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Business Breakdowns
Business Breakdowns is a series of conversations with investors and operators diving deep into a single business. For each business, we explore its history, its business model, its competitive advantages, and what makes it tick. Learn more and stay up to date at
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Ratings & Reviews
4.7 stars from 277 ratings
Terrific Podcast
Deep dives into individual companies, interesting and knowledgeable guests, and a host who knows how to ask good questions then get out of the way, this is a great combination. I would appreciate if you had a series of “sector explorations.”
Missing61 via Apple Podcasts · Canada · 09/24/22
Insightful deep dives with thoughtful questions
ba11111117777 via Apple Podcasts · United States of America · 08/22/22
Average content
Good content, audio quality is lackluster. No real storytelling. Banker banter. The LVMH episode is one of the worst I’ve ever heard
ga134141 via Apple Podcasts · United States of America · 08/03/22
Recent Episodes
This is Zack Fuss, an investor at Irenic Capital and today we are breaking down Trader Joe’s. Trader Joe’s is not a typical grocery chain. Their stores offer less choice, very few brands, constantly changing product lines, and no online option. Yet, they are adored and highly profitable. Their...
Published 09/28/22
Published 09/21/22
Today we are breaking down Polaroid. For 30 years, Polaroid monopolized the instant photography industry, producing one Nobel-caliber breakthrough after another. As their products dazzled, sales grew from just under $1.5 million in 1948 to $1.4 billion in 1978. Today, the business is a shadow of...
Published 09/21/22
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