Business Breakdowns
Episodes
Amadeus: The IT Backbone of Travel - [Business Breakdowns, EP.237]
12 Dec 2025
Contributed by Lukas
Today we are breaking down Amadeus, the dominant infrastructure powering global travel bookings. If you've used a travel agent or corporate booking sy...
Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236]
05 Dec 2025
Contributed by Lukas
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...
GE Aerospace: Full Throttle - [Business Breakdowns, EP.235]
14 Nov 2025
Contributed by Lukas
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. ...
Alternative Investing: Alts For All - [Business Breakdowns, EP.234]
07 Nov 2025
Contributed by Lukas
This is Matt Reustle. Today, we are back to talk about increased access to alternative investing. My guest is Josh Clarkson, managing director at P...
Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233]
31 Oct 2025
Contributed by Lukas
This is Matt Reustle. Today we are breaking down Robinhood. My guest is Arthur Olson, founding partner at Ravenswood Partners. We get into how Robinho...
CompoSecure: Heavy Metal - [Business Breakdowns, EP.232]
24 Oct 2025
Contributed by Lukas
This is Matt Reustle. Today we are breaking down CompoSecure, a company that manufactures premium metal credit cards and payment cards. My guest is Pa...
Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]
15 Oct 2025
Contributed by Lukas
This is Matt Reustle. Today, we are breaking down the industrial giant Amphenol. Amphenol pairs two of my favorite business frameworks that are oft...
Media M&A - [Business Breakdowns, EP.230]
09 Oct 2025
Contributed by Lukas
This is Matt Reustle. Today, we are exploring the world of media deals. My guest is Blake Saunders. Blake has been in media investment banking for alm...
Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229]
01 Oct 2025
Contributed by Lukas
This is Zack Fuss. Today, we are breaking down Exor. The origins of Exor date back to the end of the 19th century when Giovanni Agnelli founded the...
WaterBridge: Oil and Water - [Business Breakdowns, EP.228]
24 Sep 2025
Contributed by Lukas
This is Matt Reustle. Today we are breaking down the recent IPO WaterBridge. I am joined by James Davolos from Horizon Kinetics. We start with H...
Mercado Libre: E-commerce Empire - [Business Breakdowns, EP.227]
05 Sep 2025
Contributed by Lukas
This is Matt Reustle. Today we are breaking down the Latam e-commerce Giant, Mercado Libre. My guest is Daniel Wu of Bristlemoon Capital. I wa...
Compass: Real Estate Revolution - [Business Breakdowns, EP.226]
13 Aug 2025
Contributed by Lukas
This is Matt Reustle. Today, we are breaking down the real estate broker Compass. Compass itself is a fascinating business and historically a contr...
PE Perspective on Insurance Brokers - [Business Breakdowns, EP.225]
07 Aug 2025
Contributed by Lukas
This is Matt Reustle. Today's Breakdown caters to both public and private investors alike. My guest is Aaron Cohen, head of the Financial Services ...
CME Group: The House Always Wins - [Business Breakdowns, EP.224]
23 Jul 2025
Contributed by Lukas
This is Matt Reustle and today we are breaking down the Chicago Mercantile Exchange. My guest is Adam Chandler, co-PM at Claremont Global, and toge...
Agilent: Back To The Lab - [Business Breakdowns, EP.223]
16 Jul 2025
Contributed by Lukas
This is Matt Reustle. Today, we are breaking down Agilent. If you aren't familiar with Agilent, it is a $30 billion market cap company at the time ...
Patek Philippe: Watch Perfection - [Business Breakdowns, REPLAY]
09 Jul 2025
Contributed by Lukas
This is Matt Reustle. Today we are replaying our Breakdown of Patek Philippe. You never own a Patek Philippe. You merely watch over it for the next ge...
Alpha In Podcasts? - [Business Breakdowns, EP.222]
02 Jul 2025
Contributed by Lukas
This is Matt Reustle. Today’s episode looks a little different. We are exploring whether podcasts can be a source of investment alpha, sparked by a ...
Nexstar Media: Broadcasting's Biggest Bet - [Business Breakdowns, EP.221]
25 Jun 2025
Contributed by Lukas
This is Zack Fuss. Today, we are breaking down Nexstar Media Group. Nexstar controls more local television stations than any other company in the U...
