Business Breakdowns

Matt Reustle and Zack Fuss host this weekly show from the Colossus network, and the format is beautifully simple: each episode picks one company and spends about an hour pulling it apart. They trace how the business started, explain what it actually does to make money, walk through its financial statements, identify competitive advantages, and discuss what could go wrong. With 251 episodes and a 4.8 star rating from 341 reviewers, the show has built a catalog that functions like an encyclopedia of business models. Recent episodes covered Cloudflare cybersecurity infrastructure, how AI is transforming investment analysis workflows, and the economics behind gaming intellectual property. The hosts bring in guests who have genuine expertise with each company being examined -- often investors who hold the stock in their portfolios or analysts who have been covering the sector for years. For a beginner investor, this podcast teaches one of the most important skills in investing: how to understand a business before you buy its stock. Most people skip this step entirely and invest based on tips, headlines, or gut feelings. Business Breakdowns shows you the actual work that goes into evaluating whether a company is worth owning for the long term. You do not need prior knowledge of any company they cover -- each episode starts from the beginning and builds up. Full transcripts are available at joincolossus.com for listeners who want to revisit specific financial details.