Stratrix
326 companies

23andMe

2 analyses
Personal genomics and biotechnology
Crisis & Reinvention
See the analyses →

3M

3 analyses
Surgical & Medical Instruments & Apparatus · MMM
Crisis & ReinventionGrowth & Portfolio
See the analyses →

7-Eleven

4 analyses
Convenience store retail
Boundaries of the FirmGrowth & Portfolio
See the analyses →

AbbVie

1 analysis
Company
Decision Forks
See the analyses →

Abercrombie & Fitch

3 analyses
Retail-Family Clothing Stores · ANF
Crisis & ReinventionPeople & Control
See the analyses →

Activision Blizzard

4 analyses
Video games
Crisis & ReinventionDecision ForksGrowth & Portfolio
See the analyses →

Adidas

4 analyses
Sportswear
Crisis & ReinventionMoat & Competition
See the analyses →

Adobe

6 analyses
Services-Prepackaged Software · ADBE
Business ModelCrisis & ReinventionDecision Forks
See the analyses →

AIG

2 analyses
Fire, Marine & Casualty Insurance · AIG
Crisis & Reinvention
See the analyses →

Airbnb

9 analyses
Services-To Dwellings & Other Buildings · ABNB
Boundaries of the FirmBusiness ModelCrisis & Reinvention
See the analyses →

Airbus

2 analyses
Aerospace and defense
Decision ForksMoat & Competition
See the analyses →

Airbus vs Boeing

1 analysis
Company
Moat & Competition
See the analyses →

Aldi

3 analyses
Discount supermarket chain
Boundaries of the FirmBusiness ModelGrowth & Portfolio
See the analyses →

Alibaba

8 analyses
Services-Business Services, NEC · BABA
Business ModelCrisis & ReinventionGrowth & Portfolio
See the analyses →

Alphabet (Google)

20 analyses
Services-Computer Programming, Data Processing, Etc. · GOOGL
Business ModelCrisis & ReinventionDecision Forks
See the analyses →

Amazon

22 analyses
Retail-Catalog & Mail-Order Houses · AMZN
Boundaries of the FirmBusiness ModelCrisis & Reinvention
See the analyses →

AMD

6 analyses
Semiconductors & Related Devices · AMD
Business ModelCrisis & ReinventionDecision Forks
See the analyses →

AMD vs Intel

1 analysis
Company
Moat & Competition
See the analyses →

American Express

6 analyses
Finance Services · AXP
Business ModelMoat & Competition
See the analyses →

Amgen

1 analysis
Company
Decision Forks
See the analyses →

Anheuser-Busch InBev

4 analyses
Malt Beverages · BUD
Business ModelCrisis & ReinventionGrowth & Portfolio
See the analyses →

Apple

32 analyses
Electronic Computers · AAPL
Boundaries of the FirmBusiness ModelCrisis & Reinvention
See the analyses →

ASML

5 analyses
Special Industry Machinery, NEC · ASML
Boundaries of the FirmGrowth & PortfolioMoat & Competition
See the analyses →

AstraZeneca

2 analyses
Pharmaceutical Preparations · AZN
Crisis & ReinventionGrowth & Portfolio
See the analyses →

AT&T

1 analysis
Telecommunications
Decision Forks
See the analyses →

Atari

3 analyses
Video games
Crisis & ReinventionDecision ForksGrowth & Portfolio
See the analyses →

Atlassian

3 analyses
Enterprise software
Boundaries of the FirmBusiness ModelDecision Forks
See the analyses →

AWS vs Azure vs Google Cloud

1 analysis
Company
Moat & Competition
See the analyses →

Baidu

4 analyses
Services-Computer Programming, Data Processing, Etc. · BIDU
Crisis & ReinventionDecision ForksGrowth & Portfolio
See the analyses →

BASF

2 analyses
Chemicals
Business ModelGrowth & Portfolio
See the analyses →

Bayer

1 analysis
Pharmaceuticals and life sciences/agricultural science
Decision Forks
See the analyses →

Berkshire Hathaway

5 analyses
Fire, Marine & Casualty Insurance · BRK-B
Business ModelDecision ForksPeople & Control
See the analyses →

Best Buy

3 analyses
Retail-Radio, Tv & Consumer Electronics Stores · BBY
Boundaries of the FirmGrowth & Portfolio
See the analyses →

Beyond Meat

2 analyses
Plant-based food producer / manufacturing
Decision Forks
See the analyses →

BlackBerry

4 analyses
Cybersecurity and software
Crisis & ReinventionDecision ForksGrowth & Portfolio
See the analyses →

BlackRock

4 analyses
Security Brokers, Dealers & Flotation Companies · BLK
Business ModelGrowth & PortfolioMoat & Competition
See the analyses →

Block (Square)

6 analyses
Financial technology
Business ModelGrowth & Portfolio
See the analyses →

Blockbuster

2 analyses
Home video and video game rental
Crisis & Reinvention
See the analyses →

