Business Breakdowns

Live Oak: The Small Business Bank - [Business Breakdowns, EP.143]

03 Jan 2024

Contributed by Lukas

This is Matt Reustle. Today we are breaking down Live Oak Bank. Our guest is Stephen Vafier, the Founder of Storri Labs Capital Partners. Live Oak is...

Moody’s: Aaa Business Model - [Business Breakdowns, EP.142]

27 Dec 2023

Contributed by Lukas

This is Zack Fuss. Today we are breaking down Moody's Corporation. Moody's was founded by John Moody in 1909 with the idea of broadening access to cr...

Pernod Ricard: Luxury Liquor - [Business Breakdowns, EP.141]

20 Dec 2023

Contributed by Lukas

This is Zack Fuss. Today, we are breaking down Pernod Ricard, a business whose history dates back to 1797. Today, the business is the second-largest g...

Ferrari: Magic from Maranello - [Business Breakdowns, EP.140]

13 Dec 2023

Contributed by Lukas

This is Dom Cooke. Today we are breaking down Ferrari. Ferrari was founded in 1929 as a race team by Italian driver, Enzo Ferrari, but it wasn’t unt...

Charter Communications: Cable Cash Flows - [Business Breakdowns, EP. 139]

06 Dec 2023

Contributed by Lukas

This is Matt Reustle. Today we are breaking down the cable giant Charter Communications. Tony Coniaris and John Sitarz of Harris Associates join us fo...

Vistra Corp: Full Stack Energy Provider - [Business Breakdowns, EP.138]

29 Nov 2023

Contributed by Lukas

This is Zack Fuss. Today we are breaking down Vistra Corp. Vistra is an integrated retail electricity and power generation company. The company, throu...

Entegris: Solutions for Semiconductors - [Business Breakdowns, EP.137]

22 Nov 2023

Contributed by Lukas

This is Matt Reustle. Today we are breaking down Entegris, a supplier of advanced materials and process solutions for semiconductors. Small interferen...

The Coca-Cola Company - [Business Breakdowns, EP.136]

15 Nov 2023

Contributed by Lukas

This is Zack Fuss. Today we are breaking down The Coca-Cola Company. On May 8th, 1886, Dr. John Pemberton brought this perfected syrup to Jacobs Phar...

FedEx: Anytime, Anywhere - [Business Breakdowns, EP.135]

08 Nov 2023

Contributed by Lukas

Today we are breaking down FedEx. FedEx has a more direct impact on the U.S. economy than 99.9% of U.S. businesses - an actual statistic from Dun & Br...

Databricks: Data Based Decisions - [Business Breakdowns, EP.134]

01 Nov 2023

Contributed by Lukas

This is Zack Fuss. Today I am joined by Yanev Suissa, Managing Partner at SineWave Ventures, to break down the private company Databricks. Born out of...

Match Group: The Business Behind Tinder - [Business Breakdowns, EP.133]

25 Oct 2023

Contributed by Lukas

This is Matt Reustle and today we are breaking down the giant of online dating. Even if you found love the old-fashioned way, you're likely familiar w...

Olin: Chemistry and Cash Flows - [Business Breakdowns, EP.132]

18 Oct 2023

Contributed by Lukas

This is Matt Reustle and today we are breaking down Olin Corporation. Olin is a key player in industrial chemicals but many of those chemicals are use...

WEX: Fleet Cards - [Business Breakdowns, EP.131]

13 Oct 2023

Contributed by Lukas

This is Matt Reustle and today we are breaking down WEX, a big fish in a less known pond. WEX is a leader in the fleet card market - they offer trucki...

Equifax: Your Score & More - [Business Breakdowns, EP.130]

04 Oct 2023

Contributed by Lukas

This is Matt Reustle and today we are breaking down the data services giant, Equifax. Experian, TransUnion, and Equifax have built this fascinating ol...

Boeing: Turbulent Times - [Business Breakdowns, EP.129]

27 Sep 2023

Contributed by Lukas

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Boeing. Founded in Seattle in 1916 by William Boeing, the company ha...

Kingspan: Influential Irish Insulation - [Business Breakdowns, EP.128]

13 Sep 2023

Contributed by Lukas

This is Dom Cooke and today we’re breaking down an Irish business that has become the global leader in insulation products for buildings. Founded in...

