Bundle · 4 casebooksBundle on sale
The pivotal calls where the path split — why this road, and what the other one would have cost.
Every company that lasts has a handful of moments where the road split and it had to pick. The Fork, the Counterfactual, Bet-the-Company and the Reversal are the casebooks of those moments: the options that were on the table, the reason the company gave for the one it took, and what the choice cost or earned in the years that followed. Read across them and you start to see how good companies size a bet, and how often the road not taken would have been the better one.
131 verified cases · 92 companies, including AbbVie, Alphabet (Google), Amgen, Apple and BlackBerry
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How the money actually works — and what would break it.
How does the money actually work, and what would break it? The casebooks in this family follow companies that built a money machine, priced with intent, sold at a loss on purpose, or paid for one business with another. Each record shows what the company expected the model to do, what it committed to make it work, and what the model returned at one, three and five years. It is the family to reach for when a memo has to explain why the economics will hold.
156 verified cases · 105 companies, including 23andMe, American Express, Booking Holdings, Broadcom and BuzzFeed
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What a company chooses to own, what it refuses to, and why.
What should a company own, and what should it leave to others? Vertical integration and asset-light are opposite answers to the same question, and the distribution rebellion is what happens when a company decides to own the route to its customers. The casebooks here show what each answer cost the companies that chose it, when it paid, and how long it took. Few decisions are harder to reverse, which is why the dated outcomes matter so much.
63 verified cases · 49 companies, including 7-Eleven, Apple, ASML, Boeing and BYD
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What keeps rivals from simply copying the move.
Once everyone can see the playbook, what stops them copying it? This family covers the anatomy of a moat, the flywheel that makes each turn easier than the last, the ecosystem that keeps customers in, and the fight to set the standard everyone else has to build on. The records tell you which defenses held under pressure and which turned out to be a story the company told itself.
86 verified cases · 66 companies, including Adidas, Adobe, American Express, BMW and Caterpillar
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Where the next curve of growth comes from.
Where does the next curve of growth come from? Market entries, the move into the next market over, and the decision to cannibalize your own product before a rival does are the bets in this family. The casebooks follow what each company expected, what it spent, and what came back, so you can judge a growth plan against the record of the companies that tried the same move.
204 verified cases · 133 companies, including ASML, BASF, BMW, Caterpillar and 7-Eleven
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Who really holds the wheel when it matters.
Who really holds the wheel when it matters? Founder doctrine, culture as a rulebook, and the succession question are the decisions where a company's people are the strategy. These casebooks show how those calls played out: which doctrines survived their founders, which cultures scaled, and what happened when the irreplaceable person finally left.
73 verified cases · 54 companies, including Amazon, Circuit City, Boeing, P&G and Meta
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What happens when the model that worked stops working.
What happens when the model that worked stops working? The fall, the turnaround, and the crisis response are the casebooks of companies under pressure: what they chose when there was no good option, what it cost, and whether it saved them. It is the family to read before the crisis, not during it.
166 verified cases · 124 companies, including General Motors, AOL-Time Warner, AT&T-Time Warner, Circuit City and Crystal Pepsi
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