EQT: Returns at Scale - [Business Breakdowns, EP.220]
18 Jun 2025
Contributed by Lukas
This is Matt Reustle. Today we are breaking down EQT, the Swedish global investment organization. Right off the top, I need to mention our guest to...
UnitedHealth Group: Beyond The Premium - [Business Breakdowns, EP.219]
04 Jun 2025
Contributed by Lukas
This is Zack Fuss. Today, we're tackling a giant in a controversial and incredibly complex industry, UnitedHealth Group. At its recent apex, UNH was a...
Moncler: The Après Playbook - [Business Breakdowns, EP.218]
30 May 2025
Contributed by Lukas
Today we are breaking down Moncler, the high-end outerwear brand. Known for their down jackets and stylized M logo, it’s a mix of style and substa...
Vulcan Materials: Rock On - [Business Breakdowns, REPLAY]
21 May 2025
Contributed by Lukas
Today, we are replaying our Breakdown on Vulcan Materials. Vulcan is America's largest producer of construction aggregates. This includes all of the c...
monday.com: Work Management Software - [Business Breakdowns, EP.217]
13 May 2025
Contributed by Lukas
Today we are breaking down the work management software platform monday.com. Founded in February 2012, today monday.com has a market cap of over $14 b...
Interactive Brokers: Margin Masters - [Business Breakdowns, EP.216]
09 May 2025
Contributed by Lukas
This is Zack Fuss. Today, we are breaking down Interactive Brokers, widely recognized as IBKR. Founded in 1978, Interactive Brokers evolved from a mar...
Chemed: Empire of Care - [Business Breakdowns, EP.215]
01 May 2025
Contributed by Lukas
This is Zack Fuss. Today we are breaking down Chemed. Chemed represents the union of two seemingly distinct businesses: end-of-life healthcare and plu...
Ecolab: Clean Machine - [Business Breakdowns, EP.214]
23 Apr 2025
Contributed by Lukas
Today we are breaking down Ecolab, a global sustainability leader offering water, hygiene, and infection prevention solutions that protect people & th...
Snap-on: Tools of the Trades - [Business Breakdowns, EP.213]
16 Apr 2025
Contributed by Lukas
Today, we explore the world of tools to break down Snap-on. Snap-on has been around for over 100 years and operates with over a $17 billion market cap...
Goosehead: Insuring Coverage - [Business Breakdowns, EP.212]
09 Apr 2025
Contributed by Lukas
Today we are breaking down Goosehead Insurance. I always enjoy hearing about how a new entrant has effectively carved out a niche in a world of incumb...
Compass: Meals for the Masses - [Business Breakdowns, EP.211]
02 Apr 2025
Contributed by Lukas
Today, we are breaking down the food catering giant Compass Group. Whether it's your corporate cafeteria, the food stands at a sporting event, or the ...
EssilorLuxottica: Sight To Behold - [Business Breakdowns, EP.210]
26 Mar 2025
Contributed by Lukas
Today we are breaking down EssilorLuxottica, a global leader in the eyewear industry, formed by the merger of Essilor and Luxottica in 2018. Today the...
Watsco: Air Apparent - [Business Breakdowns, EP.209]
19 Mar 2025
Contributed by Lukas
Today we are breaking down Watsco, the market leader in HVAC distribution with a unique value proposition. If you've ever had an air conditioning issu...
Apollo: Connoisseurs of Complexity - [Business Breakdowns, EP.208]
14 Mar 2025
Contributed by Lukas
Today, we are breaking down the global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for this episode...
Cognex: Vision Quest - [Business Breakdowns, EP.207]
26 Feb 2025
Contributed by Lukas
Today we are breaking down machine vision leader, Cognex. Cognex Corporation is an American manufacturer of machine vision systems, software and senso...
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, REPLAY]
19 Feb 2025
Contributed by Lukas
Today, we are breaking down Rolls-Royce. A fair warning to those expecting to hear about luxury automobiles, that division was split from this busines...
AMETEK: Industrial Excellence - [Business Breakdowns, REPLAY]
12 Feb 2025
Contributed by Lukas
Today, we are replaying one of our favorites, breaking down the industrial conglomerate AMETEK. AMETEK is a great pairing with last week's episode o...
