Business Breakdowns
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Applied Intuition: A Billion Intelligent Machines
July 27, 2026 · 47 minToday, we are breaking down Applied Intuition. Our guests are co-founders Qasar Younis and Peter Ludwig, who started the company in 2017 with a mission to make a billion machines intelligent. The simplest way to understand Applied…
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Toast: Sticky SaaS - [Business Breakdowns, EP.247]
May 29, 2026 · 49 minToday, we are breaking down Toast, a name we have covered before but are revisiting because the story has changed enough to be worth telling again. Most listeners will have tapped a Toast terminal without thinking much about the business…
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Auto1: EU-sed Car Marketplace
May 15, 2026 · 1 hr 5 minToday, we are breaking down Auto1, and this is an interesting episode because we are tackling a business that most US listeners will not be familiar with, even though it resembles names they already know well. Our guest is Harrison Moot…
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Opendoor: Q1 2026 Earnings
May 8, 2026 · 26 minToday, we are breaking down Opendoor, and this is a unique episode. We recorded with Kaz Nejatian, the CEO of Opendoor, shortly after the company reported its first quarter 2026 earnings, and we covered both what is happening inside the…
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PriceSmart: Central America’s Costco
May 1, 2026 · 56 minToday, we are breaking down PriceSmart, the membership warehouse club operating across Central America, the Caribbean, and South America. I came away from this episode with a new appreciation for how a single retail concept and a single…
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Altius Minerals: Royalty Check
April 24, 2026 · 34 minToday, we are breaking down Altius Minerals, a Canadian royalty company that stands apart from the precious metals and oil and gas names that usually define the category. 17 people in Newfoundland control royalties over Canadian potash…
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Givaudan: The Magic Ingredients
April 17, 2026 · 41 minToday, we are breaking down Givaudan, the Swiss fragrance and flavor giant hiding in plain sight. I came away from this episode with a new way of seeing the world around me. When you learn that a single company is behind the scent of your…
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Apollo: Connoisseurs of Complexity
March 20, 2026 · 1 hr 15 minThis episode was originally recorded in March 2025. Today, we are breaking down the global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for this episode, and there's a saying that hard work can…