Bloomberg

3 analyses
Financial data and media
Business ModelMoat & CompetitionPeople & Control
See the analyses →

BMW

5 analyses
Automotive manufacturing
Business ModelGrowth & PortfolioMoat & Competition
See the analyses →

Boeing

12 analyses
Aircraft · BA
Boundaries of the FirmCrisis & ReinventionDecision Forks
See the analyses →

Booking Holdings

3 analyses
Travel technology
Business ModelGrowth & PortfolioMoat & Competition
See the analyses →

Borders

1 analysis
Book retail
Crisis & Reinvention
See the analyses →

BP

1 analysis
Oil and gas
Decision Forks
See the analyses →

Bristol Myers Squibb

1 analysis
Company
Decision Forks
See the analyses →

Broadcom

4 analyses
Semiconductors & Related Devices · AVGO
Business ModelDecision ForksGrowth & Portfolio
See the analyses →

Burberry

4 analyses
Luxury goods
Business ModelCrisis & Reinvention
See the analyses →

BuzzFeed

3 analyses
Digital media
Business ModelCrisis & ReinventionDecision Forks
See the analyses →

BYD

5 analyses
Automotive
Boundaries of the FirmBusiness ModelGrowth & Portfolio
See the analyses →

ByteDance / TikTok

5 analyses
Internet technology
Crisis & ReinventionGrowth & PortfolioMoat & Competition
See the analyses →

Canadian Pacific Railway

1 analysis
Company
People & Control
See the analyses →

Capital One

3 analyses
Financial services
Business ModelCrisis & ReinventionGrowth & Portfolio
See the analyses →

Caterpillar

3 analyses
Heavy equipment manufacturing
Boundaries of the FirmGrowth & PortfolioMoat & Competition
See the analyses →

Chanel

2 analyses
Luxury goods
Business ModelPeople & Control
See the analyses →

Charles Schwab

3 analyses
Financial services
Business ModelCrisis & Reinvention
See the analyses →

Chevron

4 analyses
Petroleum Refining · CVX
Business ModelGrowth & Portfolio
See the analyses →

Chewy

2 analyses
Online pet supply retail
Moat & CompetitionPeople & Control
See the analyses →

Chick-fil-A

3 analyses
Fast food restaurant chain
Business ModelMoat & CompetitionPeople & Control
See the analyses →

Chipotle

4 analyses
Retail-Eating Places · CMG
Boundaries of the FirmBusiness ModelCrisis & Reinvention
See the analyses →

Circuit City

1 analysis
Consumer electronics retail
Crisis & Reinvention
See the analyses →

Cisco

5 analyses
Computer Communications Equipment · CSCO
Decision ForksGrowth & PortfolioMoat & Competition
See the analyses →

Cloudflare

1 analysis
Company
Business Model
See the analyses →

Coca-Cola

9 analyses
Beverages · KO
Boundaries of the FirmBusiness ModelCrisis & Reinvention
See the analyses →

Coinbase

6 analyses
Finance Services · COIN
Business ModelCrisis & ReinventionMoat & Competition
See the analyses →

Coke vs Pepsi

1 analysis
Company
Business Model
See the analyses →

Colonial Pipeline

1 analysis
Company
Crisis & Reinvention
See the analyses →

Comcast

3 analyses
Cable & Other Pay Television Services · CMCSA
Business ModelGrowth & Portfolio
See the analyses →

Cord-Cutting

1 analysis
Company
Growth & Portfolio
See the analyses →

Costco

8 analyses
Retail-Variety Stores · COST
Business ModelGrowth & PortfolioMoat & Competition
See the analyses →

Credit Suisse

1 analysis
Financial services
Crisis & Reinvention
See the analyses →

Crocs

4 analyses
Rubber & Plastics Footwear · CROX
Crisis & ReinventionGrowth & PortfolioMoat & Competition
See the analyses →

CrowdStrike

4 analyses
Services-Prepackaged Software · CRWD
Business ModelCrisis & ReinventionMoat & Competition
See the analyses →

CVS Health

4 analyses
Retail-Drug Stores and Proprietary Stores · CVS
Business ModelCrisis & ReinventionGrowth & Portfolio
See the analyses →

Daimler

1 analysis
Company
Decision Forks
See the analyses →

Darden Restaurants

1 analysis
Company
People & Control
See the analyses →

Datadog

1 analysis
Company
Business Model
See the analyses →

Deere (John Deere)

4 analyses
Farm Machinery & Equipment · DE
Business ModelCrisis & Reinvention
See the analyses →

Dell

7 analyses
Electronic Computers · DELL
Boundaries of the FirmBusiness ModelCrisis & Reinvention
See the analyses →

Delta Air Lines

3 analyses
Airline
Business ModelCrisis & ReinventionMoat & Competition
See the analyses →

Diageo

4 analyses
Beverages · DEO
Business ModelGrowth & PortfolioMoat & Competition
See the analyses →