Jack Henry: VMS King - [Business Breakdowns, EP.206]
05 Feb 2025
Contributed by Lukas
Today, we are breaking down Jack Henry. If you're not familiar with it, Mark Leonard of Constellation Software once referred to this business as their...
APi Group: Safety Services at Scale - [Business Breakdowns, EP.205]
29 Jan 2025
Contributed by Lukas
This is Zack Fuss. Today, we are breaking down APi Group, a leading provider of life safety and specialty services to buildings and construction proje...
Kaspi.kz: The Kazakh Super-App - [Business Breakdowns, EP.204]
22 Jan 2025
Contributed by Lukas
This is Zack Fuss. Today, we are breaking down Kaspi, a leading financial technology company based in Kazakhstan best known for its super app. Kaspi p...
Gaming Consoles Part 3: Nintendo - [Business Breakdowns, EP.203]
17 Jan 2025
Contributed by Lukas
Today's episode is the third in our three-part miniseries on video game consoles. Here, we are breaking down Nintendo. Our guest is Ryan O'Connor, the...
Gaming Consoles Part 2: Sony - [Business Breakdowns, EP.202]
15 Jan 2025
Contributed by Lukas
This is the second episode of our multi-part series on the video game console market. If you've yet to listen to Episode One, Sia Kamalie is the found...
Gaming Consoles Part 1: The Thesis - [Business Breakdowns, EP.201]
15 Jan 2025
Contributed by Lukas
Today's episode is the first in a multi-part series on the video game console market. Our guest is Sia Kamalie, the founder and fund manager at Skycat...
Arm: The Silicon Blueprint - [Business Breakdowns, EP.200]
08 Jan 2025
Contributed by Lukas
This is Zack Fuss. Today, we're breaking down Arm Holdings. Arm designs the architecture powering billions of devices, from smartphones and data cente...
Kering: It’s Gucci - [Business Breakdowns, EP.199]
01 Jan 2025
Contributed by Lukas
Today, we are breaking down the global luxury group Kering. You know Kering from its brands Gucci, YSL, Bottega Veneta, Balenciaga, and the list goes ...
2024 Anecdotes to Remember - [Business Breakdowns, EP.198]
27 Dec 2024
Contributed by Lukas
Today we have a special year-end episode of Business Breakdowns, running through some of the best ideas that were featured on the podcast. The goal of...
FilterBuy: Fresh Air - [Business Breakdowns, EP.197]
23 Dec 2024
Contributed by Lukas
Today we‘re breaking down FilterBuy. From time to time, I come across a compelling founder who is willing to cover everything about their business a...
Inditex: Fast Fashion - [Business Breakdowns, EP.196]
18 Dec 2024
Contributed by Lukas
Today we are covering the world of fast fashion. If you don't know the name Inditex, you certainly know Zara, the core business inside Inditex. My gue...
Alternative Lending in Real Estate - [Business Breakdowns, EP.195]
11 Dec 2024
Contributed by Lukas
Today we are breaking down commercial real estate lending with Josh Zegen, co-founder and managing principal of Madison Realty Capital. Josh and his...
SpaceX: Rocket Ship - [Business Breakdowns, EP.194]
04 Dec 2024
Contributed by Lukas
Today we are breaking down SpaceX. Luke Ward from Baillie Gifford was the perfect match for this episode, as he and his team first invested in SpaceX ...
Investing in Venture Secondaries - [Business Breakdowns, EP.193]
27 Nov 2024
Contributed by Lukas
Today, we are covering the increasingly thematic market of venture secondaries. My guest is Ravi Viswanathan, founder and managing partner of NewView ...
Informa: Where Industries Meet - [Business Breakdowns, EP.192]
20 Nov 2024
Contributed by Lukas
Today we are breaking down Informa. At its core Informa is a live events business headquartered in the UK. While media conversations often revolve aro...
Fastenal: A Nuts & Bolts Success Story - [Business Breakdowns, EP.191]
13 Nov 2024
Contributed by Lukas
This is Zack Fuss. Today we're breaking down Fastenal. Starting as a small fastener retailer in Minnesota, the company has evolved into a mission-crit...