Padel: Causing a Racket - [Business Breakdowns, EP.127]

06 Sep 2023

Contributed by Lukas

This is Dom Cooke and today’s breakdown is a little different. Last week we looked at the most popular sport in the world in Football. Today, we bre...

The Business of Football - [Business Breakdowns, EP.126]

30 Aug 2023

Contributed by Lukas

This is Dom Cooke and today we’re breaking down the business behind the most popular sport in the world, Football or Soccer. It’s a vast market. 3...

Casey’s General Stores: Fueling Convenience - [Business Breakdowns, EP.125]

23 Aug 2023

Contributed by Lukas

Today we are going into the land of convenience stores to break down Casey's General Stores. Casey's currently operates in 16 states in the Midwest an...

Take-Two Interactive: GTA and NBA 2K - [Business Breakdowns, EP.124]

16 Aug 2023

Contributed by Lukas

This is Matt Reustle and today we are breaking down Take-Two Interactive Software. If you listened to our Business Breakdown on Electronic Arts, Take ...

Nubank: David vs Goliaths - [Business Breakdowns, EP.123]

09 Aug 2023

Contributed by Lukas

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Nubank. The Brazilian-based neobank has gone from nothing to extraor...

Argenx: Changing Lives with Llamas - [Business Breakdowns, EP.122]

02 Aug 2023

Contributed by Lukas

This is Zack Fuss, an investor at Irenic Capital. Today, we're breaking down Argenx, an immunology company founded in 2008 by its three founding partn...

Copart: The Car Undertaker - [Business Breakdowns, EP.121]

26 Jul 2023

Contributed by Lukas

This is Matt Reustle and today we are breaking down the vehicle auction giant, Copart. You may be unfamiliar with Copart but, at the time of this reco...

Lululemon Athletica: The Athleisure Leader - [Business Breakdowns, EP.120]

19 Jul 2023

Contributed by Lukas

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Lululemon Athletica. The Canadian company, founded by Chip Wilson in...

Toast: The Restaurant Operating System - [Business Breakdowns, EP.119]

12 Jul 2023

Contributed by Lukas

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down the vertical market software business, Toast. Toast is a software pl...

Applied Materials: Sanding Atoms - [Business Breakdowns, EP.118]

05 Jul 2023

Contributed by Lukas

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down the biggest manufacturer of chip making equipment in the world, Appl...

ASML: Competing with Moore’s Law - [Business Breakdowns, EP.117]

28 Jun 2023

Contributed by Lukas

This is Matt Reustle and today we are back covering the semiconductor value chain. ASML was once a forgotten subsidiary of Philips. Today, it's one of...

Roku: One Stop Streaming Shop - [Business Breakdowns, EP.116]

21 Jun 2023

Contributed by Lukas

This is Jesse Pujji and today we are breaking down Roku. With all the hype about social media and smartphones, it’s easy to forget that the average ...

Mobile Gaming: A Freemium Economy - [Business Breakdowns, EP.115]

14 Jun 2023

Contributed by Lukas

This is Matt Reustle and today we are breaking down the mobile gaming industry. It was several months ago that I was reading an industry report for ou...

First Citizens Bank: The Bank Buyers - [Business Breakdowns, EP.114]

07 Jun 2023

Contributed by Lukas

This is Matt Reustle and today we are breaking down First Citizens Bank. I'm joined by investors with plenty of experience investing in banks - Bill N...

PayPal: A Digital Money Marketplace - [Business Breakdowns, EP.113]

31 May 2023

Contributed by Lukas

This is Dom Cooke and today we’re breaking down PayPal. PayPal has been at the forefront of digital payments since the early days of the internet. F...

Restoration Hardware: Climbing the Luxury Mountain - [Business Breakdowns, EP.112]

24 May 2023

Contributed by Lukas

This is Matt Reustle and today we are breaking down Restoration Hardware. The average person would call RH a furniture company but RH is a company whe...

FICO: A High Score Business - [Business Breakdowns, EP.111]

17 May 2023

Contributed by Lukas

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Fair Isaac Corporation, commonly known as FICO. FICO is best known f...

FC Bayern Munich: The Best Run Club in Football - [Business Breakdowns, EP. 110]

10 May 2023

Contributed by Lukas

This is Dom Cooke and today we’re breaking down Bayern Munich. Bayern is Germany’s most successful football club and one of the world’s biggest....

