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About the Growth & Portfolio Bundle
Where the next curve of growth comes from. 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 Growth & Portfolio Bundle comprises 135 verified decision records with dated outcomes from ASML, BASF, BMW, Caterpillar, 7-Eleven, Estee Lauder, Novo Nordisk, Alibaba and 92 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 135 records, which span 1926 to 2025, 129 carry dated outcomes; 93 of the decisions held, 17 were reversed, 17 held in part, and 8 are still too early to call.
Why it is worth your time
The Growth & Portfolio Bundle brings together every verified record in the growth & portfolio family, the casebooks of 3 decision types (Market-Entry Gambit, Adjacency Expansion and Cannibalization Choice) in one set, with forks between 1926 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 473hours 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.
Market-Entry Gambit
How did they crack a market that was supposed to be hard?
Adjacency Expansion
Why move from the core into the next thing over?
Cannibalization Choice
Why kill their own cash cow before a rival could?
A sample record
One record, free, exactly as it appears in the files. The other 134 verified records are in the purchased files.
| Company | Fork date | The fork | Options | Choice | Stated rationale | What happened | Judgment analyst | Sources |
|---|---|---|---|---|---|---|---|---|
| ASML Read the story → verified | 2023 | Whether to keep selling DUV machines to China as export controls were announced with future effective dates |
| Sell DUV before controls bite | Dutch policy was country-neutral and invited continued case-by-case sales, and buyers front-loaded orders against dated, itemized restrictions | Latest · 2023 China share of net system sales: China accounted for 41% of ASML net system sales in 2023 | reversibility medium verdict held | NL Times (citing Financieele Dagblad and book by Baazil & Koc) (2025-11); ASML Holding NV — SEC EDGAR (2025-01); ASML Holding NV (2024-09); AI Policy Bulletin (2026-04); ASML Holding NV — SEC EDGAR (2025-01) |
Who is in this bundle
135 verified records across these companies.
- 7-Eleven
- Activision Blizzard ×2
- Adobe
- Alibaba
- Alphabet (Google) ×3
- Amazon ×3
- Amazon-Whole Foods
- Anheuser-Busch InBev ×2
- Apple ×2
- ASML
- AT&T
- Baidu
- BASF ×2
- Best Buy
- BlackRock ×2
- Block (Square)
- BMW
- Broadcom
- ByteDance
- ByteDance / TikTok
- Capital One
- Caterpillar
- Chevron ×2
- Cisco ×2
- Comcast
- Comcast / NBCUniversal
- Crocs
- Dell-EMC
- Disney
- Disney-Fox
- Dow ×2
- DuPont ×2
- Estee Lauder
- Exxon-Pioneer
- ExxonMobil
- Ford
- Honda ×2
- HP ×2
- HSBC ×2
- IBM
- IKEA
- Intuit
- iPod
- Johnson & Johnson
- JPMorgan Chase ×2
- Kodak
- Kroger ×2
- L'Oreal
- Lego ×2
- Lululemon
- LVMH
- Macy's
- Marriott
- Marvel
- Marvel vs DC
- McDonald's ×2
- Medtronic ×2
- Microsoft ×2
- Microsoft Surface
- Microsoft-LinkedIn
- Mondelez
- Nestle ×3
- Netflix ×2
- New York Times
- NextEra Energy
- Nike
- Nintendo
- Novartis ×2
- Novo Nordisk
- Nvidia
- Oracle
- PepsiCo
- Pfizer
- Pfizer-Seagen
- Philip Morris International
- Richemont
- Richemont (Cartier)
- RTX (Raytheon)
- Salesforce ×2
- Samsung ×2
- SAP
- Sears
- Shake Shack ×2
- Siemens
- Sony
- Stellantis
- Target
- Tencent
- Thermo Fisher
- Thomson Reuters
- TSMC ×2
- Uber ×2
- Unilever
- UnitedHealth
- Vodafone
- Volkswagen
- Walgreens
- Walmart ×3
- Warner Bros Discovery ×2
- Yum Brands ×2
Questions
- What do I get in the Growth & Portfolio Bundle?
- 135 verified decision records from ASML, BASF, BMW, Caterpillar, 7-Eleven, Estee Lauder and 94 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.