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.5

Cinnabon: The Omnichannel Approach to Indulgence

Kat Cole is the former COO and President of North America for Focus Brands. Before that role, she was the president of Cinnabon. We cover Cinnabon's fascinating history, its omnichannel ecosystem, and how it develops and maintains its differentiated brand.

04.21.2021

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Business Breakdowns

Ep.4

Costco: Relentless Focus on the One Thing

Zack Fuss is an investor at Continental Grain, a 200-year-old family business. Chris is President and CIO of Semper Augustus Investments Group. We cover how Costco can offer high-quality products at such low prices and lessons that can be learned and applied to other businesses.

04.14.2021

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Business Breakdowns

Ep.3

Alibaba: A Giant Among Giants

Ram is the founder and managing partner of Octahedron Capital. We cover the staggering scale of Alibaba's business, how Alibaba went from copycat to innovator and the looming threat to Alibaba from the next generation of Chinese juggernauts

04.09.2021

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Business Breakdowns

Ep.2

Chipotle: Simplicity as the Recipe for Success

Zack Fuss is an investor at Continental Grain and an expert on all things food and restaurant-related. We cover Chipotle's origin stories, its hypergrowth + focus on innovation, and details around how they navigated COVID and their food safety scandals.

04.07.2021

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Business Breakdowns

Ep.1

Shopify: The E-commerce On-Ramp

Alex Danco works on the Money team at Shopify. We cover the revenue model of Shopify's different business units by using Apple as a guide, how it monetizes different derivatives of merchant success, and Shopify's philosophy, culture, and role in global commerce.

04.05.2021

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