MTN Group: Connecting Africa - [Business Breakdowns, EP.109]

03 May 2023

Contributed by Lukas

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down MTN Group. MTN is the largest mobile network operator in Africa and ...

Roper Technologies: Industrial Titan to Software Giant - [Business Breakdowns, EP. 108]

26 Apr 2023

Contributed by Lukas

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Roper Technologies. Roper is a fascinating case study in how an old ...

Dolby Laboratories: The Sound Standard - [Business Breakdowns, EP. 107]

19 Apr 2023

Contributed by Lukas

This is Matt Reustle and today we are breaking down Dolby Labs. Our favorite Breakdowns are those businesses, which are widely known but barely unders...

Electronic Arts: FIFA, The Sims, Madden and More - [Business Breakdowns, EP. 106]

12 Apr 2023

Contributed by Lukas

This is Matt Reustle and today we are breaking down the iconic video game publisher, Electronic Arts. EA’s corporate history dates back to the 1980s...

Titan: A Golden Case in Indian Retail - [Business Breakdowns, EP. 105]

05 Apr 2023

Contributed by Lukas

Today we’re breaking down India’s largest jewelry business, Titan. Titan began life as a watchmaker in 1984 through a joint venture between India’...

The National Basketball Association - [Business Breakdowns, EP. 104]

31 Mar 2023

Contributed by Lukas

This is Matt Reustle and today we are breaking down the National Basketball Association. The NBA topped $10bn in revenue last season, in line with MLB...

Jim Chanos: A Short Thesis on Data Centers - [Business Breakdowns, EP. 103]

29 Mar 2023

Contributed by Lukas

Compound248 is back to host another episode of Business Breakdowns. His most recent podcasts have focused on digital infrastructure and today we conti...

Markel: Playing The Long Game - [Business Breakdowns, EP. 102]

22 Mar 2023

Contributed by Lukas

Today, we’re breaking down Markel. Markel is an insurance and investing business. It shares the same operating structure as Berkshire Hathaway in th...

The Walt Disney Company: An Entertainment Empire - [Business Breakdowns, EP. 101]

15 Mar 2023

Contributed by Lukas

This is Jesse Pujji and today we’re breaking down The Walt Disney Company. Disney needs no introduction. We have all interacted with the entertainme...

IPL: The World’s Fastest Growing Sports League - [Business Breakdowns, EP. 100]

08 Mar 2023

Contributed by Lukas

Today we are breaking down the world’s fastest-growing sports league, The Indian Premier League. The Indian Premier League, often shortened to IPL, ...

Wise: Moving Money Around the World - [Business Breakdowns, EP. 99]

01 Mar 2023

Contributed by Lukas

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Wise. Wise helps individuals and small businesses move money across ...

Ryanair: Low Cost Obsessed - [Business Breakdowns, EP. 98]

22 Feb 2023

Contributed by Lukas

This is Matt Reustle and today we are breaking down Europe's largest airline, Ryanair. As we do more breakdowns, we start to look for patterns of succ...

Constellation Software: Principled, Profitable, Permanent - [Business Breakdowns, EP. 97]

16 Feb 2023

Contributed by Lukas

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Constellation Software. Constellation is a conglomerate which owns m...

The Business of Sport: NFL, F1, PGA Tour - [Business Breakdowns, EP. 96]

08 Feb 2023

Contributed by Lukas

This is Dom Cooke and this week is a little different. It’s Super Bowl week and to get in the mood, we’re doing a sports special as we break down ...

Qualcomm: Making Smartphones Smart - [Business Breakdowns, EP. 95]

01 Feb 2023

Contributed by Lukas

This is Zack Fuss, an investor at Irenic Capital, and today we're breaking down Qualcomm. When you think of semiconductors, Qualcomm isn’t necessari...

Orangetheory Fitness: A Franchise HIIT - [Business Breakdowns, EP. 94]

27 Jan 2023

Contributed by Lukas

This is Matt Reustle and today we are breaking down the fitness franchise, Orangetheory. I have wanted to do a deep-dive on franchising for a while no...

WeChat: China’s Operating System - [Business Breakdowns, EP. 93]

18 Jan 2023

Contributed by Lukas

Today, we’re breaking down one of the most important apps in the world, WeChat. WeChat is the default operating system for life and business in Chin...

Hermès: The Luxury Icon - [Business Breakdowns, EP. 92]

11 Jan 2023

Contributed by Lukas

Today’s breakdown has been at the top of our to-do list since the show started. There are few brands as strong as this one and the way the Dumas fam...

