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.136

The Coca-Cola Company

Freddie Lait is the Founder and Managing Partner at Latitude Investment Management. We cover Coca-Cola's brand dominance, how its bottling network creates a sustainable distribution moat, and what its innovation pipeline means for the future of beverages.

11.15.2023

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Business Breakdowns

Ep.135

FedEx: Anytime, Anywhere

Staley Cates is the Vice Chairman of Southeastern Asset Management. We cover the history of FedEx and its famous founder, how it integrates seamlessly with eCommerce and the Postal Service, and how to accurately compare its margins and valuation to competitors.

11.08.2023

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Business Breakdowns

Ep.134

Databricks: Data Based Decisions

Yanev Suissa is the founder of SineWave Ventures and an early investor in Databricks. We cover the major nuances of working with structured versus unstructured data, how legacy data businesses are being displaced by nimbler solutions, and the democratizing effect of LLMs and AI.

11.01.2023

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Business Breakdowns

Ep.133

Match Group: Swipe Right

George Hadjia is the founder of Bristlemoon Capital. We cover the history and major players of the dating app industry, how the company monetizes its power users, and why it has become a battleground stock.

10.25.2023

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Business Breakdowns

Ep.132

Olin: Chemistry and Cash Flow

Yinan Zhao is a Principal at Pzena Investment Management. We cover the chemical processes behind the manufacture of Olin's industrial chemicals, the downstream uses of these in everyday products, and how Olin's low-cost structure boosts margins and insulates against cyclicality.

10.18.2023

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Business Breakdowns

Ep.131

WEX: Fleet Cards

Mark Tomasovic is a principal at Energize Ventures. We cover the history and value proposition of the fleet card model, what WEX has in common with marketplaces, and the impact of EV charging infrastructure CapEx on its business.

10.13.2023

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Business Breakdowns

Ep.130

Equifax: Your Score & More

Mo Spolan is an analyst at Weitz Investments. We cover Equifax's long history as a credit reporting bureau, the competitive dynamics and pricing structure of the industry, and why its employee verification tool is now its crown jewel.

10.04.2023

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Business Breakdowns

Ep.129

Boeing: Turbulent Times

Jon Ostrower is the founder and editor-in-chief of The Air Current. We cover Boeing's legendary history and recent challenges, what it takes to develop and build new planes, and what commercial aviation might look like in the future.

09.27.2023

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Business Breakdowns

Ep.128

Kingspan: Influential Irish Insulation

Nick Griffin is the Founding Partner and CIO of Munro Partners. We cover the role of insulation panels in construction, how Kingspan's products help achieve energy efficiency targets, the company's strategy of growth through acquisitions.

09.13.2023

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Business Breakdowns

Ep.127

Padel: Causing A Racket

Alan Flatt is the CEO and President of EEP Capital. We cover what makes Padel an attractive sport for both players and investors, the economics of its clubs and leagues, and whether its recent growth is sustainable over the long-term.

09.06.2023

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