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
- 86 verified Decision Cases on the Moat & Competition 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 Moat & Competition Bundle
What keeps rivals from simply copying the move. 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 Moat & Competition Bundle comprises 86 verified Decision Cases with dated outcomes from Adidas, Adobe, American Express, BMW, Caterpillar, Crocs, Nvidia, Diageo and 58 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 86 cases, which span 1891 to 2026, 79 carry dated outcomes; 64 of the decisions held, 5 were reversed, 9 held in part, and 8 are still too early to call.
Why it is worth your time
The Moat & Competition Bundle brings together every verified case in the moat & competition family, the casebooks of 4 decision types (Moat Anatomy, The Flywheel, Ecosystem Lock-in and Standards War) in one set, with forks between 1891 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 301 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
The casebooks in this bundle
4 decision types, each with its own casebook page and free sample case. The bundle is all of them in one download.
Moat Anatomy
What actually protects them once the playbook is visible?
The Flywheel
What self-reinforcing loop compounds the advantage?
Ecosystem Lock-in
How do they keep customers inside the walls?
Standards War
How did they win — or lose — the fight to set the standard?
A sample case
One case, free, exactly as it appears in the files. The other 85 verified cases are in the purchased files.
| Company | Fork date | The fork | Options | Choice | Stated rationale | What happened | The market | Judgment analyst | Sources |
|---|---|---|---|---|---|---|---|---|---|
| Adidas Read the story → verified | 2022-10 | How to handle the Yeezy partnership and its aftermath after terminating the deal with Ye |
| Terminate and monetize inventory | Adidas kept all design rights and drained the warehouse for cash rather than torching it, monetizing the wreckage on its own terms | Latest · 2023 Yeezy inventory sold through: roughly €750 million of leftover inventory sold through in 2023 | Not listed, or before its listing | reversibility low verdict held | Adidas AG (2022-10); Adidas AG (2024-03); Adidas AG (2025-03); Adidas AG (2025-03) |
Who is in this bundle
86 verified cases across these companies.
- Adidas
- Adobe
- Airbnb ×4
- Alibaba
- Alphabet (Google)
- AMD ×2
- American Express
- Apple ×4
- ASML
- BMW
- Caterpillar
- Coca-Cola
- Crocs ×2
- Deere (John Deere)
- Delta Air Lines
- Diageo ×2
- Domino's
- DoorDash
- Eli Lilly
- Epic Games ×2
- Etsy
- Ferrari
- Hermes vs LVMH
- Hershey ×2
- Hilton
- Home Depot
- Home Depot vs Lowe's
- Intuit ×2
- Intuitive Surgical
- L'Oreal
- LVMH ×2
- Marriott
- Mastercard
- McDonald's
- Microsoft ×3
- Moderna
- Nike
- Novo Nordisk
- Nvidia
- Nvidia vs AMD
- Oracle
- Palantir
- PayPal
- PepsiCo
- Progressive ×2
- Qualcomm
- Ralph Lauren
- Red Bull
- Roblox
- Roku
- Salesforce ×2
- ServiceNow
- Shopify ×3
- Sony
- Stripe
- Tencent
- Tesco
- Tesla ×2
- Thomson Reuters
- TikTok
- Toyota
- TSMC
- Uber
- Unity
- Universal Music
- Visa
Questions
- What do I get in the Moat & Competition Bundle?
- 86 verified Decision Cases from Adidas, Adobe, American Express, BMW, Caterpillar, Crocs and 60 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.