L’Oreal: Because You’re Worth It - [Business Breakdowns, EP. 91]

04 Jan 2023

Contributed by Lukas

This is Matt Reustle, and today we are breaking down the personal care giant, L'Oreal. Founded in the early 1900s by a French chemist, L'Oreal and its...

Carbon Reduction: Changing Business Practices - [Business Breakdowns, EP. 90]

28 Dec 2022

Contributed by Lukas

This week is the second half of our mini-series on the two major levers to reduce the impact of climate change. Last week, we covered Carbon Removal w...

Carbon Removal: A Primer - [Business Breakdowns, EP. 89]

21 Dec 2022

Contributed by Lukas

This week and next week we will break down the two biggest levers we have in the fight against climate change. Carbon reduction and carbon removal. To...

Shiprocket - Enabling Ecommerce in India - [Return on India, EP.03]

18 Dec 2022

Contributed by Lukas

Today, we are running a bonus Business Breakdown borrowed from the newest Colossus series, Return on India. Saahil Goel, founder of Shiprocket, joins ...

DoorDash: Looking for Profitable Routes - [Business Breakdowns, EP. 88]

14 Dec 2022

Contributed by Lukas

This is Zack Fuss, an investor at Irenic Capital. Today, I’m joined by Matt Newberg of HNGRY to help us break down DoorDash, the popular food deliv...

Floor & Decor: Raising the Floor - [Business Breakdowns, EP. 87]

07 Dec 2022

Contributed by Lukas

This is Matt Reustle, and today we are breaking down the specialty retailer, Floor & Decor. Now prior to this Breakdown, I cannot say that I thought m...

Netflix: The Original - [Business Breakdowns, EP. 86]

30 Nov 2022

Contributed by Lukas

This is Jesse Pujji and today we're breaking down Netflix, the pioneer in entertainment streaming. Founded in 1997, Netflix has evolved over the years...

Brookfield Asset Management: Alternative Cash Flows - [Business Breakdowns, EP. 85]

25 Nov 2022

Contributed by Lukas

This is Matt Reustle and today we are breaking down the giant alternative asset manager, Brookfield. Today Brookfield boasts $750bn in assets under ma...

Harvard Business Publishing: A Case Study - [Business Breakdowns, EP. 84]

16 Nov 2022

Contributed by Lukas

This is Dom Cooke and today we’re breaking down Harvard Business Publishing. The media arm of Harvard’s world-famous business school was founded i...

Vanguard: The Alpha Disrupter - [Business Breakdowns, EP. 83]

09 Nov 2022

Contributed by Lukas

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Vanguard. Vanguard and its founder, Jack Bogle, have ushered in an e...

The Home Depot: The Pro Builder’s Choice - [Business Breakdowns, EP. 81]

02 Nov 2022

Contributed by Lukas

This is Matt Reustle and today we are breaking down the home improvement giant, The Home Depot. In the US, The Home Depot is a key ingredient to a nic...

Cameo: Monetizing Fame - [Business Breakdowns, EP. 80]

26 Oct 2022

Contributed by Lukas

This is Jesse Pujji and today we’re breaking down Cameo, a video-sharing marketplace where you can buy personalized videos from your favorite celebr...

Archaea Energy: Turning Pollution into Profit - [Business Breakdowns, EP. 79]

19 Oct 2022

Contributed by Lukas

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Archaea Energy. Archaea is one of the largest and fastest growing pr...

Spotter: Funding YouTube Creators - [Business Breakdowns, EP. 78]

12 Oct 2022

Contributed by Lukas

Today’s Breakdown is a little different. For one, I’m Ali Hamed, an investor at Crossbeam and CoVenture, and I’ll be your host. Secondly, in thi...

Intuit: An Operating System for Small Businesses - [Business Breakdowns, EP. 77]

05 Oct 2022

Contributed by Lukas

This is Zack Fuss, an investor at Irenic Capital, and today we are breaking down Intuit. Started by a former Procter & Gamble employee in 1983, Intuit...

Trader Joe’s: Grocer to the Overeducated and Underpaid - [Business Breakdowns, EP. 76]

28 Sep 2022

Contributed by Lukas

This is Zack Fuss, an investor at Irenic Capital and today we are breaking down Trader Joe’s. Trader Joe’s is not a typical grocery chain. Their s...