Demographics Driving Real Estate - [Business Breakdowns, EP.190]
06 Nov 2024
Contributed by Lukas
Today, my guest is Fernando De Leon, founder of Leon Capital Group. Fernando operates 14 different businesses under the Leon Capital umbrella, which v...
Merck & Co: Blockbuster Drugs - [Business Breakdowns, EP.189]
30 Oct 2024
Contributed by Lukas
This is Zack Fuss. Today we are breaking down Merck, one of the world's largest and oldest pharmaceutical companies. The company has been shaping medi...
American Tower: Signals and Stability - [Business Breakdowns, EP.188]
25 Oct 2024
Contributed by Lukas
Today we are breaking down American Tower: the REIT, the communications giant, and the infrastructure asset. To break down American Tower I'm joined b...
AIG: Rise, Fall, and Rebirth - [Business Breakdowns, EP.187]
16 Oct 2024
Contributed by Lukas
Today, we are breaking down the insurance giant AIG. AIG's story is one of a remarkable turnaround, a tale of a global insurance giant emerging from n...
Gregorys Coffee: From Bean to Dream - [Business Breakdowns, EP.186]
09 Oct 2024
Contributed by Lukas
Today we are getting into the world of coffee with Gregory Zamfotis, the founder of Gregorys Coffee. We breakdown the New York City born coffee chain ...
Going Activist in Japan - [Business Breakdowns, EP.185]
02 Oct 2024
Contributed by Lukas
Today, we are covering what might be the most interesting investment strategy I've come across in a long time: activism in Japan. In this episode, I t...
RTW: Investing across Healthcare - [Business Breakdowns, EP.184]
27 Sep 2024
Contributed by Lukas
Today we are breaking down healthcare, one of the most impactful sectors in the world, yet one of the most unique for investors. My guests are Rod Wo...
Sherwin-Williams: Brushstrokes of Success - [Business Breakdowns, EP.183]
18 Sep 2024
Contributed by Lukas
Today we are breaking down the paint giant Sherwin-Williams. Founded in 1866, Sherwin Williams is a great example of a company where everyday consumer...
Rakuten: Rewiring Japan's Digital Economy - [Business Breakdowns, EP.182]
11 Sep 2024
Contributed by Lukas
Today, we are breaking down the Japanese internet conglomerate Rakuten. I'm joined by Matt Brett, the lead manager of the Japan Trust at Baillie Giffo...
Renishaw: The Precision Pioneers - [Business Breakdowns, EP.181]
04 Sep 2024
Contributed by Lukas
Today, we are breaking down Renishaw, a leading supplier of measuring and manufacturing systems, specifically focused on accuracy and precision. What ...
3i Group: Capital in Action - [Business Breakdowns, EP.180]
28 Aug 2024
Contributed by Lukas
Today we are breaking down the publicly traded investment company 3i. You may think if you've seen one publicly traded investment vehicle, you've seen...
5 Handpicked Highlights - [Business Breakdowns, EP.179]
21 Aug 2024
Contributed by Lukas
This is Matt Reustle. We're coming up on 200 episodes of Business Breakdowns, and one of the best things about hosting this show is that while each ep...
Graco: Mastering The Flow - [Business Breakdowns, EP.178]
14 Aug 2024
Contributed by Lukas
This is Jesse Pujji. Today, we're breaking down Graco, a leading manufacturer of fluid handling equipment and industrial products. Graco was founded i...
Siemens Energy: Winds of Change - [Business Breakdowns, EP.177]
07 Aug 2024
Contributed by Lukas
I'm Zack Fuss and today we are breaking down Siemens Energy, a spinoff from industrial giant Siemens. Siemens Energy operates across the entire energy...
Olympic Games: The Price of Glory - [Business Breakdowns, EP.176]
31 Jul 2024
Contributed by Lukas
Today we are diving into the economics of the Olympics. It's a timely episode with the Paris Games ongoing right now and the economic reality for host...
Axon: Stunning The Competition - [Business Breakdowns, EP.175]
24 Jul 2024
Contributed by Lukas
Today, we are breaking down Axon Enterprise. You may know Axon as the pioneer of the taser. The business has truly evolved over the years and now has ...
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, EP.174]
17 Jul 2024
Contributed by Lukas
Today, we are breaking down Rolls-Royce. A fair warning to those expecting to hear about luxury automobiles, that division was split from this busines...
