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Hosted by Unknown Host · 🇺🇸 US · EN · 261 episodes
Established thought leaders with verified media credentials.
Learn how companies work from the people who know them best. Each episode dissects a single business - from its origins and model to its financials and competitive edge. Join hosts Matt Reustle and Zack Fuss as they uncover the lessons behind every success story. Learn more at www.joincolossus.com .
Unknown Host hosts Business Breakdowns, a business show with 261 episodes published.
![Applied Intuition: A Billion Intelligent Machines - [Business Breakdowns, EP.248] episode artwork](https://megaphone.imgix.net/podcasts/faf52458-877c-11f1-b4d4-631d108e5c9d/image/3ec86750110652a0e45aef04213222d6.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Today, we are breaking down Applied Intuition. Our guests are co-founders Qasar Younis and Peter Ludwig, who started the company in 2017 with a mission to make a billion machines intelligent. The simplest way to understa
![Toast: Sticky SaaS - [Business Breakdowns, EP.247] episode artwork](https://megaphone.imgix.net/podcasts/25197a00-5b76-11f1-9c11-6fcdb710edc5/image/b8f3db4ca7ffd3c5807c493f9f0ad981.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Today, we are breaking down Toast, a name we have covered before but are revisiting because the story has changed enough to be worth telling again. Most listeners will have tapped a Toast terminal without thinking much a
Today, we are breaking down Auto1, and this is an interesting episode because we are tackling a business that most US listeners will not be familiar with, even though it resembles names they already know well. Our guest
Today, we are breaking down Opendoor, and this is a unique episode. We recorded with Kaz Nejatian, the CEO of Opendoor, shortly after the company reported its first quarter 2026 earnings, and we covered both what is happ
Today, we are breaking down PriceSmart, the membership warehouse club operating across Central America, the Caribbean, and South America. I came away from this episode with a new appreciation for how a single retail conc
Today, we are breaking down Altius Minerals, a Canadian royalty company that stands apart from the precious metals and oil and gas names that usually define the category. 17 people in Newfoundland control royalties over
Today, we are breaking down Givaudan, the Swiss fragrance and flavor giant hiding in plain sight. I came away from this episode with a new way of seeing the world around me. When you learn that a single company is behind
This episode was originally recorded in March 2025. Today, we are breaking down the global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for this episode, and there's a saying tha
This conversation was originally released in February of 2025. We’re replaying this episode because Cognex sits right at the intersection of AI and robotics. As the market focuses more on physical AI and automation in 20
This conversation was originally released in June of 2023. Today we return to the semiconductor value chain with one of the most important companies in modern technology: ASML. The company began life as an unwanted spin-
Today we are breaking down the cybersecurity giant, Cloudflare. Today, Cloudflare controls over 20% of the world’s web traffic, and more impressively, absorbs 2.5mn cyber attacks per second. My guest is Sam Eden, Investo
Today we have a special episode breaking down how investors are using AI. This is a question I get from many of you, and while there is no shortage of content on the implications of AI, I know there's an appetite to lear
Today we are breaking down Games Workshop. This episode is another examination of the business of IP. Whether it's Disney, Electronic Arts, or Nintendo, there are so many businesses built around core IP. And while Games
Today we’re breaking down Databricks, a $130B private company that helps companies collect, store, and process very large amounts of data, and then use that data to run analytics and train machine learning models. Databr
Today we are breaking down Amadeus, the dominant infrastructure powering global travel bookings. If you've used a travel agent or corporate booking system, you've likely interacted with Amadeus's technology—though most o
Today, we are breaking down one of the more impressive B2B media businesses I have come across, Doximity. It's been called “the LinkedIn for doctors.” Jim Jones, partner and analyst at William Blair Asset Management, hel
Today we are breaking down GE Aerospace. We did cover GE several years ago, but that episode focused on Larry Culp's turnaround of the conglomerate. Ramesh Narayanaswamy, co-founder and portfolio manager of Tourbillon Pa
This is Matt Reustle. Today, we are back to talk about increased access to alternative investing. My guest is Josh Clarkson, managing director at Prosek Partners. You may remember that Josh joined us last year in our pri
This is Matt Reustle. Today we are breaking down Robinhood. My guest is Arthur Olson, founding partner at Ravenswood Partners. We get into how Robinhood grew from a mobile-native brokerage idea that faced many challenges
This is Matt Reustle. Today we are breaking down CompoSecure, a company that manufactures premium metal credit cards and payment cards. My guest is Parsa Kiai, Managing Partner at Steamboat Capital. What really made Pars
Tom Walsh
Baillie Gifford
1 appearance on this show
Todd Wenning
Founder and Editor of Flyover Stocks Newsletter · Flyover Stocks
2 appearances on this show
Jim Jones
Singer - Songwriter - Cowboy Poet · William Blair Asset Management
1 appearance on this show
Daniel Wu
AI infrastructure builder · Bristlemoon Capital
1 appearance on this show
Aaron Cohen
head of the Financial Services and Technology Group at GTCR · Gracie's Ice Cream
1 appearance on this show
Chris Davies
former Lib Dem MP for Saddleworth and former MEP for the North West · The Print Show
1 appearance on this show
Matt Fleming
portfolio manager at William Blair · Boyer and Associates
1 appearance on this show
Sean Barrett
Counter Global
2 appearances on this show
Harrison Moot
Sandstone
1 appearance on this show
Kaz Nejatian
Opendoor
1 appearance on this show
Luke Bridgeman
Hosking Partners
1 appearance on this show
Jeremie Fastnacht
Banque de Luxembourg Investments
1 appearance on this show
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Business Breakdowns is hosted by Unknown Host. The show is categorised under Business (investing) and has published 261 episodes.
Business Breakdowns has published 261 episodes.
Business Breakdowns regularly covers Business, Investing. It sits in the Business category, with a investing focus.
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