Business Breakdowns

Applied Intuition: A Billion Intelligent Machines - [Business Breakdowns, EP.248]

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 sim...

2026-07-27

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Toast: Sticky SaaS - [Business Breakdowns, EP.247]

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 wit...

2026-05-30

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Auto1: EU-sed Car Marketplace - [Business Breakdowns, EP.246]

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 k...

2026-05-15

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Opendoor: Q1 2026 Earnings - [Business Breakdowns, EP.245]

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 cover...

2026-05-08

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PriceSmart: Central America’s Costco - [Business Breakdowns, EP.244]

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 ...

2026-05-01

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Altius Minerals: Royalty Check - [Business Breakdowns, EP.243]

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 con...

2026-04-24

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Givaudan: The Magic Ingredients - [Business Breakdowns, EP.242]

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 sing...

2026-04-17

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Apollo: Connoisseurs of Complexity - [Business Breakdowns, REPLAY]

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, an...

2026-03-20

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Cognex: Vision Quest - [Business Breakdowns, REPLAY]

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 ...

2026-03-13

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ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY]

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...

2026-03-06

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Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]

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 gu...

2026-02-11

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How Investors are using AI - [Business Breakdowns, EP.240]

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...

2026-02-05

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Games Workshop: The World of Warhammer - [Business Breakdowns, EP.239]

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 ...

2026-01-30

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Databricks: From Data to Decisions - [Business Breakdowns, EP.238]

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 lea...

2026-01-08

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Amadeus: The IT Backbone of Travel - [Business Breakdowns, EP.237]

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 tech...

2025-12-12

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Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236]

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...

2025-12-05

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GE Aerospace: Full Throttle - [Business Breakdowns, EP.235]

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 ma...

2025-11-14

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Alternative Investing: Alts For All - [Business Breakdowns, EP.234]

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...

2025-11-07

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Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233]

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 f...

2025-10-31

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CompoSecure: Heavy Metal - [Business Breakdowns, EP.232]

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. W...

2025-10-24

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