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Business Breakdowns
Learn 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 public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at
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Ratings & Reviews
4.8 stars from 457 ratings
Terrific Podcast
This is the gold standard for investing podcasts. Each week it takes a deep dive into a company. The guests are well informed and the host is excellent.
Missing61 via Apple Podcasts · Canada · 02/14/24
A whole lot of ads and anticipation for the Ferrari episode then the audio quality is terrible.
ActiveListner via Apple Podcasts · Australia · 12/13/23
I like it very much
For a difficult topic the make it interesting
Annoyed Sofar via Apple Podcasts · Ireland · 12/12/23
Recent Episodes
Published 02/21/24
This is Matt Reustle. Today we are breaking down HEICO. HEICO is an aerospace business, most notably operating in the aircraft parts and repairs market. This is another case study of a very successful business in a nonobvious niche market. To break down HEICO, I am joined by Eric Ruden, an...
Published 02/21/24
This is Matt Reustle. Today, we are breaking down Intel. In the late 80s, a newly appointed CEO, Andy Grove, pivoted to exit memory chips and focus on logic chips. They were the leading edge chip designer, but Intel missed out on the mobile market and EUV technology as technology shifted. Now...
Published 02/14/24
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