Dialog Semiconductor

1 analysis
Company
Boundaries of the Firm
See the analyses →

Disney

14 analyses
Services-Miscellaneous Amusement & Recreation · DIS
Business ModelCrisis & ReinventionDecision Forks
See the analyses →

Dollar General

4 analyses
Retail-Variety Stores · DG
Business ModelCrisis & ReinventionGrowth & Portfolio
See the analyses →

Domino's

3 analyses
Wholesale-Groceries & Related Products · DPZ
Crisis & ReinventionMoat & Competition
See the analyses →

DoorDash

4 analyses
Services-Business Services, NEC · DASH
Business ModelGrowth & PortfolioMoat & Competition
See the analyses →

DoorDash vs Uber Eats

1 analysis
Company
Growth & Portfolio
See the analyses →

Dow

4 analyses
Plastic Materials, Synth Resins & Nonvulcan Elastomers · DOW
Business ModelGrowth & Portfolio
See the analyses →

DuPont

5 analyses
Plastic Materials, Synth Resins & Nonvulcan Elastomers · DD
Crisis & ReinventionGrowth & PortfolioPeople & Control
See the analyses →

eBay

4 analyses
Services-Business Services, NEC · EBAY
Decision ForksGrowth & PortfolioMoat & Competition
See the analyses →

Electronic Arts

2 analyses
Company
Decision ForksGrowth & Portfolio
See the analyses →

Eli Lilly

4 analyses
Pharmaceutical Preparations · LLY
Business ModelDecision ForksMoat & Competition
See the analyses →

Emirates

2 analyses
Airline
Decision ForksMoat & Competition
See the analyses →

Enphase

3 analyses
Semiconductors & Related Devices · ENPH
Crisis & ReinventionGrowth & PortfolioMoat & Competition
See the analyses →

Enron

4 analyses
Energy and commodities trading
Business ModelCrisis & Reinvention
See the analyses →

Epic Games

5 analyses
Video game industry
Business ModelMoat & CompetitionPeople & Control
See the analyses →

Equifax

1 analysis
Company
Crisis & Reinvention
See the analyses →

Ericsson

1 analysis
Company
Boundaries of the Firm
See the analyses →

Estee Lauder

4 analyses
Perfumes, Cosmetics & Other Toilet Preparations · EL
Crisis & ReinventionGrowth & Portfolio
See the analyses →

Etsy

3 analyses
Services-Business Services, NEC · ETSY
Business ModelCrisis & Reinvention
See the analyses →

ExxonMobil

4 analyses
Petroleum Refining · XOM
Crisis & ReinventionGrowth & Portfolio
See the analyses →

FedEx

3 analyses
Air Courier Services · FDX
Boundaries of the FirmGrowth & PortfolioMoat & Competition
See the analyses →

Ferrari

4 analyses
Motor Vehicles & Passenger Car Bodies · RACE
Business ModelGrowth & PortfolioPeople & Control
See the analyses →

Ford

7 analyses
Motor Vehicles & Passenger Car Bodies · F
Business ModelCrisis & ReinventionDecision Forks
See the analyses →

Fox

4 analyses
Television Broadcasting Stations · FOXA
Business ModelGrowth & PortfolioPeople & Control
See the analyses →

Foxconn

2 analyses
Company
Boundaries of the FirmBusiness Model
See the analyses →

FTX

2 analyses
Cryptocurrency exchange
Decision ForksPeople & Control
See the analyses →

GameStop

4 analyses
Retail-Computer & Computer Software Stores · GME
Crisis & ReinventionDecision ForksPeople & Control
See the analyses →

Gap

2 analyses
Apparel retail
Decision ForksGrowth & Portfolio
See the analyses →

GE

8 analyses
Electronic & Other Electrical Equipment (No Computer Equip) · GE
Business ModelCrisis & ReinventionPeople & Control
See the analyses →

Geico

4 analyses
Insurance
Business ModelMoat & CompetitionPeople & Control
See the analyses →

General Motors

5 analyses
Motor Vehicles & Passenger Car Bodies · GM
Crisis & ReinventionDecision ForksGrowth & Portfolio
See the analyses →

Goldman Sachs

2 analyses
Financial services
Crisis & ReinventionDecision Forks
See the analyses →

Greedflation vs Pricing Power

1 analysis
Company
Business Model
See the analyses →

H&M

4 analyses
Fast-fashion apparel retail
Business ModelCrisis & ReinventionGrowth & Portfolio
See the analyses →

Hermes

3 analyses
Luxury goods
Business ModelPeople & Control
See the analyses →

Hershey

3 analyses
Sugar & Confectionery Products · HSY
Decision ForksMoat & CompetitionPeople & Control
See the analyses →

Hertz

1 analysis
Company
Crisis & Reinvention
See the analyses →

Hilton

3 analyses
Hotels & Motels · HLT
Boundaries of the FirmCrisis & ReinventionMoat & Competition
See the analyses →

