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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 17 verified decision records with dated outcomes from 7-Eleven, ASML, Chipotle, Nucor, Intel, Toyota, Tesla, Uniqlo (Fast Retailing) and 8 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 17 records, which span 1935 to 2025, 16 carry dated outcomes; 10 of the decisions held, 1 were reversed, 5 held in part, and 1 are still too early to call.
Why it is worth your time
The Boundaries of the Firm Bundle brings together every verified record 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 1935 and 2025. 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 60hours 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 records instead of inventing them.
What is in the download
The casebooks in this bundle
3 decision types, each with its own casebook page and free sample record. The bundle is all of them in one download.
Vertical-Integration Bet
Why make it themselves instead of buying it?
Asset-Light Bet
Why own almost nothing and still scale?
Distribution Rebellion
Why bypass the channel everyone else relied on?
A sample record
One record, free, exactly as it appears in the files. The other 16 verified records are in the purchased files.
| Company | Fork date | The fork | Options | Choice | Stated rationale | What happened | Judgment analyst | Sources |
|---|---|---|---|---|---|---|---|---|
| 7-Eleven Read the story → verified | 1979 | Whether to build a dedicated exclusive fresh-food supply network rather than sell generic fresh food |
| Contractual exclusive supply network | It captures coordination benefits of owning the chain while leaving plants on someone else's books, making it harder to copy | 5 years · 2024-02 NDF factory count: 172 factories across Japan | reversibility 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
17 verified records across these companies.
- 7-Eleven
- Amazon
- Apple
- ASML
- Chipotle ×2
- Intel
- Mars
- Nike
- Nucor
- Red Bull
- Shopify
- Spotify
- Tesla
- Toyota
- Uniqlo (Fast Retailing)
- UPS
Questions
- What do I get in the Boundaries of the Firm Bundle?
- 17 verified decision records from 7-Eleven, ASML, Chipotle, Nucor, Intel, Toyota and 10 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 records are accurate?
- Every record 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 record rests on changes. The library license keeps every casebook current for a flat annual fee.