Cintas: Rags to Riches - [Business Breakdowns, EP.173]
10 Jul 2024
Contributed by Lukas
This is Zack Fuss. Today, we are breaking down Cintas Corporation. It is America's largest uniform rental company, and for around $1.50 per worker pe...
Mineral Resources: Unearthing Value - [Business Breakdowns, EP.172]
03 Jul 2024
Contributed by Lukas
This is Matt Reustle. Today, we are breaking down Mineral Resources. Even if you've had some bad experiences investing in commodities, I would not ski...
Motorola Solutions: From Zero to Hero - [Business Breakdowns, EP.171]
26 Jun 2024
Contributed by Lukas
Today, we are breaking down Motorola Solutions. This breakdown is a fascinating story of brand versus business, as Motorola was a mainstay on Interbra...
The Marina Industry: Building Moats, Storing Boats - [Business Breakdowns, EP.170]
19 Jun 2024
Contributed by Lukas
This is Zack Fuss. Today, we are breaking down the U.S. Marina Industry. In the U.S. there are more than 11,000 marinas, grossing over $6 billion in s...
Coupang: Korean E-Commerce Craze - [Business Breakdowns, EP.169]
12 Jun 2024
Contributed by Lukas
Today, we are breaking down the South Korean e-commerce giant Coupang. If we ran through the taxonomy of investor interests, this Coupang conversation...
Lifco: Dentistry, Demolition, and Decentralization - [Business Breakdowns, EP.168]
05 Jun 2024
Contributed by Lukas
This is Zack Fuss. Today we are breaking down Lifco, a Swedish conglomerate recognized amongst a group of notable Scandinavian serial acquirers. Lifco...
CHIPS Act: Securing Semiconductor Supply - [Business Breakdowns, EP.167]
31 May 2024
Contributed by Lukas
We have a special episode today, breaking down the CHIPS Act. We've covered the semiconductor space in depth on Business Breakdowns, but in this conve...
InterDigital: Setting Wireless Standards - [Business Breakdowns, EP.166]
29 May 2024
Contributed by Lukas
Today we are breaking down InterDigital, a really interesting business that sits completely under the radar for most investors. InterDigital has the f...
Bajaj Finance: Strategies of a Lending Giant - [Business Breakdowns, EP.165]
22 May 2024
Contributed by Lukas
Today, we break down India's largest non-banking financial company, Bajaj Finance. Bajaj has a market cap of over $50 billion, which can largely be at...
The Evolution of Private Credit: Part 2 - [Business Breakdowns, EP.164]
15 May 2024
Contributed by Lukas
Welcome back for part two of this business breakdown on the private credit markets. I am now joined by Josh Clarkson, managing director at Prosek Part...
The Evolution of Private Credit - [Business Breakdowns, EP.163]
15 May 2024
Contributed by Lukas
Today, we have a special two-part episode on private credit. In 2023, the global private credit market topped $2.1 trillion in assets and committed ca...
British American Tobacco: Clearing the Air - [Business Breakdowns, EP.162]
08 May 2024
Contributed by Lukas
Today, we are breaking down British American Tobacco. Regardless of your views on tobacco as a product, the market is one of the oldest in the world. ...
AMETEK: Industrial Excellence - [Business Breakdowns, EP.161]
01 May 2024
Contributed by Lukas
Today, we cover the industrial conglomerate AMETEK. This is one of eight companies that Mark Leonard and his team at Constellation Software studied as...
Gartner: Compound Insights - [Business Breakdowns, EP.160]
24 Apr 2024
Contributed by Lukas
Today, we're covering a behemoth in the research market, Gartner. Executives are willing to pay up to $30,000 for reports and $50,000+ for full subsc...
Winmark: Resale at Scale - [Business Breakdowns, EP.159]
17 Apr 2024
Contributed by Lukas
This is Matt Reustle. Today, we break down Winmark, a major player in the reseller economy. You're likely familiar with some of Winmark’s brands, li...
Embraer: Defying Gravity - [Business Breakdowns, EP.158]
10 Apr 2024
Contributed by Lukas
This is Matt Reustle. We are back in the world of aviation today, breaking down Embraer. Embraer has carved out an interesting niche, manufacturing re...
