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.46

UPS: Leaders of the Package

Matt Reustle is CEO of Colossus and a former Transport analyst. We cover the factors behind the UPS approach of "bigger not better", Amazon's position in the parcel delivery market, and the secular shifts taking place in the industry.

02.09.2022

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Business Breakdowns

Ep.45

Twitter: Towing the Clown Car out of the Goldmine

@Compound248 is an anonymous professional investor. We cover Twitter's history, why it's delivered negative returns since IPO, and why there are reasons to be optimistic about the platform going forwards.

02.02.2022

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Business Breakdowns

Ep.44

ViacomCBS: A Content King in the Streaming War

Naveen Chopra is the CFO of ViacomCBS and Chris Marangi is co-CIO at Gabelli Asset Management. We cover the economics of a typical cable network channel, dive deep into the dynamics of content creation and capital allocation, and discuss ViacomCBS' transition into streaming.

01.26.2022

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Business Breakdowns

Ep.43

Peloton: Reinventing the Wheel

Vinny Pujji is a partner at Left Lane Capital. We cover Peloton’s success in creating a new fitness category, the impact of the pandemic on its financials, and why it might make sense for Peloton to build its own music label.

01.19.2022

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Business Breakdowns

Ep.42

Cannabis: Legalizing the Leaf

Jeff Hoffman is a co-portfolio manager at Marathon Partners Equity Management. We cover the size of the Cannabis industry today, the structural inefficiencies present in the market, and the anticipated path of regulatory changes.

01.12.2022

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Business Breakdowns

Ep.41

Finch Therapeutics: Empowering Immune Systems

Mark Smith is the co-founder and CEO of Finch Therapeutics. We cover the importance of the microbiome, how Finch helps patients transform their lives, and what Mark has learned about the economics of drug development.

12.29.2021

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Business Breakdowns

Ep.40

LSEG: More Than Meets the Eye

Nick Shenton is a fund manager at Artemis Investment Management. We cover LSEGs expansion from a regional stock exchange to a global financial infrastructure business, their mega acquisition of data business Refinitiv, and how the business is able to earn 90% gross margins.

12.22.2021

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Business Breakdowns

Ep.39

The National Football League

Jay Kapoor is a General Partner at VSC Ventures. We cover the NFL's unique $15 billion business, what makes it stand out relative to other sports, and how it dominates linear TV.

12.15.2021

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Business Breakdowns

Ep.38

NextEra Energy: The Renewable Leader

Mark Tomasovic is an investor at Energize VC. We cover the structure of the energy market, what’s changed in the renewables space over the past twenty years, and how NextEra deploys its cost of capital advantage.

12.08.2021

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Business Breakdowns

Ep.37

Novocure: Using Physics to Fight Cancer

Bill Doyle is the Executive Chairman of Novocure. We cover the state of cancer treatment, Novocure's innovative new approach, and unique way they've structured their business model.

12.01.2021

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