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.161

AMETEK: Industrial Excellence

Nael Fakhry is the Co-CIO of the Osterweis Capital Management Growth and Income Strategy. We cover AMETEK's growth model, what Constellation Software was able to learn from it, and how its decentralized operating structure differs from other industrial conglomerates.

05.01.2024

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Business Breakdowns

Ep.160

Gartner: Compound Insights

Alvise Peggion is the portfolio manager at Fairlight Asset Management. We cover the types of services Gartner provides for customers, how its legendary sales force creates a formidable moat, and why the company's financials are so unique.

04.24.2024

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Business Breakdowns

Ep.159

Winmark: Resale at Scale

Brett Heffes is the current CEO of Winmark. We cover how its franchising model works, its prudent and unique approach to capital allocation, and the scale of the market for second-hand apparel more broadly.

04.17.2024

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Business Breakdowns

Ep.158

Embraer: Defying Gravity

Richard Aboulafia is the Managing Director at AeroDynamic Advisory. We cover where Embraer stands relative to the classic duopoly of Boeing and Airbus, how consolidation of the airline industry has shaped the market for regional jets, and why it's betting big on future growth.

04.10.2024

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Business Breakdowns

Ep.157

Duolingo: Free Speech

Thaiha Nguyen is an Investment Manager on the Positive Change Team at Baillie Gifford. Cubrimos la fascinante historia del fundador de Duolingo, la evolución de su modelo freemium y las perspectivas futuras de la tecnología educativa y el aprendizaje de idiomas.

04.03.2024

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Business Breakdowns

Ep.156

Mitsubishi Corporation: A Japanese Trading Company

Krishna Mohanraj is a Portfolio Manager at Diamond Hill Capital Management. We cover how the rich history of trading houses is ingrained in Japanese culture, why their capital allocation priorities are shifting, and the success of some of Mitsubishi's component operating firms.

03.27.2024

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Business Breakdowns

Ep.155

Intuitive Surgical: Robotic Precision

Joe Thomas is an equity analyst at Ninety One. We cover how Intuitive Surgical's robotic da Vinci system works, the benefits it offers compared to traditional surgical procedures, and where competitive threats are likely to appear in what is still a nascent market.

03.20.2024

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Business Breakdowns

Ep.154

D.R. Horton: Building A New Model

Ed Wachenheim is the Founder of Greenhaven Associates. We cover what D.R. Horton's evolution from real estate business to homebuilder means for its balance sheet, the niche they've built around first-time homebuyers, and what the overall consolidation of the industry looks like.

03.13.2024

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Business Breakdowns

Ep.153

FTX: Inside the Restructuring

Erin Broderick is a restructuring and insolvency specialist at Eversheds Sutherland. We cover the basics of typical bankruptcy proceedings, why the number of parties involved makes the FTX case unique, and what some possible scenarios for recovery look like.

03.11.2024

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Business Breakdowns

Ep.152

CNX Resources: Hit the Gas

James Wilson is a fund manager at Phoenix Asset Management. We cover how CNX has reinvented itself continuously across its 150-year history, why strong cost control and management sets it apart from competitors, and how it might continue to expand via acquisitions in the future.

03.06.2024

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