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Business Breakdowns

Colossus · Hosts & contributors

Business Breakdowns examines one company at a time through conversations with investors, operators, and industry experts. Episodes unpack a business’s origins, operating model, financial structure, and competitive advantages to explain how it works and what other builders or investors can learn from it.

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Hosts & contributors

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Business modelsCompany researchCompetitive advantage

The show

Company deep dives through expert interviews · Colossus

The Desk’s listening note

A useful starting point for a company research file. Verify current numbers separately.

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The people behind the microphone

Hosts & contributors.

All host profiles

The archive features several interviewers. Zack Fuss is listed by the publisher; Matt Reustle is a former host. Recent episodes also credit Avidan Rudansky. Check each episode for its interviewer.

Matt Reustle in a white shirt, pictured in an Alisa Cohn podcast interview graphic.

Former host, Business Breakdowns; former Colossus executive

Matt Reustle

Matt Reustle previously hosted Business Breakdowns and led Colossus, following a career in institutional investing. He worked on the investment team at Raven Capital Management and spent about a decade at Goldman Sachs across sales and trading and research. His Business Breakdowns interviews explored company operations, financial models, and competitive advantages. His published conversations remain part of the catalog, including detailed examinations of businesses across software, finance, and consumer markets.

Host profile Official profile
ZF

Chief investment officer, Shoni Holdings; Business Breakdowns host

Zack Fuss

Zack Fuss is the chief investment officer of Shoni Holdings, a single-family office, and has hosted Business Breakdowns for Colossus. His conversations explore the histories, economics, and competitive positions of individual companies with investors, executives, and industry specialists. The work follows how a business operates and where it creates value, using detailed company discussions to illuminate the decisions and financial models behind familiar names in public and private markets.

Host profile Official profile

From the conversation to the bookshelf

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Sources & further reading

Profile checked September 18, 2026. Editorial notes are Perimeter’s interpretation.