Polaroid: The Genius of Edwin Land - [Business Breakdowns, EP. 75]

21 Sep 2022

Contributed by Lukas

Today we are breaking down Polaroid. For 30 years, Polaroid monopolized the instant photography industry, producing one Nobel-caliber breakthrough aft...

General Electric: Lessons from the Rise and Fall - [Business Breakdowns, EP. 74]

15 Sep 2022

Contributed by Lukas

This is Matt Reustle and today we are breaking down the historic General Electric. Honestly, approaching this episode was a unique challenge. Today’...

AMD: How Chips Are Changing - [Business Breakdowns, EP. 73]

07 Sep 2022

Contributed by Lukas

Today, we’re breaking down a global semiconductor company known as AMD. AMD isn’t the biggest and hasn’t always been the best chip maker in the ...

CrowdStrike: Cyber SaaS - [Business Breakdowns, EP. 72]

01 Sep 2022

Contributed by Lukas

This is Jesse Pujji and today we are breaking down CrowdStrike, the cybersecurity provider. Founded in 2011 by George Kurtz, the former CTO of McAfee,...

Atlas Copco: Sweden’s Best Kept Secret - [Business Breakdowns, EP. 71]

24 Aug 2022

Contributed by Lukas

This is Matt Reustle and today we are breaking down the Swedish industrial giant, Atlas Copco. With a market cap hovering around $50 billion US dollar...

ChargePoint: Leading the EV Charge - [Business Breakdowns, EP. 70]

19 Aug 2022

Contributed by Lukas

This is Jesse Pujji and today we’re breaking down ChargePoint. ChargePoint is the clear market leader in the United States for electric vehicle char...

Union Pacific: Long Train Runnin’ - [Business Breakdowns, EP. 69]

10 Aug 2022

Contributed by Lukas

This is Dom Cooke and today we are breaking down the freight railroad business, Union Pacific. Union Pacific is interesting for a number of reasons. I...

LVMH: The Wolf in Cashmere’s Conglomerate - [Business Breakdowns, EP. 68]

03 Aug 2022

Contributed by Lukas

This is Zack Fuss, an investor at Irenic Capital Management. Today we’re breaking down the world’s largest luxury business, LVMH. The LVMH story i...

DuPont: Two Centuries of Chemistry - [Business Breakdowns, EP. 67]

27 Jul 2022

Contributed by Lukas

This is Matt Reustle and today we are breaking down DuPont. We admire leaders that are in the trenches with their team members; never above any task a...

Charles Schwab: The 8 Trillion Dollar Gorilla - [Business Breakdowns, EP. 66]

20 Jul 2022

Contributed by Lukas

This is Matt Reustle and today we are breaking down the financial institution known as Charles Schwab. Schwab is a financial behemoth. They report ove...

Rolex: Timeless Excellence - [Business Breakdowns, EP. 65]

15 Jul 2022

Contributed by Lukas

Today, we’re breaking down one of the strongest brands in the world - Rolex. Founded in the UK in 1905 under the name Wilsdorf & Davis, Rolex has be...

Dino Polska: Serving Small-Town Poland - [Business Breakdowns, EP. 64]

06 Jul 2022

Contributed by Lukas

This is Matt Reustle and today we are breaking down Polish grocer, Dino Polska. This wasn't a name on our radar at Colossus but the more we dug into t...

Berkshire Hathaway: The Incomparable Compounder - [Business Breakdowns, EP. 63]

29 Jun 2022

Contributed by Lukas

Today’s business needs little introduction. Berkshire Hathaway is one of the largest businesses in the world and run by arguably the most famous inv...

Shopify: Tokengated Commerce - [Web3 Breakdowns, EP.28]

27 Jun 2022

Contributed by Lukas

Today we are running a special episode in our Business Breakdowns feed. My guest is Alex Danco from Shopify - who you may remember from our Business B...

Gogo: Internet for Private Jets - [Business Breakdowns, EP. 62]

22 Jun 2022

Contributed by Lukas

I am @Compound248 and this is the next installment in our Business Breakdowns mini-series focused on Digital Infrastructure. In this episode, we will ...

Diploma: Specialized Distribution - [Business Breakdowns, EP. 61]

15 Jun 2022

Contributed by Lukas

This is Matt Reustle and today we’re breaking down Diploma. Diploma is a specialist distributor of medical equipment and industrial components liste...

