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Business Breakdowns

Discover how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of... Read more

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

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

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Nubank. The Brazilian-based neobank has ... Read more

9 Aug 2023

1hr 5mins

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

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

This is Zack Fuss, an investor at Irenic Capital. Today, we're breaking down Argenx, an immunology company founded in 20... Read more

2 Aug 2023

43mins

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

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

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19 Jul 2023

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

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

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down the vertical market software business, T... Read more

12 Jul 2023

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

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

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

5 Jul 2023

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

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

This is Matt Reustle and today we are back covering the semiconductor value chain. ASML was once a forgotten subsidiary ... Read more

28 Jun 2023

51mins

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

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

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

21 Jun 2023

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

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

This is Matt Reustle and today we are breaking down the mobile gaming industry. It was several months ago that I was rea... Read more

14 Jun 2023

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

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

This is Matt Reustle and today we are breaking down First Citizens Bank. I'm joined by investors with plenty of experien... Read more

7 Jun 2023

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