Every pack is built from the record of 860 decisions companies actually faced: the fork, the options, the choice and the reasoning given, what it cost, and where it stood three years later, cited field by field. A Strategy Pack turns that into the kit for yours: the framework, a deck for the room, a model that resolves to one number, and the sourced cases behind it. 79 decisions. $499, one-time.
Every claim cited · Every pack lists what it does not prove
“What does changing how you charge cost before it starts paying?”
How deep the dip runs, and when the new model passes the old.
79 packs. One per decision.
You invent the framework, build the deck, and find the cases yourself. Twenty to twenty-five hours.
Thousands of dollars and several weeks. The deck leaves when the engagement ends.
Fast and fluent. The cases are not cited, and some will not be real.
16 files for this decision, $499, downloadable now. Every claim cited. One number at the end.
See what is in a pack →The test runs through the deck, the model and the worksheet, so the three cannot disagree. These are the files in The Adjacency Expansion Strategy Pack.
The framework: the four lendable assets, the two questions that place the move, the leverage premium, and the exit price.
Twenty-two slides for a leadership session, with the sourced cases and what they do not establish.
Eight scored questions returning the position, the band, and the conditions that halt it outright.
Ten periods, a stress case and a floor case, resolving to the leverage premium.
The moves available in each position, their entry conditions, and the cost of each one.
Nine sourced decisions read through the framework, including those that failed.
The single page of record: the claim, the mechanism, the score, and what would reverse it.
Phases, gates, owners, the assumptions register, and the exit triggers.
Sequencing, the control layer, five failure modes and their leading indicators.
The one-pager that survives outside the binder.
What each file does and the order to run them.
11 deliverables. Several ship in two formats, and the model ships twice: blank and worked. $499, one-time.
Open this pack →It is the first row of the model’s Verdict tab. The model ships blank for your figures and worked with a fictional example.
The point at which owning and handing off are worth the same.
The price of the deferral that is currently the default.
The chance of a forced buy-back at which owning and buying cost the same.
Each record holds the fork, the options on the table, the choice and the reasoning given at the time, what was committed, and the position at one, three and five years. Every field carries a source.
Packs are authored from those records. Where a pack reasons past its evidence, the page says so. Every case lists what its figures do not establish. Worked examples use a fictional business, labeled on every file that contains one.
The path not taken was an option on the table, not a forecast. Its return is not asserted.
79 packs, one per decision that keeps recurring.
Nothing is held back for the paid side. Each one reads a single decision. A pack applies the same method to yours.
Airbnb offers more places to stay than the biggest hotel chains combined, and it owns none of them. That's not a loophole - it's the entire strategy. But owning nothing cuts both ways, and the bet that let Airbnb scale at impossible speed is the same one that leaves it exposed.
Read it →Apple · Growth & PortfolioBy 2006, the iPod was a juggernaut - around 40% of Apple's revenue. So Apple built a product designed to destroy it. The decision looked reckless and was actually the most disciplined move in the company's history, governed by a single rule: if you don't cannibalize yourself, someone else will.
Read it →Apple · Decision ForksIn 2020 Apple walked away from Intel after fifteen years and began designing the Mac's brain itself. The world called it a speed story - the M1 was fast. That missed the point. Apple wasn't buying performance; it was buying the right to stop letting the most important part of its computer be designed by someone else.
Read it →79 packs, one per decision that keeps recurring. 16 files each, built from the records of companies that faced it. $499, one-time.