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.171

Motorola Solutions: From Zero to Hero

Joseph Shaposhnik is a Portfolio Manager. We cover how Motorola has evolved beyond its famous flip phones, the influence activist investors have had on the business, and why land mobile radio is the new crown jewel in its business model.

06.26.2024

Play

Business Breakdowns

Ep.170

The Marina Industry: Building Moats Storing Boats

David Chesner is the Co-CEO of Grove Point Marinas and Josh Koplewicz is the Managing Partner of Thayer Street Partners. We cover the mechanics of acquiring a marina, where the industry is growing to meet demand, and how its historic underpricing presents a lucrative opportunity.

06.19.2024

Play

Business Breakdowns

Ep.169

Coupang: Korean E-Commerce Craze

Drew Cohen is the co-founder of Speedwell Research. We cover why Coupang has been dubbed the Amazon of South Korea, how it's maintained its core values in the face of strategic pivots, and what other businesses can learn from its membership program.

06.12.2024

Play

Business Breakdowns

Ep.168

Lifco: Dentistry, Demolition, and Decentralization

Adnan Hadziefendic is a portfolio manager at REQ Capital. We cover the playbook behind Lifco's high-quality acquisitions, how leadership and decentralization have fueled continuous earnings growth, and why it's chosen to focus on other markets ahead of North America.

06.05.2024

Play

Business Breakdowns

Ep.167

CHIPS Act: Securing Semiconductor Supply

Todd Fisher is the CIO of the CHIPS Act office. We cover how semiconductor supply chains have changed since 2020, how the CHIPS Act funding process differs from traditional government programs, and what the natural future shift away from subsidies might look like.

05.31.2024

Play

Business Breakdowns

Ep.166

InterDigital: Setting Wireless Standards

Jenny Wallace is the co-founder and CIO of Summit Street Capital Management. We cover the real world applications of InterDigital's wireless technology, the mechanics of monetizing a portfolio of 30,000 patents, and why video streaming is a free call option for the business.

05.29.2024

Play

Business Breakdowns

Ep.165

Bajaj Finance: Strategies of a Lending Giant

Saurabh Mukherjea is the founder and CIO of Marcellus Investment Managers. We cover Bajaj's innovative lending model, how culture and technology give it a competitive edge, and the customer retention playbook that has helped compound its loan book at 40%.

05.22.2024

Play

Business Breakdowns

Ep.164

A Primer on Private Credit: Part 2

Josh Clarkson is the managing director at Prosek Partners. We cover the history of private credit markets, the impact of business development companies and sponsor-backed loans, and what rising rates mean for the future of the sector.

05.15.2024

Play

Business Breakdowns

Ep.163

A Primer on Private Credit

Armen Panossian is the co-CEO of Oaktree. We cover the historic mismatch between supply and demand in private credit, the importance of strong relationships for ensuring deal flow, and where growth is coming from in the space right now.

05.15.2024

Play

Business Breakdowns

Ep.162

British American Tobacco: Clearing the Air

Evan Tindall is the co-founder and CIO of Bireme Capital. We cover the challenges associated with marketing tobacco products, BAT's ability to generate strong cash flow, and its transition to less harmful products.

05.08.2024

Play

Most Popular

Sports

High Performing Conglomerates

Contact

Get in touch at help@joincolossus.com