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 wit...
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Business Breakdowns
Business Breakdowns is a series of conversations with investors and operators diving deep into a single business. For each business, we explore its history, its business model, its competiti...
Episodes
20 of 261 episodes
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...
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...
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 co...
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...
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 tha...
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 w...
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 o...
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...
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 c...
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 imp...
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 s...
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,...
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, a...
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...
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...
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 congl...
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 direct...
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 h...
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 g...