$299Precedent Set · one-time · Excel, JSON, PowerPoint, Word, PDF

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CompanyFork dateThe forkOptionsChoiceStated rationaleWhat happenedJudgment analystSources
Berkshire Hathaway
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verified
2009-11Whether to acquire the rest of BNSF that Berkshire did not already own
  • Acquire the whole company Buy the remaining 77.4% at $100 a share in cash and stock.
  • Hold minority stake Keep the roughly 22.6% position without completing the takeover.
Acquire the whole companyA long macro wager that the American economy would grow, and that irreplaceable rail infrastructure would keep collecting a toll on goods moving across the countryLatest · 2010-02-12
deal completion: Berkshire completed the acquisition, paying $15.9 billion in cash and issuing stock with market value of $10.6 billion to acquire the remainder
reversibility low
verdict held
Burlington Northern Santa Fe Corporation / SEC EDGAR (2009-11); Burlington Northern Santa Fe Corporation / SEC EDGAR (2009-12); Burlington Northern Santa Fe Corporation / SEC EDGAR (2009-11); Burlington Northern Santa Fe Corporation / SEC EDGAR (2009-12); The Rational Walk (newsletter.rationalwalk.com) (2024-01)
Berkshire Hathaway
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verified
1996-01-02Whether Berkshire should buy the rest of GEICO to own the float engine outright
  • Buy the remaining stake Acquire the roughly 49% not already owned and own GEICO outright
  • Keep partial position Hold the existing roughly half stake without full acquisition
Buy the remaining stakeGEICO's low-cost, direct-to-driver model produces disciplined underwriting profit that makes float nearly free capital5 years · 2024
Berkshire total insurance float: stood at approximately $171 billion at end of 2024, with GEICO the largest single contributor
reversibility low
verdict held
U.S. Securities and Exchange Commission / Berkshire Hathaway Inc. (1996-01); Berkshire Hathaway Inc. (official investor relations) (1996-08); Berkshire Hathaway Inc. (2025-02)
Bloomberg
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verified
2008-07Whether to buy out Merrill Lynch's remaining stake to keep Bloomberg private rather than let it become an IPO trigger
  • Buy out Merrill's stake Founder's holding entity acquires the last 20% to concentrate control
  • Let stake fund an IPO Allow the outside investor's exit demand to force a public listing
Buy out Merrill's stakeRemoving the last large outside investor eliminated any demand for liquidity and concentrated control in the founder's handsLatest · 2008
outside investor exit trigger: no large outside investor left to demand liquidity or agitate for a listing
reversibility low
verdict held
Merrill Lynch & Co. Inc. / SEC EDGAR (2008-07)
Dell
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verified
2013-02Whether to finance transformation by diluting equity or by taking on debt to preserve founder control
  • Issue equity Fund moves with new shares, diluting the founder's ownership
  • Take on debt Fund moves with borrowing, preserving ownership concentration
Take on debtDebt does not vote or dilute the founder, so paying in dollars rather than shares protects ownership concentration5 years · 2026-02
Founder beneficial ownership: Michael Dell beneficially owns 45.7% of Class C common stock on an as-converted basis, with sole voting and dispositive power
reversibility low
verdict held
Dell Inc. / U.S. Securities and Exchange Commission (2013-02); Wikipedia / Dell EMC article, corroborated by Dell/EMC SEC Form 8-K (Sept. 7, 2016) (2016-09); Delaware Court of Chancery (2020-03); The Register (2022-11); U.S. Securities and Exchange Commission — Schedule 13G/A filing by Michael S. Dell (2026-02)
Dell
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verified
2013-08-02Whether to sweeten the price and rewrite the voting standard to save the failing take-private
  • Sweeten price and rewrite vote Raise price, add dividend, and flip the voting standard to shares actually voting
  • Hold at best and final Keep the $13.65 offer and let the vote stand or fail
Sweeten price and rewrite voteThe first vote lacked enough support to win, so the price was raised and the voting bar lowered to make the deal winnableLatest · 2013-10-30
Shareholder approval and deal close: Shareholders accepted the revised package worth about $13.88 a share and the deal completed, ending Dell's roughly 25-year run as a public company
reversibility low
verdict held
Dell Inc. / SEC EDGAR (2013-08); Wikipedia (citing contemporaneous Reuters/AP reporting) (2024); EMC Corp. / SEC EDGAR (2016-09)

What is in the set

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
  • Fork date at the precision the record supports, never sharper.
  • The fork, the options, the choice in the form the company faced them.
  • Stated rationale as the company gave it or the record documents it, not our theory.
  • Capital committed where the record states it; blank where it does not.
  • Outcomes at one, three and five years or latest, each dated and cited.
  • Reversibility and verdict as analyst judgments, marked as such.
  • Every source, with dates and links, per record and in an appendix.

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