels' for semiconductor manufacturers, the sticky nature of its customer base, and what it can teach investors about the current CapEx cycle.

09.04.2024

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