Home Depot

4 analyses
Retail-Lumber & Other Building Materials Dealers · HD
Business ModelGrowth & PortfolioMoat & Competition
See the analyses →

Home Depot vs Lowe's

1 analysis
Company
Moat & Competition
See the analyses →

Honda

2 analyses
Automotive and motorcycle manufacturing
Growth & PortfolioMoat & Competition
See the analyses →

HP

5 analyses
Computer & office Equipment · HPQ
Business ModelDecision ForksGrowth & Portfolio
See the analyses →

HSBC

5 analyses
Savings Institution, Federally Chartered · HSBC
Crisis & ReinventionGrowth & Portfolio
See the analyses →

HubSpot

1 analysis
Company
Business Model
See the analyses →

Hugging Face

1 analysis
Company
Decision Forks
See the analyses →

Hyundai

2 analyses
Automotive manufacturing
Crisis & ReinventionDecision Forks
See the analyses →

IBM

11 analyses
Computer & office Equipment · IBM
Business ModelCrisis & ReinventionDecision Forks
See the analyses →

IKEA

4 analyses
Furniture retail
Boundaries of the FirmBusiness ModelGrowth & Portfolio
See the analyses →

Instacart

3 analyses
Grocery delivery service
Boundaries of the FirmBusiness ModelDecision Forks
See the analyses →

Intel

10 analyses
Semiconductors & Related Devices · INTC
Boundaries of the FirmBusiness ModelCrisis & Reinvention
See the analyses →

Intuit

3 analyses
Services-Prepackaged Software · INTU
Growth & PortfolioMoat & Competition
See the analyses →

Intuitive Surgical

2 analyses
Orthopedic, Prosthetic & Surgical Appliances & Supplies · ISRG
Business ModelMoat & Competition
See the analyses →

iOS vs Android

1 analysis
Company
Moat & Competition
See the analyses →

Johnson & Johnson

2 analyses
Pharmaceutical Preparations · JNJ
Decision ForksGrowth & Portfolio
See the analyses →

JPMorgan Chase

6 analyses
National Commercial Banks · JPM
Crisis & ReinventionGrowth & PortfolioMoat & Competition
See the analyses →

Kering (Gucci)

4 analyses
Luxury goods
Business ModelCrisis & Reinvention
See the analyses →

Kodak

3 analyses
Photographic Equipment & Supplies · KODK
Boundaries of the FirmBusiness ModelGrowth & Portfolio
See the analyses →

Kraft Heinz

3 analyses
Canned, Frozen & Preservd Fruit, Veg & Food Specialties · KHC
Business ModelCrisis & ReinventionDecision Forks
See the analyses →

Kroger

4 analyses
Retail-Grocery Stores · KR
Business ModelDecision ForksGrowth & Portfolio
See the analyses →

L'Oreal

4 analyses
Cosmetics
Growth & PortfolioMoat & Competition
See the analyses →

Lego

2 analyses
Toy manufacturing
Growth & Portfolio
See the analyses →

Lehman Brothers

1 analysis
Financial services
Crisis & Reinvention
See the analyses →

Levi's

2 analyses
Apparel & Other Finishd Prods of Fabrics & Similar Matl · LEVI
Boundaries of the FirmCrisis & Reinvention
See the analyses →

Live Nation

3 analyses
Services-Amusement & Recreation Services · LYV
Business ModelCrisis & Reinvention
See the analyses →

Lockheed Martin

1 analysis
Guided Missiles & Space Vehicles & Parts · LMT
Business Model
See the analyses →

Lucid

1 analysis
Motor Vehicles & Passenger Car Bodies · LCID
Crisis & Reinvention
See the analyses →

Luckin Coffee

1 analysis
Company
Crisis & Reinvention
See the analyses →

Lululemon

4 analyses
Apparel & Other Finishd Prods of Fabrics & Similar Matl · LULU
Growth & PortfolioMoat & CompetitionPeople & Control
See the analyses →

LVMH

5 analyses
Luxury goods
Business ModelGrowth & PortfolioMoat & Competition
See the analyses →

Lyft

2 analyses
Services-Business Services, NEC · LYFT
Business ModelGrowth & Portfolio
See the analyses →

Macy's

4 analyses
Retail-Department Stores · M
Boundaries of the FirmCrisis & ReinventionGrowth & Portfolio
See the analyses →

Maersk

1 analysis
Company
Crisis & Reinvention
See the analyses →

Marriott

4 analyses
Hotels & Motels · MAR
Boundaries of the FirmGrowth & PortfolioMoat & Competition
See the analyses →

Mars

3 analyses
Company
Boundaries of the FirmPeople & Control
See the analyses →

Marvel

4 analyses
Entertainment
Growth & PortfolioPeople & Control
See the analyses →

Marvel vs DC

1 analysis
Company
Growth & Portfolio
See the analyses →

Master Lock

1 analysis
Company
Boundaries of the Firm
See the analyses →

Mastercard

2 analyses
Services-Business Services, NEC · MA
Business ModelMoat & Competition
See the analyses →

