Business Breakdowns
@bizbreakdowns
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Official account of the Business Breakdowns Podcast. Diving deep into a single business and finding the key lessons for investors and operators. @joincolossus
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Joined April 2021
Today, we break down Doximity $DOCS aka the "LinkedIn for medical professionals" If you want to learn about B2B media, monetizing high-value audiences, or the value of a niche customer, HERE is your episode. Jim Jones, Partner at William Blair Assetment Management, joined
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One of my favorite quotes in this piece is from @buhrman_rick, who has studied and met with most of the world’s greatest investors. He told me, “Henry is the most influential, hands-off investor I’ve ever met.” The profile is my attempt to understand how and why.
Henry Ellenbogen has, very quietly, become one of the most influential investors of this millennium. His early teachers included Jeff Bezos and John Malone. His early bets included Amazon at $10 billion, Booking Holdings below $1 billion, and Google at IPO. He managed his first
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America needs you! Join U.S. Immigration and Customs Enforcement today.
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With $NXST falling because POTUS "Opposes FCC Raising 39% TV Ownership Cap" I am reposting my interview on Business Breakdowns from June. Check out episode Eps. 221 @bizbreakdowns. 1 hour of me breaking down why Nexstar was in trouble! Thank you @joincolossus and @zbfuss! 📺
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Link to the episode and transcript:
joincolossus.com
Ramesh Narayanaswamy is the co-founder and portfolio manager of Tourbillon Partners. We cover the unique complexity of jet engine supply chains, why a
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Today, we break down GE Aerospace. It's a classic razor/razorblade model... except these razors take a decade to design, rotate at 10,000 RPM in 3,000-degree infernos while ingesting hail at Mach 0.85 And those blades are a 15+ year annuity stream. Ramesh Narayanaswamy,
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Alternative Investments coming to your 401K? @jclarkson203 of @ProsekPR joined @ReustleMatt to break down the implications: - Sizing the opportunity for Alt Managers - A brief history on alts regulation - Risks/Rewards for investors - What strategies fit best Enjoy!
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Mari Elena livestreamed the Elgin raid yesterday encouraging thousands of her followers to go down and harass ICE agents during the raid. She runs a ring of 100k+ followers on her private Facebook page to coordinate obstruction of DHS agents.
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Today, we break down Robinhood. You've been drowned in headlines, but find out what's under the $HOOD Our guest Arthur Olson, Founding Partners at Ravenswood Partners, joined @reustlematt to cover the path to becoming the US's third-largest broker, the 2022 "refounding", and how
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I often get asked, "What do you learn from the podcast that you can actually apply?" This is my first episode where I own the stock. Simply put, I wouldn't have bought $CMPO without lessons from the episodes. To be clear, this is NOT investment advice. Please, please, please,
Today, we break down CompoSecure $CMPO manufactures the premium metal cards for Amex, Chase, and many many more. Parsa Kiai from Steamboat Capital joined @reustlematt to cover: The family origins that led to 80% market share The SPAC detour and Dave Cote's 2024 arrival What
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Today, we break down CompoSecure $CMPO manufactures the premium metal cards for Amex, Chase, and many many more. Parsa Kiai from Steamboat Capital joined @reustlematt to cover: The family origins that led to 80% market share The SPAC detour and Dave Cote's 2024 arrival What
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Amphenol $APH builds mission-critical parts for electronics. @andy_gardner_ PM at Fiera Capital joined @ReustleMatt to cover: Connectors, sensors, and interconnect systems Exposure to AI, EVs, and more 100+ years of decentralized innovation M&A powering the engine Enjoy!
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Our average cost per month for CrowdHealth hit its lowest EVER in 2025!!! $140.42/month for singles <55 (down 13% vs '24) $225.83/month for singles 55+ (down 17% vs '24) $476.25/month for families of 4 (down 11% vs '24) If you are looking for an affordable alternative to health
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For 3 years, Blake Saunders has been my reliable connector and information source for all things Media. He finally came out of the shadows to chat about industry dynamics. - Addictive UGC vs Premium IP - "Google Zero" publishers - Legacy Media 🤝 Newsletter/YT M&A - More!
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$wbi, $lb @bizbreakdowns podcast on WaterBridge just dropped - there goes my morning! Also relevant to $ses.to. https://t.co/jDLp70VIVv
podcasts.apple.com
Podcast Episode · Business Breakdowns · 09/24/2025 · 1h 4m
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Great episode on Waterbridge $WBI today - Finally got a guest from Horizon Kinetics - Finally covered a recent IPO - Dove into another off-the-radar but intriguing asset Thank you to James for sharing the knowledge And Chris Poch from Promethium Advisors for the assist!
Today, we break down the recent IPO, Waterbridge $WBI James Davolos, PM at Horizon Kinetics, joined @ReustleMatt, they hit on: - HK's history in $TPL leading to $WBI - Permian water disposal - How this business model works Enjoy
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Link to the episode and transcript here:
joincolossus.com
James Davolos is a Portfolio Manager at Horizon Kinetics. We cover the ongoing water disposal crisis created by shale production in the Permian Basin,
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Today, we break down the recent IPO, Waterbridge $WBI James Davolos, PM at Horizon Kinetics, joined @ReustleMatt, they hit on: - HK's history in $TPL leading to $WBI - Permian water disposal - How this business model works Enjoy
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@itsDanielWu @ReustleMatt Link to the episode and transcript: https://t.co/PP2aWHdRam Link to Bristlemoon's writeup:
bristlemoonresearch.com
The leading commerce and fintech ecosystem for Latin America
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Today, we break down LatAm's $120bn e-commerce titan: Mercado Libre $MELI @itsDanielWu of Bristlemoon Capital covers how this fintech and e-commerce flywheel emerged into the leading ecosystem of LatAm America Enjoy!
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Link to the episode and transcript here: https://t.co/ITerAEsgJR
joincolossus.com
Geoff Collette is the Founder and Portfolio Manager of Aeon Capital Partners. We cover the pivot that allowed Compass to emerge stronger from the rece
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Today we breakdown Compass $COMP with returning guest, Geoff Collette, Founder of Aeon Capital Partners. We cover the tech-driven platform, national scale, top agent network strategy, exclusive listings, and the bold push to 30% market share in the top 30 markets. Enjoy
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