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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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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Business Breakdowns

Ep.180

3i: Capital in Action

Luke Bridgeman is a Portfolio Manager at Hosking Partners. We cover the unique circumstances that led to 3i's founding in postwar Britain, why it now invests its own balance sheet rather than raise private equity, and the importance of letting your winners run.

08.28.2024

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Business Breakdowns

Ep.179

Five Handpicked Highlights

Matt Reustle is the host of Business Breakdowns. We cover five previous episodes in search of the best frameworks for thinking about end markets and explore lessons on the power of scale, pricing power, geography, collaboration, and licensing.

08.21.2024

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Business Breakdowns

Ep.179

Graco: Mastering The Flow

Aaron Wasserman is the Managing Partner at Third Period Capital. We cover the diverse applications of Graco's fluid handling systems, how the company keeps track of 70,000 SKUs, and how it kept its culture intact while growing rapidly.

08.14.2024

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Business Breakdowns

Ep.177

Siemens Energy: Winds of Change

Mark Hiley is CEO of The Analyst. We cover the history of Siemens Energy before and after its spin-off, why grid technologies are the growth engine of the business, and the turnaround challenge facing its wind power division.

08.07.2024

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