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.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

Play

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

Play

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

Play

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

Play

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

Play

Business Breakdowns

Ep.16

Exxon Mobil: An Aging Energy Empire

Arjun Murti is a long-time energy analyst and investor. We cover Exxon's rich history dating back to John D. Rockefeller, the Supermajor supply chain, and what the future of the energy market might look like.

07.07.2021

Play

Business Breakdowns

Ep.15

Facebook: The Trillion Dollar Listing

Robert Cantwell is the founder and CIO of Upholdings. Jesse Pujji is the co-founder and CEO of Ampush. We cover how Facebook successfully navigated the transition from desktop to mobile, what drives the value of its network, and dive deep into the Facebook ad ecosystem.

06.29.2021

Play

Business Breakdowns

Ep.14

Formula One: The Iconic Motor Sport

Stefano Domenicali is the CEO of Formula 1 and Arman Gokgol-Kline is an investor from Ruane, Cunniff & Goldfarb. We cover how Formula 1 operates and generates revenue, Stefano’s own story growing up with Formula 1 and running Ferrari, and the white space opportunities for F1.

06.22.2021

Play

Business Breakdowns

Ep.13

Moderna: The Software of Life

Jason Kelly is the CEO of Gingko Bioworks and Matthew Harrison is a biotech analyst at Morgan Stanley. We cover the history of programming cells, what differentiates Moderna from other biotech companies, and lessons for entrepreneurs and investors can takeaway from Moderna's story.

06.15.2021

Play

Business Breakdowns

Ep.12

Pinduoduo: Rise of Social Commerce

Xin Yi Lim is Pinduoduo’s Senior Director for Corporate Development. We cover what made Pinduoduo attractive to buyers, the business's fascinating network dynamics, and how the team buying concept creates scaled demand.

06.08.2021

Play

Most Popular

Sports

High Performing Conglomerates

Contact

Get in touch at help@joincolossus.com