Business Breakdowns Podcast
1) Amazon Aggregators: Buying Third-Party Sellers - [Business Breakdowns, EP. 35]
Iâm Jesse Pujji and this is Business Breakdowns. Today we are doing a different kind of breakdown. We are covering an entire category, Amazon Aggregators. These are the companies that are buying up h...Show More
2) Waterbridge: Oil and Water - [Business Breakdowns, EP.228]
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 HK's history with these very unique businesses that are...Show More
3) Mercado Libre: E-commerce Empire - [Business Breakdowns, EP.227]
This is Matt Reustle. âToday we are breaking down the Latam e-commerce Giant, Mercado Libre. My guest is Daniel Wu of Bristlemoon Capital. I was introduced to MELI about 15 years ago when it was sti...Show More
4) Compass: Real Estate Revolution - [Business Breakdowns, EP.226]
This is Matt Reustle. Today, we are breaking down the real estate broker Compass. Compass itself is a fascinating business and historically a controversial stock. It was founded in 2012 by Robert Kin ...Show More
5) PE Perspective on Insurance Brokers - [Business Breakdowns, EP.225]
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 and Technology Group at GTCR, and our topic is insura...Show More
6) CME Group: The House Always Wins - [Business Breakdowns, EP.224]
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 together we get into the nitty gritty of exchanges. We al...Show More
7) Agilent: Back To The Lab - [Business Breakdowns, EP.223]
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 of this recording, and they focus on one of the more ...Show More
8) Patek Philippe: Watch Perfection - [Business Breakdowns, REPLAY]
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 generation. I'll say it's the best marketing campaig...Show More
9) Alpha In Podcasts? - [Business Breakdowns, EP.222]
This is Matt Reustle. Todayâs episode looks a little different. We are exploring whether podcasts can be a source of investment alpha, sparked by a Wall Street Journal article about portfolio manager ...Show More
10) Nexstar Media: Broadcasting's Biggest Bet - [Business Breakdowns, EP.221]
This is Zack Fuss. Today, we are breaking down Nexstar Media Group. Nexstar controls more local television stations than any other company in the US. This industry has experienced substantial consolid...Show More