McDonald's

10 analyses
Retail-Eating Places · MCD
Business ModelCrisis & ReinventionGrowth & Portfolio
See the analyses →

Medtronic

3 analyses
Electromedical & Electrotherapeutic Apparatus · MDT
Growth & PortfolioMoat & Competition
See the analyses →

Mercedes-Benz

3 analyses
Automotive (luxury vehicles)
Business ModelGrowth & Portfolio
See the analyses →

Merck

3 analyses
Pharmaceutical Preparations · MRK
Crisis & ReinventionGrowth & PortfolioMoat & Competition
See the analyses →

Meta

15 analyses
Services-Computer Programming, Data Processing, Etc. · META
Business ModelCrisis & ReinventionDecision Forks
See the analyses →

Micron Technology

1 analysis
Company
People & Control
See the analyses →

Microsoft

25 analyses
Services-Prepackaged Software · MSFT
Business ModelCrisis & ReinventionDecision Forks
See the analyses →

Moderna

4 analyses
Biological Products, (No Diagnostic Substances) · MRNA
Decision ForksMoat & Competition
See the analyses →

Mondelez

3 analyses
Food and Kindred Products · MDLZ
Business ModelGrowth & Portfolio
See the analyses →

Morgan Stanley

2 analyses
Security Brokers, Dealers & Flotation Companies · MS
Crisis & Reinvention
See the analyses →

MoviePass

1 analysis
Company
Business Model
See the analyses →

MySpace

1 analysis
Social media
People & Control
See the analyses →

Nestle

7 analyses
Food and beverage
Business ModelGrowth & Portfolio
See the analyses →

Netflix

14 analyses
Services-Video Tape Rental · NFLX
Boundaries of the FirmBusiness ModelCrisis & Reinvention
See the analyses →

Netflix vs Disney+

1 analysis
Company
Business Model
See the analyses →

New York Times

5 analyses
Newspapers: Publishing or Publishing & Printing · NYT
Business ModelCrisis & ReinventionDecision Forks
See the analyses →

NextEra Energy

4 analyses
Electric Services · NEE
Business ModelDecision ForksGrowth & Portfolio
See the analyses →

Nike

7 analyses
Rubber & Plastics Footwear · NKE
Boundaries of the FirmCrisis & ReinventionGrowth & Portfolio
See the analyses →

Nintendo

9 analyses
Video games
Business ModelCrisis & ReinventionGrowth & Portfolio
See the analyses →

NIO

3 analyses
Motor Vehicles & Passenger Car Bodies · NIO
Business ModelCrisis & Reinvention
See the analyses →

Nokia

2 analyses
Radio & Tv Broadcasting & Communications Equipment · NOK
Crisis & ReinventionDecision Forks
See the analyses →

Nordstrom

4 analyses
Company
Boundaries of the FirmPeople & Control
See the analyses →

Norsk Hydro

1 analysis
Company
Crisis & Reinvention
See the analyses →

Novartis

3 analyses
Pharmaceutical Preparations · NVS
Business ModelGrowth & Portfolio
See the analyses →

Novo Nordisk

6 analyses
Pharmaceutical Preparations · NVO
Decision ForksGrowth & PortfolioMoat & Competition
See the analyses →

Nucor

2 analyses
Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens) · NUE
Boundaries of the FirmPeople & Control
See the analyses →

Nvidia

7 analyses
Semiconductors & Related Devices · NVDA
Boundaries of the FirmBusiness ModelDecision Forks
See the analyses →

Nvidia vs AMD

1 analysis
Company
Moat & Competition
See the analyses →

Old Spice

1 analysis
Men's grooming products
Crisis & Reinvention
See the analyses →

Ollama

1 analysis
Company
Moat & Competition
See the analyses →

OpenAI

1 analysis
Company
Crisis & Reinvention
See the analyses →

Oracle

6 analyses
Services-Prepackaged Software · ORCL
Business ModelDecision ForksGrowth & Portfolio
See the analyses →

Palantir

5 analyses
Services-Prepackaged Software · PLTR
Business ModelCrisis & ReinventionMoat & Competition
See the analyses →

Palm

2 analyses
Consumer electronics
Decision ForksGrowth & Portfolio
See the analyses →

Pan Am

2 analyses
Airline
Crisis & ReinventionDecision Forks
See the analyses →

Paramount

2 analyses
Film and entertainment
Crisis & Reinvention
See the analyses →

Patagonia

2 analyses
Outdoor apparel
Boundaries of the FirmPeople & Control
See the analyses →

PayPal

4 analyses
Services-Business Services, NEC · PYPL
Boundaries of the FirmCrisis & ReinventionDecision Forks
See the analyses →

Peloton

1 analysis
Company
Boundaries of the Firm
See the analyses →

PepsiCo

6 analyses
Beverages · PEP
Business ModelCrisis & ReinventionMoat & Competition
See the analyses →

