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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

Popular episodes

AutoZone: Exemplary Capital Allocation - [Business Breakdowns, EP. 36]

Nov 24 • 56:08

I’m Zack Fuss, and today we’re breaking down AutoZone, the leading retailer and distributor of auto parts in the Americas. From the outside, AutoZone might look like a dull business in a mature industry, but once you dive into the details, you quickly realize it’s a hidden gem that echoes the best of Walmart and Costco, earns some of the highest returns on capital in retai...

Amazon Aggregators: Buying Third-Party Sellers - [Business Breakdowns, EP. 35]

Nov 17 • 01:02:13

I’m 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 hundreds of Amazon’s third-party sellers. The concept of Amazon Aggregators is relatively new, tracing back to 2018 with the founding of Thrasio, but the ecosystem is already h...

HelloFresh: Delivering on Process Power - [Business Breakdowns, EP. 34]

Nov 10 • 01:03:57

Today, we’re breaking down HelloFresh. HelloFresh delivers weekly meal kits to people’s homes. With eight million active customers, the Berlin-based business is the most popular company of its kind in the world....

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MongoDB: The Database Platform - [Business Breakdowns, EP. 33]

Nov 3 • 46:50

I’m Jesse Pujji and today we’re breaking down MongoDB. The MongoDB story traces back to 2007 when the founding team was running DoubleClick, a large adtech business now owned by Google. They could not find an existing database software with the agility and scalability that the internet requires. Today, MongoDB has over 25,000 customers across 100 countries. ...

Universal Music Group: The Gatekeepers of Music - [Business Breakdowns, EP. 32]

Oct 27 • 01:15:55

Today we’re breaking down Universal Music Group. As one of the largest music businesses in the world, UMG is home to many of the world’s greatest artists, including Taylor Swift, U2, and The Beatles catalog. A discussion on UMG requires a deep dive into the history of music itself, how it was historically monetized, the shift from physical to digital, and what streaming ha...

Uber: The Undeletable App - [Business Breakdowns, EP. 31]

Oct 20 • 01:01:10

Today, we’re breaking down Uber. Despite a corporate history that spans just over a decade, the ink spilled on Uber could have its own wing in a library. So rather than record with our typical Breakdown format, we decided to host two portfolio managers and familiar guests on the podcast, Mario Cibelli, and Ram Parameswaran, to walk through their bull cases on Uber stock....

John Deere: Centuries of Farming Innovation [Business Breakdowns, EP. 30]

Oct 13 • 48:16

Today, we are breaking down John Deere. With a history dating back almost two centuries, Deere has been a mainstay in the agriculture industry for generations. And despite its rich history as an incumbent, Deere is also on the leading edge of technology and innovation in ag-tech. To help break down John Deere, Zack Fuss is joined by Matt Coutts. Matt comes from a multi-gen...

Salesforce: The Cloud & SaaS Pioneer [Business Breakdowns, EP. 29]

Oct 6 • 49:33

Today, we are breaking down the cloud and SaaS trailblazer, Salesforce. Founded by Marc Benioff in 1999, Salesforce has grown rapidly to become the global leader in the $100 billion CRM market. The business has 150,000 customers, including 90% of the Fortune 500, and is currently valued north of $270 billion....

Solana: Faster, Cheaper, More Scalable [Business Breakdowns, EP. 28]

Sep 29 • 01:14:26

Today, we are breaking down Solana. Founded in 2017 by an ex-wireless engineer from Qualcomm, Solana is a layer one blockchain like Bitcoin and Ethereum that has been built to process transactions as quickly and cheaply as possible. Where Bitcoin can process about ten transactions per second and Ethereum around 30, Solana can handle over 60,000 transactions per second, and...

Taboola: The Open Web’s Suggestion Engine - [Business Breakdowns, EP. 27]

Sep 22 • 48:36

Today, we are breaking down Taboola, a company you may not know but one you’ve definitely seen. When you read articles on CNBC, Bloomberg, or the Independent, Taboola powers the sidebar and banner recommendations for what you should read next....

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