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.26

Sky Mavis: The Builders behind Axie Infinity

Aleksander Larsen is the co-founder of Sky Mavis, and Stephen McKeon is a Partner at Collab+Currency, an early investor in Sky Mavis. We cover Axie Infinity's economic model, the importance of gameplay vs. the economic ecosystem, and examine Axie's sustainability from various angles.

09.15.2021

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Business Breakdowns

Ep.25

Datadog: The Realtime Data Monitor

Peter Offringa is the author of Software Stack Investing. We cover Datadog’s unique product development cadence, how they’re able to grow their top line at 60% a year while staying profitable, and why Web3 might be their biggest competitive threat.

09.08.2021

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Business Breakdowns

Ep.24

Wyndham Hotels: Loyalty Matters

Lauren Taylor Wolfe is the co-founder and Managing Partner of Impactive Capital. We cover Wyndham’s growth algorithm, its loyalty program, and the ways in which green programs are helping to drive higher cash-on-cash returns for franchisees.

09.01.2021

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Business Breakdowns

Ep.23

Dexcom: Digitizing Diabetes Management

Aneal Tenjarla is an associate portfolio manager at Sofinnova BioEquities. We cover the ways in which Dexcom's continuous glucose monitors have changed Diabetes treatment, the structure of the market Dexcom operates in, and where the business may find future runway.

08.25.2021

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Business Breakdowns

Ep.22

SmileDirectClub: Closing the Gap with Affordability

Kyle Wailes is the current CFO of SmileDirectClub. We cover the company’s DTC roots, how SmileDirectClub differentiates itself relative to metal braces and clear aligner competitors like Invisalign, and what growth opportunities the business plans to pursue moving forward.

08.18.2021

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Business Breakdowns

Ep.21

ZoomInfo: The Go-To-Market Platform

Henry Schuck is the CEO of ZoomInfo. We cover how ZoomInfo differs from traditional CRM businesses, its unique gross margin profile, and their special go-to-market muscle.

08.11.2021

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Business Breakdowns

Ep.20

Blackstone: Beyond Buyouts

Marc Rubinstein is the author of Net Interest and a former hedge fund manager. We cover the different ways Blackstone earns money, how that’s changing, and what else management has done to make the business more shareholder-friendly.

08.04.2021

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Business Breakdowns

Ep.19

A Primer on Space: The Final Frontier

Tren Griffin is a director at Microsoft. We cover how our ground economy is enabled by space today, what excites him most about the opportunities in space, and how space compares to other network foundations.

07.27.2021

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Business Breakdowns

Ep.18

Petco: Capturing the Pet Economy

Greg Kamstra is the CEO of pet care provider Riverdog and a former private equity investor. We cover how Petco evolved into its current big-box model, how pet care store economics differ from grocery economics, and what impact e-commerce has had on the industry.

07.21.2021

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Business Breakdowns

Ep.17

Cardlytics: The Ad Platform with Purchasing Power

Cliff Sosin is the founder of CAS Investment Partners. We cover what makes Cardlytics' value proposition so valuable to the ecosystem, how Cardlytics' measurement capabilities differ from Google, and what is needed for Cardlytics to reach its full potential.

07.14.2021

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