Boeing (REPLAY): Turbulent Times - [Business Breakdowns]
08 Apr 2024
Contributed by Lukas
Today we’re replaying our Breakdown on Boeing, hosted by Zack Fuss. We recorded the episode in September before the mid-air blowout on a Boeing 737 ...
Duolingo: Free Speech - [Business Breakdowns, EP.157]
03 Apr 2024
Contributed by Lukas
This is Matt Reustle. Today we are breaking down Duolingo, the learning app built on language learning that is increasingly expanding into other terri...
Mitsubishi Corporation: A Japanese Trading Company - [Business Breakdowns, EP.156]
27 Mar 2024
Contributed by Lukas
This is Zack Fuss. Today we are breaking down the Mitsubishi Corporation. In Japan, the business model of a trading company is prominent. The big five...
Intuitive Surgical: Robotic Precision - [Business Breakdowns, EP.155]
20 Mar 2024
Contributed by Lukas
Today, we are breaking down a giant in the medical device space, Intuitive Surgical. Intuitive creates robotic products to assist minimally invasive s...
D.R. Horton: Building a New Model - [Business Breakdowns, EP.154]
13 Mar 2024
Contributed by Lukas
This is Matt Reustle. Today, we are breaking down D.R. Horton, America’s largest homebuilder. Our guest is Ed Wachenheim, Founder of Greenhaven Asso...
FTX: Inside the Restructuring - [Business Breakdowns, EP.153]
11 Mar 2024
Contributed by Lukas
This is Matt Reustle. Today we are releasing a bonus episode of Breakdowns. While we typically love to cover businesses, this was an interesting oppor...
CNX Resources: Hit the Gas - [Business Breakdowns, EP.152]
06 Mar 2024
Contributed by Lukas
This is Matt Reustle. Today, we are going into the land of oil and gas to break down CNX. The history of CNX dates back over 150 years. When it comes ...
Vulcan Materials: Rock On - [Business Breakdowns, EP.151]
28 Feb 2024
Contributed by Lukas
This is Matt Reustle. Today, we are breaking down Vulcan Materials. Vulcan is America's largest producer of construction aggregates. This includes all...
HEICO: Parts for Planes - [Business Breakdowns, EP.150]
21 Feb 2024
Contributed by Lukas
This is Matt Reustle. Today we are breaking down HEICO. HEICO is an aerospace business, most notably operating in the aircraft parts and repairs marke...
Intel: Cyclical Recovery or Secular Demise? - [Business Breakdowns, EP.149]
14 Feb 2024
Contributed by Lukas
This is Matt Reustle. Today, we are breaking down Intel. In the late 80s, a newly appointed CEO, Andy Grove, pivoted to exit memory chips and focus o...
Arthur J. Gallagher: Insurance Broking - [Business Breakdowns, EP.148]
07 Feb 2024
Contributed by Lukas
I'm Zack Fuss. Today we're breaking down Arthur J. Gallagher, a global insurance brokerage. AJG was established in 1927 by Arthur James Gallagher and...
Samsung: Semiconductors over Smartphones - [Business Breakdowns, EP.147]
31 Jan 2024
Contributed by Lukas
This is Matt Reustle. Today, we are breaking down the technology conglomerate Samsung. Only Apple, Microsoft, Google, and Amazon ranked higher than Sa...
Patek Philippe: Watch Perfection - [Business Breakdowns, EP.146]
24 Jan 2024
Contributed by Lukas
You never own a Patek Philippe, you merely watch over it for the next generation. I'll say it's the best marketing campaign in history, a campaign app...
Rolex: Timeless Excellence - [Business Breakdowns, Forever Episode]
22 Jan 2024
Contributed by Lukas
Today, we're running our Business Breakdown on Rolex. This episode of Rolex is one of our most popular breakdowns of all time, so it's always worth re...
Visma: Mission Critical European Software - [Business Breakdowns, EP.145]
17 Jan 2024
Contributed by Lukas
This is Zack Fuss. Today we are breaking down the largest privately-owned software business in Europe, Visma. Visma is a software company with over ...
Trane Technologies: Hot and Cold - [Business Breakdowns, EP.144]
10 Jan 2024
Contributed by Lukas
This is Matt Reustle. Today we venture into the world of HVAC to break down Trane Technologies. Now, it's not often that I come across an industrial c...