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

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5 of 62 records, free, exactly as they appear in the set. 34 more verified records are in the purchased files.

CompanyFork dateThe forkOptionsChoiceStated rationaleWhat happenedJudgment analystSources
7-Eleven
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verified
1987-12-16Whether Southland should take itself private via a leveraged buyout to defend against a takeover threat
  • Leveraged buyout to go private Take on heavy debt to keep control and repel raiders
  • Remain public Face the possible hostile takeover without leveraging up
Leveraged buyout to go privateTo preempt a reported hostile takeover threat and keep control of the company5 years · 2005
full acquisition: Seven-Eleven Japan launched a tender offer for the remaining 27.7% it did not own, completing the buyout
reversibility low
verdict reversed
Encyclopedia.com (from International Directory of Company Histories) (2004); D Magazine (1988-04); FundingUniverse / International Directory of Company Histories (2004); U.S. SEC / EDGAR — The Southland Corporation (CIK 92344) (1994); Wikipedia — Seven-Eleven Japan (2024)
Aldi
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verified
1977How to enter the US grocery market: force a large box or hold the disciplined format
  • Close the ill-fitting store Shut a building too large to run the Aldi way rather than compromise the format
  • Double down on big box Keep operating the oversized store and adapt the range to fill it
Close the ill-fitting storeThe building was too large to operate the Aldi way, so a store too big is a broken machine Aldi would rather not run5 years · 2024
expansion plan: invest over $9 billion and open 800 new stores by end of 2028, reaching nearly 3,200
reversibility high
verdict held
Supermarket News / Winsight Grocery Business (2024-08); Wikipedia (citing Aldi corporate announcements) (2024); Placer.ai / Grocery Dive (2025-03); ALDI USA (2024)
Alibaba
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verified
2003How to counter eBay's entry into China's C2C market: match its global fee model or build a free, trust-solving platform
  • Build free local platform Launch Taobao with free listings and Alipay escrow engineered for China.
  • Copy eBay's fee model Compete on the same fee-based standardized marketplace terms.
Build free local platformFree listings and escrow manufactured the trust the Chinese market was missing, which eBay's global rulebook could not match5 years · 2013
China retail marketplaces GMV: combined GMV of US$248 billion from 231 million active buyers and 8 million active sellers
reversibility low
verdict held
INSEAD Knowledge (2022-08); IMD Business School (2022); Brand Vision (2023); U.S. Securities and Exchange Commission (2014-05)
Alibaba
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verified
2022Whether to keep publishing the Singles' Day GMV figure or go silent on it
  • Keep publishing GMV Announce the Singles' Day total loudly each year as before
  • Go silent on total Withhold the figure and use vague language instead
Go silent on totalThe number had stopped climbing, so announcing it would confirm the slowdown3 years · 2024
2024 Singles' Day traditional vs livestream e-commerce: livestream generated 215 billion yuan up 19%, while traditional e-commerce generated 924 billion yuan and fell 1%
reversibility high
verdict held
TR Business / trbusiness.com (2023-11); SEC EDGAR / Alibaba Group Holding Ltd (2024-02); SEC EDGAR / Alibaba Group Holding Ltd (2024-08); U.S. International Trade Administration / trade.gov (2024); Sixth Tone (2024-10)
ASML
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verified
2023Whether to keep selling DUV machines to China as export controls were announced with future effective dates
  • Sell DUV before controls bite Keep shipping unrestricted DUV to China ahead of the dated restrictions
  • Curb China DUV sales Voluntarily hold back sales to align with US policy intent
Sell DUV before controls biteDutch policy was country-neutral and invited continued case-by-case sales, and buyers front-loaded orders against dated, itemized restrictionsLatest · 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)

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.