$999one-time · Excel, JSON, PowerPoint, Word, PDF

The evidence, not a report: verified Decision Cases, one per page, comparable field by field, with every source. No introduction, analysis, or recommendation. 63 verified cases, re-issued whenever a story a case rests on changes.

You will be asked for the company the purchase is for, its website, and an email address to deliver the files to.

Licensed to an organization: checkout asks for the company the purchase is for, its website, and an email address to deliver the files to. A work address is best for the license record; a personal one is accepted. Digital download. All sales are final: no refunds or returns. Each format can be downloaded 3 times, and the links stay valid for 30 days. If you need more, reply to your confirmation email and we will sort it out.

What you are buying

What you get

  • 63 verified Decision Cases on the Boundaries of the Firm family, one record per page.
  • Each record states the fork, the options on the table, the choice, the reason the company gave, the money committed where the case states it, what happened at one, three and five years, and every source.
  • The same records in five files: Excel, JSON, PowerPoint, Word, and PDF.

How to use it

  • Open the Excel to compare records side by side and filter by company, date, or verdict.
  • Cite a record in a memo from the Word or PDF page; the sources are on the page.
  • Load the JSON into your AI workspace so the assistant reasons from verified cases instead of inventing them.

What it is not

  • It is not a report. There is no introduction, no analysis across the records, and no recommendation.
  • Each record says only what its source story says, so the writing is factual and brief, not narrative.
  • If you want the argument, a Strategy Pack makes it; the casebook is the evidence behind it.

About the Boundaries of the Firm Bundle

What a company chooses to own, what it refuses to, and why. Which companies answered it best, and what did it cost them? The knowledge of these decisions will help you glean insights, inspiration and actionable ideas. The Boundaries of the Firm Bundle comprises 63 verified Decision Cases with dated outcomes from 7-Eleven, Apple, ASML, Boeing, BYD, Caterpillar, Chipotle, Dialog Semiconductor and 41 more.

Every record follows the same structure, which is what makes the set useful rather than merely interesting. You see when the fork came, what was on the table, what the company chose and the reason it gave, what it committed, and what happened at one, three and five years. Every fact is cited to its source, and where we offer a judgment, it is labeled as one. Across the 63 cases, which span 1899 to 2026, 59 carry dated outcomes; 41 of the decisions held, 8 were reversed, 10 held in part, and 4 are still too early to call.

Why it is worth your time

The Boundaries of the Firm Bundle brings together every verified case in the boundaries of the firm family, the casebooks of 3 decision types (Vertical-Integration Bet, Asset-Light Bet and Distribution Rebellion) in one set, with forks between 1899 and 2026. If the question you are working on sits anywhere in this family, the bundle saves you buying the casebooks one at a time and lets you read across them: the same fields, the same checks, and every source named.

Who reaches for it

Strategy and corporate development teams whose question sits anywhere in this family, consultants who serve clients across it, and faculty building a course around it. If you would otherwise buy two or three of these casebooks, the bundle is the cheaper and more useful way in.

What it saves you

Assembling comparable precedents by hand is slow work: find each decision, date it, read the filings and the coverage, pull out the same fields, and check every number. At three to four hours a record, this set is roughly 221 hours of a strategist's time. It is $999, once, and every record has already been through the same fields and the same checks.

How people use it

In the memo, you cite the records that match your question, outcomes and sources included, straight from the Word appendix. In the room, the PowerPoint gives you one record per slide with an action title and a source line. In the model, you sort the Excel by verdict, horizon or capital committed. And in your AI workspace, you load the JSON as vetted context, so the assistant reasons from verified cases instead of inventing them.

What is in the download

ExcelSortable records, outcomes and sources
JSONDrop it into your AI workspace
PowerPointOne record per slide, action titles, source lines
WordEditable, with the source appendix
PDFThe reading copy

The casebooks in this bundle

3 decision types, each with its own casebook page and free sample case. The bundle is all of them in one download.

A sample case

One case, free, exactly as it appears in the files. The other 62 verified cases are in the purchased files.

CompanyFork dateThe forkOptionsChoiceStated rationaleWhat happenedThe marketJudgment analystSources
7-Eleven
Read the story →
verified
1979Whether to build a dedicated exclusive fresh-food supply network rather than sell generic fresh food
  • ● Contractual exclusive supply network Build dedicated factories and delivery chains via exclusive contracts, not owned assets
  • ○ Own the factories outright Vertically integrate with company-owned plants on the balance sheet
  • ○ Buy generic fresh food Source from contract manufacturers selling to any retailer
Contractual exclusive supply networkIt captures coordination benefits of owning the chain while leaving plants on someone else's books, making it harder to copy5 years · 2024-02
NDF factory count: 172 factories across Japan
Not listed, or before its listingreversibility low
verdict held
Seven & i Holdings Co., Ltd. — official corporate website (2024-08); Seven & i Holdings Co., Ltd. — Annual Report / IR Document (2018)

Who is in this bundle

63 verified cases across these companies.

  • 7-Eleven
  • Amazon ×2
  • Apple ×4
  • ASML
  • Atlassian
  • Best Buy ×2
  • Boeing
  • BYD
  • Caterpillar
  • Chipotle ×2
  • Coca-Cola
  • Dell
  • Dialog Semiconductor
  • eBay
  • Ericsson
  • Foxconn
  • GE Appliances
  • Hilton ×2
  • Instacart
  • Intel
  • Kodak
  • Macy's ×2
  • Marriott
  • Mars ×2
  • Master Lock
  • Nike ×2
  • Nokia
  • Nordstrom ×2
  • Nucor
  • Nvidia
  • Patagonia
  • Peloton
  • Progressive
  • Red Bull
  • Seven-Eleven Japan
  • Shopify
  • Spotify
  • Stanley Black & Decker
  • State Farm
  • Subway
  • Tesla ×2
  • Toyota
  • TSMC
  • Uber
  • Uniqlo (Fast Retailing) ×2
  • UPS
  • Walmart
  • Wayfair
  • Yum Brands ×2

Questions

What do I get in the Boundaries of the Firm Bundle?
63 verified Decision Cases from 7-Eleven, Apple, ASML, Boeing, BYD, Caterpillar and 43 more. Each one tells you when the fork came, what was on the table, what the company chose and why, what it committed, and what happened at one, three and five years, with every source named, as Excel, JSON, PowerPoint, Word and PDF.
How do I know the cases are accurate?
Every case is drawn only from the story it comes from and that story's sources. Every fact carries a citation and a verbatim excerpt, a mechanical check rejects anything the story does not contain, a second model from a different vendor reads the record against the story, and a third arbitrates any disagreement. Only records that pass all of it are in the files.
Is this a subscription?
No. It is a one-time purchase, re-issued whenever a story a case rests on changes. The library license keeps every casebook current for a flat annual fee.