Pfizer

5 analyses
Pharmaceutical Preparations · PFE
Decision ForksGrowth & Portfolio
See the analyses →

Philip Morris International

3 analyses
Cigarettes · PM
Growth & Portfolio
See the analyses →

Pinterest

3 analyses
Services-Computer Programming, Data Processing, Etc. · PINS
Business ModelGrowth & PortfolioMoat & Competition
See the analyses →

PlayStation vs Xbox

1 analysis
Company
Moat & Competition
See the analyses →

Polaroid

2 analyses
Photography
Business ModelDecision Forks
See the analyses →

Porsche

3 analyses
Automotive
Business ModelGrowth & PortfolioPeople & Control
See the analyses →

Procter & Gamble

6 analyses
Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics · PG
Business ModelDecision ForksGrowth & Portfolio
See the analyses →

Progressive

2 analyses
Fire, Marine & Casualty Insurance · PGR
Boundaries of the FirmMoat & Competition
See the analyses →

Purdue Pharma

3 analyses
Pharmaceuticals
Business ModelCrisis & Reinvention
See the analyses →

Qualcomm

4 analyses
Radio & Tv Broadcasting & Communications Equipment · QCOM
Business ModelCrisis & ReinventionDecision Forks
See the analyses →

Quibi

1 analysis
Streaming media
Decision Forks
See the analyses →

RadioShack

2 analyses
Consumer electronics retail
Crisis & ReinventionDecision Forks
See the analyses →

Ralph Lauren

2 analyses
Apparel and luxury goods
Moat & Competition
See the analyses →

Red Bull

3 analyses
Beverages
Boundaries of the FirmMoat & CompetitionPeople & Control
See the analyses →

Reddit

3 analyses
Services-Computer Processing & Data Preparation · RDDT
Business ModelPeople & Control
See the analyses →

Reshoring & Friendshoring

1 analysis
Company
Boundaries of the Firm
See the analyses →

Retail Media

1 analysis
Company
Business Model
See the analyses →

Richemont

4 analyses
Luxury goods
Growth & PortfolioPeople & Control
See the analyses →

Rio Tinto

3 analyses
Metal Mining · RIO
Business ModelCrisis & ReinventionGrowth & Portfolio
See the analyses →

Rivian

2 analyses
Company
Business ModelDecision Forks
See the analyses →

Robinhood

3 analyses
Security Brokers, Dealers & Flotation Companies · HOOD
Business ModelCrisis & Reinvention
See the analyses →

Roblox

3 analyses
Services-Prepackaged Software · RBLX
Business ModelCrisis & ReinventionMoat & Competition
See the analyses →

Roku

2 analyses
Streaming media
Business ModelMoat & Competition
See the analyses →

Rolex

4 analyses
Luxury goods
Business ModelGrowth & PortfolioPeople & Control
See the analyses →

RTX (Raytheon)

4 analyses
Aircraft Engines & Engine Parts · RTX
Business ModelCrisis & ReinventionGrowth & Portfolio
See the analyses →

Ryanair

3 analyses
Air Transportation, Scheduled · RYAAY
Business ModelPeople & Control
See the analyses →

Salesforce

11 analyses
Services-Prepackaged Software · CRM
Business ModelDecision ForksGrowth & Portfolio
See the analyses →

Samsung

11 analyses
Conglomerate (electronics, semiconductors)
Boundaries of the FirmBusiness ModelCrisis & Reinvention
See the analyses →

Sanofi

1 analysis
Company
Decision Forks
See the analyses →

SAP

4 analyses
Services-Prepackaged Software · SAP
Decision ForksGrowth & Portfolio
See the analyses →

Saudi Aramco

3 analyses
Oil and gas
Business ModelPeople & Control
See the analyses →

Sears

3 analyses
Department store retail
Business ModelDecision ForksPeople & Control
See the analyses →

ServiceNow

4 analyses
Services-Prepackaged Software · NOW
Business ModelGrowth & PortfolioMoat & Competition
See the analyses →

Shake Shack

3 analyses
Retail-Eating & Drinking Places · SHAK
Business ModelGrowth & PortfolioMoat & Competition
See the analyses →

Shein

3 analyses
Fast-fashion retail
Business ModelCrisis & ReinventionGrowth & Portfolio
See the analyses →

Shell

3 analyses
Crude Petroleum & Natural Gas · SHEL
Crisis & ReinventionGrowth & Portfolio
See the analyses →

Shopify

5 analyses
Services-Prepackaged Software · SHOP
Boundaries of the FirmGrowth & PortfolioMoat & Competition
See the analyses →

Siemens

3 analyses
Technology conglomerate
Business ModelCrisis & ReinventionGrowth & Portfolio
See the analyses →

Silicon Valley Bank

1 analysis
Commercial banking
Crisis & Reinvention
See the analyses →

Slack

1 analysis
Company
Business Model
See the analyses →

Snap

5 analyses
Services-Computer Programming, Data Processing, Etc. · SNAP
Business ModelDecision ForksGrowth & Portfolio
See the analyses →

