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.

Business Breakdowns

Ep.71

Atlas Copco: Sweden’s Best Kept Secret

Stephen Paice is the Head of European equities at Baillie Gifford. We cover the rich corporate history of Atlas Copco, what makes its culture so noteworthy, and provide an overview of its products that are used in industries all around the world.

08.24.2022

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Business Breakdowns

Ep.70

ChargePoint: Leading the EV Charge

Mark Tomasovic is a principal at Energize Ventures. We cover how ChargePoint is leading the land grab for EV charging infrastructure, why the US is at a particularly interesting point for EV adoption, and the challenges of running a business in a rapidly commoditizing industry.

08.19.2022

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Business Breakdowns

Ep.69

Union Pacific: Long Train Runnin’

Matt Reustle is the CEO of Colossus and a former transport analyst. We cover the consolidation of the freight railroad industry, how they have been revived by a change in operating philosophy, and contrast rails with other modes of transportation.

08.10.2022

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Business Breakdowns

Ep.68

LVMH: The Wolf in Cashmere’s Conglomerate

Christian Billinger is the chairman of Billinger Förvaltnings. We cover the paradox between scarcity and scale in the luxury industry, analyze some of LVMH's high profile acquisitions, and delve into the history of its maverick CEO.

08.03.2022

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Business Breakdowns

Ep.67

DuPont: Two Centuries of Chemistry

Seth Goldstein is a senior equity analyst at Morningstar. We cover the fascinating history of the du Pont family, the chemical processes behind well-known products such as Nylon and Kevlar, and the best lessons from DuPont's strategic mergers and divestments.

07.27.2022

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Business Breakdowns

Ep.66

Charles Schwab: The 8 Trillion Dollar Gorilla

Andrew Hollingworth is the founder and portfolio manager of Holland Advisors. We cover how Charles Schwab built a behemoth out of a newsletter, why it pivoted to an asset-heavy model, and what it shares in common with Amazon.

07.20.2022

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Business Breakdowns

Ep.65

Rolex: Timeless Excellence

Ben Clymer is the founder and executive chairman of Hodinkee. We cover the fascinating history of Rolex, the mechanics of the luxury watch market, and how Rolex marries manufacturing and marketing excellence to distinguish it from other brands.

07.15.2022

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Business Breakdowns

Ep.64

Dino Polska: Serving Small-Town Poland

Jon Cukierwar is the Founder of Sohra Peak Capital Partners. We cover the unique dynamics of the Polish consumer, how Dino differentiates itself from its larger competitors, and the economics behind its new store roll-out strategy.

07.06.2022

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Business Breakdowns

Ep.63

Berkshire Hathaway: The Incomparable Compounder

Chris Bloomstran is the President and CIO of Semper Augustus. We cover the specific elements that make Berkshire special, what it has taught the world about float, and why it's unlikely any business can replicate Berkshire's success.

06.29.2022

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Business Breakdowns

Ep.62

Gogo: Internet for Private Jets

Oak Thorne is the President and CEO of Gogo. We cover the size of the market for in-flight connectivity, the technology powering Gogo's offering, and how Starlink differs.

06.22.2022

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