PGA Tour: Playing Under Pressure - [Business Breakdowns, EP. 60]

08 Jun 2022

Contributed by Lukas

This is Dom Cooke and today we are breaking down the PGA Tour. Alongside the four standalone majors, the PGA Tour is the pinnacle of professional golf...

Anduril: Building the Future of Defense - [Business Breakdowns, EP. 59]

25 May 2022

Contributed by Lukas

Today, we are breaking down Anduril. Anduril builds high tech defense systems for the US Department of Defense and its allies. Crucially, it does so w...

Goldman Sachs: Fortune Favors the Old - [Business Breakdowns, EP. 58]

19 May 2022

Contributed by Lukas

This is Matt Reustle and today we are breaking down the 150 year-old investment bank – Goldman Sachs. From the outside, investment banks like Goldma...

Baytex Energy: The Business of Oil & Gas - [Business Breakdowns, EP. 57]

04 May 2022

Contributed by Lukas

This is Matt Reustle and today we’re breaking down Baytex Energy. With oil prices hovering over $100 a barrel, we thought it was a particularly good...

DigitalBridge: Pioneering Digital Infrastructure - [Business Breakdowns, EP. 56]

29 Apr 2022

Contributed by Lukas

I am Compound248 and today we are pleased to announce and kick-off a Business Breakdowns mini-series focused on Digital Infrastructure. This inaugural...

AppLovin: Monetizing & Marketing Mobile Apps - [Business Breakdowns, EP. 55]

20 Apr 2022

Contributed by Lukas

Today we’re breaking down AppLovin. It’s a business you may not recognize but have likely interacted with. Founded in 2012, AppLovin provides a pl...

Afterpay: Buy Now, Pay Later - [Business Breakdowns, EP. 54]

13 Apr 2022

Contributed by Lukas

This is Jesse Pujji and today’s episode is a follow up of last weeks’ Block episode, covering Afterpay the buy-now-pay-later giant. Founded in Syd...

Block: Square, Cash App, and Economic Access - [Business Breakdowns, EP. 53]

06 Apr 2022

Contributed by Lukas

This is Jesse Pujji and today we’re breaking down Block – formerly known as Square. This software and financial services business was founded by J...

McKinsey & Company: The First Management Consultants - [Business Breakdowns, EP. 52]

30 Mar 2022

Contributed by Lukas

This is Jesse Pujji and today we’re breaking down McKinsey & Company, the world’s pre-eminent management consulting firm. Founded in the thick of ...

Fanatics: Growing the Sports Economy - [Business Breakdowns, EP. 51]

23 Mar 2022

Contributed by Lukas

This is Jesse Pujji, and today we are breaking down Fanatics. If you’ve recently bought sports apparel online, you interacted with Fanatics. They po...

Anchorage Digital: Serving Institutional Crypto Needs - [Web3 Breakdowns, EP. 12]

16 Mar 2022

Contributed by Lukas

Today's episode was originally featured in our Web3 Breakdowns feed. For listeners unfamiliar with Web3 Breakdowns, the concept was inspired by Busin...

Adyen: A First Principles Payment Platform - [Business Breakdowns, EP. 50]

09 Mar 2022

Contributed by Lukas

This is Zack Fuss and today we’re breaking down European-based payment business, Adyen. Adyen was founded in Amsterdam in 2006 by a group of payment...

Cadence: Software Behind Semiconductor Design - [Business Breakdowns, EP. 49]

02 Mar 2022

Contributed by Lukas

This is Matt Reustle and today we are breaking down Cadence Design Systems. Cadence operates in the semiconductor ecosystem where they offer electroni...

The New York Times: The Empire Strikes Back - [Business Breakdowns, EP. 48]

23 Feb 2022

Contributed by Lukas

This is Jesse Pujji and today we’re breaking down The New York Times. Since its founding in 1851, The New York Times has become known as the nationa...

Basic-Fit: Increasing Returns to Scale - [Business Breakdowns, EP. 47]

16 Feb 2022

Contributed by Lukas

This is Matt Reustle, and today we’re breaking down Europe’s leading low-cost gym operator, Basic-Fit. Netherlands based Basic-Fit is a story of r...

UPS: Leaders of the Package - [Business Breakdowns, EP. 46]

09 Feb 2022

Contributed by Lukas

I'm Zack Fuss and today we are breaking down UPS. With over 100 years of history, it's a business we all know as consumers and one many of us interact...