Episode (200)
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Embraer: Defying Gravity
Apr 10, 2024This is Matt Reustle. We are back in the world of aviation today, breaking down Embraer. Embraer has carved out an interesting niche, manufacturing regional jets, business jets, and military aircrafts...
Boeing (REPLAY): Turbulent Times
Apr 08, 2024Today we’re replaying our Breakdown on Boeing, hosted by Zack Fuss. We recorded the episode in September before the mid-air blowout on a Boeing 737 operated by Alaska Airlines and the subsequent manag...
Duolingo: Free Speech - [Business Breakdowns, EP.157]
Apr 03, 2024This is Matt Reustle. Today we are breaking down Duolingo, the learning app built on language learning that is increasingly expanding into other territories like math and music. Founder Luis von Ahn i...
Mitsubishi Corporation: A Japanese Trading Company
Mar 27, 2024This is Zack Fuss. Today we are breaking down the Mitsubishi Corporation. In Japan, the business model of a trading company is prominent. The big five trading companies caught the attention of global ...
Intuitive Surgical: Robotic Precision
Mar 20, 2024Today, we are breaking down a giant in the medical device space, Intuitive Surgical. Intuitive creates robotic products to assist minimally invasive surgeries. Its Da Vinci system is a pioneer in this...
D.R. Horton: Building a New Model
Mar 13, 2024This is Matt Reustle. Today, we are breaking down D.R. Horton, America’s largest homebuilder. Our guest is Ed Wachenheim, Founder of Greenhaven Associates. Ed takes us through an incredible discussion...
FTX: Inside the Restructuring
Mar 11, 2024This is Matt Reustle. Today we are releasing a bonus episode of Breakdowns. While we typically love to cover businesses, this was an interesting opportunity to cover a special situation around a busin...
CNX Resources: Hit the Gas
Mar 06, 2024This is Matt Reustle. Today, we are going into the land of oil and gas to break down CNX. The history of CNX dates back over 150 years. When it comes to energy production, the company's evolution has ...
Vulcan Materials: Rock On
Feb 28, 2024This is Matt Reustle. Today, we are breaking down Vulcan Materials. Vulcan is America's largest producer of construction aggregates. This includes all of the crushed rock, sand, and gravel, which gets...
HEICO: Parts for Planes
Feb 21, 2024This 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...