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.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

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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

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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

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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

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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

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Business Breakdowns

Ep.11

Invisalign: Patents, Patients, Profits

Nick Greenfield is the CEO of Candid, an e-commerce solution to teeth aligners. We cover how Invisalign has come to dominate share in the clear aligner industry, the unit economics across the value chain of orthodontics, and the potential avenues for Invisalign to continue its growth.

06.02.2021

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Business Breakdowns

Ep.10

Wix: The Internet Storefront

Dave Ambrose is a seed-stage software investor focused on the skills and knowledge economy. Founded in 2006, Wix is a platform that enables everyone to create, design, and manage high-quality websites with a drag and drop mechanism.

05.26.2021

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Business Breakdowns

Ep.9

Ethereum: Into the Ether

Justin Drake is a researcher at the Ethereum Foundation. We cover what differentiates Ethereum from Bitcoin, the increasing number of projects being built on the Ethereum platform, and what a shift from proof of work to proof of stake means for Ethereum.

05.19.2021

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Business Breakdowns

Ep.8

Calm: The Sleeping Giant

Vinny Pujji is a partner at Left Lane Capital. We cover how Calm used data to unlock a non-obvious source of demand, how the upfront subscription cost has allowed for pure operational focus, and what the competitive landscape looks like moving ahead.

05.12.2021

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Business Breakdowns

Ep.7

Visa: The Original Protocol Business

Alex Rampell is a general partner at Andreessen Horowitz, where he focuses on investing in financial services. Alex co-founded Affirm and TrialPay. We cover Visa's business model, unique history, and potential threats from other businesses and macroeconomic forces.

05.05.2021

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