Colossus | Investing & Business Podcasts · Business

Business Breakdowns

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.

Episodes

A Primer on Space: The Final Frontier - [Business Breakdowns, EP. 19]

28 Jul 2021

55m

Petco: Capturing the Pet Economy - [Business Breakdowns, EP. 18]

21 Jul 2021

39m

Cardlytics: The Ad Platform with Purchasing Power - [Business Breakdowns, EP. 17]

14 Jul 2021

1h 4m

Exxon Mobil: An Aging Energy Empire - [Business Breakdowns, EP. 16]

07 Jul 2021

1h 18m

AI processed

Exxon Mobil, a descendant of John D. Rockefeller’s Standard Oil, represents a century-long legacy of energy dominance that has recently faltered due to poor capital allocation and a rigid, centralized management culture. Long considered a top-tier performer, the company’s returns on capital have regressed to the mean, ...

In this episode of Business Breakdowns, Claire Cormier Thielke interviews Xin Yi Lim, Senior Director for Corporate Development at Pinduoduo, to explore the history, business model, and competitive advantages of the Chinese e-commerce platform. Xin Yi discusses Pinduoduo's origins, growth, and unique social shopping ex...

Invisalign: Patents, Patients, and Profits - [Business Breakdowns, EP. 11]

02 Jun 2021

59m

Wix: The Internet Storefront - [Business Breakdowns, EP. 10]

26 May 2021

48m

Ethereum: Into the Ether - [Business Breakdowns, EP. 09]

19 May 2021

1h 12m

Calm: The Sleeping Giant - [Business Breakdowns, EP. 08]

12 May 2021

56m

Visa: The Original Protocol Business - [Business Breakdowns, EP. 07]

05 May 2021

57m

Twilio: Messaging, Margins, and Markets - [Business Breakdowns, EP. 06]

28 Apr 2021

39m

Cinnabon: The Omnichannel Approach to Indulgence - [Business Breakdowns, EP. 05]

21 Apr 2021

53m

Costco: Relentless Focus on the One Thing - [Business Breakdowns, EP. 04]

14 Apr 2021

41m

AI processed

Costco operates as a subscription-based retail powerhouse, leveraging a membership model that prioritizes customer value over traditional merchandise margins. By maintaining a limited selection of 4,000 SKUs and utilizing bulk packaging, the company achieves extreme operational efficiency and high inventory turnover. T...

Alibaba: A Giant Among Giants - [Business Breakdowns, EP. 03]

09 Apr 2021

47m

AI processed

In this episode of Business Breakdowns, Patrick O'Shaughnessy and guest host Claire Cormier Thielke interview Ram Parameswaran about Alibaba. Ram explains that Alibaba is often misunderstood as simply the "Amazon of China," when in reality, its business model is closer to Google's, monetizing primarily through advertis...

Chipotle: Simplicity as the Recipe for Success - [Business Breakdowns, EP. 02]

07 Apr 2021

47m

Shopify: The E-commerce On-Ramp - [Business Breakdowns, EP. 01]

05 Apr 2021

1h 3m

AI processed

This episode of Business Breakdowns dives into Shopify, exploring its history, business model, competitive advantages, and overall function. Co-hosts Zack Fuss and Patrick O'Shaughnessy interview Alex Danco, who works at Shopify, discussing Shopify's various business units—core, merchant services, ecosystem, and the Sh...