Snowflake

4 analyses
Services-Prepackaged Software · SNOW
Boundaries of the FirmBusiness ModelMoat & Competition
See the analyses →

Sonos

1 analysis
Company
Decision Forks
See the analyses →

Sony

12 analyses
Household Audio & Video Equipment · SONY
Business ModelCrisis & ReinventionDecision Forks
See the analyses →

Southwest

2 analyses
Air Transportation, Scheduled · LUV
Crisis & ReinventionDecision Forks
See the analyses →

Spotify

5 analyses
Radio Broadcasting Stations · SPOT
Boundaries of the FirmBusiness ModelDecision Forks
See the analyses →

Spotify vs Apple Music

1 analysis
Company
Business Model
See the analyses →

Stanley Black & Decker

1 analysis
Company
Boundaries of the Firm
See the analyses →

Starbucks

8 analyses
Retail-Eating & Drinking Places · SBUX
Business ModelCrisis & ReinventionPeople & Control
See the analyses →

State Farm

3 analyses
Insurance
Boundaries of the FirmCrisis & Reinvention
See the analyses →

Steinhoff

1 analysis
Company
Crisis & Reinvention
See the analyses →

Stellantis

3 analyses
Motor Vehicles & Passenger Car Bodies · STLA
Business ModelCrisis & ReinventionGrowth & Portfolio
See the analyses →

Stripe

4 analyses
Financial technology
Boundaries of the FirmBusiness ModelMoat & Competition
See the analyses →

Subway

2 analyses
Fast food restaurant chain
Boundaries of the FirmPeople & Control
See the analyses →

T-Mobile

2 analyses
Telecommunications
Business ModelCrisis & Reinvention
See the analyses →

Target

6 analyses
Retail-Variety Stores · TGT
Business ModelCrisis & ReinventionGrowth & Portfolio
See the analyses →

Temu

3 analyses
Online marketplace
Business ModelGrowth & Portfolio
See the analyses →

Tencent

5 analyses
Technology conglomerate
Crisis & ReinventionGrowth & PortfolioMoat & Competition
See the analyses →

Tesco

5 analyses
Grocery and general merchandise retail
Crisis & ReinventionGrowth & PortfolioMoat & Competition
See the analyses →

Tesla

16 analyses
Motor Vehicles & Passenger Car Bodies · TSLA
Boundaries of the FirmBusiness ModelCrisis & Reinvention
See the analyses →

Tesla vs BYD

1 analysis
Company
Business Model
See the analyses →

Texas Roadhouse

1 analysis
Company
People & Control
See the analyses →

The 2023 Banking Crisis

1 analysis
Company
Crisis & Reinvention
See the analyses →

The Activist-Investor Era

1 analysis
Company
People & Control
See the analyses →

The Chip Shortage

1 analysis
Company
Crisis & Reinvention
See the analyses →

The Crypto Winter

1 analysis
Company
Crisis & Reinvention
See the analyses →

The De Minimis Loophole

1 analysis
Company
Business Model
See the analyses →

The Death of the Department Store

1 analysis
Company
Crisis & Reinvention
See the analyses →

The DTC Bust

1 analysis
Company
Boundaries of the Firm
See the analyses →

The Foundry Race

1 analysis
Company
Boundaries of the Firm
See the analyses →

The Gig-Economy Reckoning

1 analysis
Company
Crisis & Reinvention
See the analyses →

The GLP-1 Gold Rush

1 analysis
Company
Decision Forks
See the analyses →

The Loot-Box Reckoning

1 analysis
Company
Business Model
See the analyses →

The Password Crackdown

1 analysis
Company
Business Model
See the analyses →

The Pivot to Video

1 analysis
Company
Decision Forks
See the analyses →

The Right-to-Repair Movement

1 analysis
Company
Moat & Competition
See the analyses →

The SPAC Boom and Bust

1 analysis
Company
Crisis & Reinvention
See the analyses →

The Streaming Wars

1 analysis
Company
Business Model
See the analyses →

The Subscription Economy

1 analysis
Company
Business Model
See the analyses →

The Washington Post Company

1 analysis
Company
Business Model
See the analyses →

The ZIRP Hangover

1 analysis
Company
Crisis & Reinvention
See the analyses →

Theranos

2 analyses
Health technology
Crisis & ReinventionDecision Forks
See the analyses →

Thermo Fisher

3 analyses
Measuring & Controlling Devices, NEC · TMO
Business ModelGrowth & Portfolio
See the analyses →

Thinking Machines Lab

1 analysis
Company
Business Model
See the analyses →

Thomson Reuters

3 analyses
Information services
Business ModelGrowth & PortfolioMoat & Competition
See the analyses →

TJX

2 analyses
Off-price retail
Moat & Competition
See the analyses →

Toshiba

2 analyses
Company
Crisis & ReinventionDecision Forks
See the analyses →

TotalEnergies

1 analysis
Company
People & Control
See the analyses →

Toyota

8 analyses
Motor Vehicles & Passenger Car Bodies · TM
Boundaries of the FirmCrisis & ReinventionDecision Forks
See the analyses →

Toys R Us

1 analysis
Toy retail
Decision Forks
See the analyses →

Trader Joe's

3 analyses
Grocery retail
Business ModelMoat & CompetitionPeople & Control
See the analyses →

TSMC

7 analyses
Semiconductors & Related Devices · TSM
Boundaries of the FirmBusiness ModelGrowth & Portfolio
See the analyses →

Twilio

1 analysis
Company
Business Model
See the analyses →

Uber

12 analyses
Services-Business Services, NEC · UBER
Boundaries of the FirmBusiness ModelCrisis & Reinvention
See the analyses →

Uber vs Lyft

1 analysis
Company
Decision Forks
See the analyses →

UBS

3 analyses
National Commercial Banks · UBS
Crisis & ReinventionDecision Forks
See the analyses →

Under Armour

3 analyses
Apparel & Other Finishd Prods of Fabrics & Similar Matl · UAA
Crisis & ReinventionDecision ForksGrowth & Portfolio
See the analyses →

Unilever

4 analyses
Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics · UL
Crisis & ReinventionDecision ForksGrowth & Portfolio
See the analyses →

Uniqlo (Fast Retailing)

3 analyses
Apparel retail
Boundaries of the FirmBusiness ModelGrowth & Portfolio
See the analyses →

United Airlines

3 analyses
Air Transportation, Scheduled · UAL
Business ModelCrisis & ReinventionGrowth & Portfolio
See the analyses →

UnitedHealth

4 analyses
Hospital & Medical Service Plans · UNH
Crisis & ReinventionGrowth & PortfolioMoat & Competition
See the analyses →

Unity

2 analyses
Software
Crisis & ReinventionMoat & Competition
See the analyses →

Universal Music

3 analyses
Music recording and publishing
Business ModelDecision Forks
See the analyses →

UPS

3 analyses
Trucking & Courier Services (No Air) · UPS
Boundaries of the FirmBusiness ModelCrisis & Reinvention
See the analyses →

Vanguard

3 analyses
Investment management
Business ModelPeople & Control
See the analyses →

Verizon

3 analyses
Telephone Communications (No Radiotelephone) · VZ
Business ModelDecision Forks
See the analyses →

Vice Media

3 analyses
Digital media
Business ModelDecision Forks
See the analyses →

Visa

5 analyses
Services-Business Services, NEC · V
Business ModelCrisis & ReinventionMoat & Competition
See the analyses →

Visa vs Mastercard

1 analysis
Company
Moat & Competition
See the analyses →

Vodafone

2 analyses
Telecommunications
Decision ForksGrowth & Portfolio
See the analyses →

Volkswagen

3 analyses
Automotive manufacturing
Crisis & ReinventionDecision ForksGrowth & Portfolio
See the analyses →

Walgreens

3 analyses
Pharmacy retail
Crisis & ReinventionDecision ForksGrowth & Portfolio
See the analyses →

Walmart

9 analyses
Retail-Variety Stores · WMT
Boundaries of the FirmBusiness ModelDecision Forks
See the analyses →

Walmart vs Amazon

1 analysis
Company
Boundaries of the Firm
See the analyses →

Warner Bros Discovery

5 analyses
Cable & Other Pay Television Services · WBD
Crisis & ReinventionGrowth & Portfolio
See the analyses →

Waste Management

1 analysis
Company
Crisis & Reinvention
See the analyses →

Wayfair

2 analyses
Retail-Catalog & Mail-Order Houses · W
Boundaries of the FirmBusiness Model
See the analyses →

Wells Fargo

1 analysis
Financial services
Crisis & Reinvention
See the analyses →

WeWork

3 analyses
Flexible workspace / coworking
Business ModelDecision ForksPeople & Control
See the analyses →

Wirecard

1 analysis
Payment processing / Financial services
Crisis & Reinvention
See the analyses →

WPP

1 analysis
Company
Decision Forks
See the analyses →

X (Twitter)

6 analyses
Social media
Business ModelCrisis & ReinventionDecision Forks
See the analyses →

Xerox

3 analyses
Document technology and services
Crisis & ReinventionGrowth & Portfolio
See the analyses →

Yahoo

3 analyses
Web services provider
Crisis & ReinventionPeople & Control
See the analyses →

Yum Brands

3 analyses
Retail-Eating Places · YUM
Boundaries of the FirmGrowth & Portfolio
See the analyses →

Zara (Inditex)

4 analyses
Apparel retail
Boundaries of the FirmBusiness ModelMoat & Competition
See the analyses →

Zara vs H&M vs Shein

1 analysis
Company
Business Model
See the analyses →

Zoom

4 analyses
Services-Computer Programming, Data Processing, Etc. · ZM
Business ModelDecision ForksGrowth & Portfolio
See the analyses →

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