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Most moat analysis is a retrospective explanation of why a company earns good returns, presented as a prediction that it will keep earning them. This pack replaces the taxonomy with an inequality: a moat is the gap between what a challenger would have to spend to take one of your customers and what that customer would then be worth to them. It names which of four sources produces that gap, what erodes each — in three cases out of four, somebody who is not competing with you — and computes the arithmetic where it actually lives, which is in the challenger's numbers rather than yours.
The test that runs through every file
Which of the four sources produces the gap, and what erodes it. It is the argument in the deck, it becomes the wizard’s axes, it drives the model’s inputs, and it reappears as lines on the checklist. That is what makes 16 files a product rather than 16 documents.
The model resolves to one number you can negotiate with: The challenger's gap — what taking your customer costs a challenger, less what it earns them. It ships blank and worked, and every input is a named cell rather than a figure buried inside a formula, so the number arrives with its assumptions attached rather than on its own authority.
What is in the Moat Anatomy Strategy Pack
- Foundations. The framework: the inequality, the four sources and what erodes each, the three challenger profiles, and the affordable inducement.
- Concept deck. Twenty-one slides for a leadership session, with the sourced cases and what they do not establish.
- Decision wizard. Eight scored questions returning the source of the gap, the band, and either of the two halt conditions.
- Challenger model. Ten periods in a challenger's numbers, run three times, resolving to the gap, the inducement each can afford, and the year it closes.
- Strategies and tactics. The moves that widen each source, the move that clears each halt, and the ones that are wasted on a source you do not have.
- Case studies. Nine sourced positions read through the four sources, with what each case does and does not establish.
- Fit worksheet. The single page of record: the source, the two halts, the gap by challenger, what erodes it, who signed.
- Roadmap template. Five phases with gates and owners, the assumptions register, and the erosion triggers.
- Practitioner manual. The watchlist, who owns which indicator, the premium test, six failure modes and their leading indicators.
- Field checklist. The one-pager that survives outside the binder.
- About the package. What each file does and the order to run them.
An honest note on fit
This is a kit for running a decision, not a research report and not a course. It is worth buying if a real decision is in front of you and you would otherwise start from a blank page. It is not worth buying to read.
Worked examples use an explicitly fictional business, labeled on every file that contains one, with numbers tuned to teach rather than to flatter — each worked case is built so that the decision does not simply come out well, and so that what settles it is the test the pack exists to run. A worked example where everything works is a brochure. The price excludes customization, implementation and support, and where the pack reasons beyond its evidence it says so on the page.
Questions
- What is the Moat Anatomy Strategy Pack?
- The Moat Anatomy Strategy Pack is a decision-support kit for one question: What would it actually cost a challenger to take your customer? It contains 16 files — foundations, concept deck, decision wizard, challenger model, strategies and tactics, case studies, fit worksheet, roadmap template, practitioner manual, field checklist, about the package — built around a single organizing test: which of the four sources produces the gap, and what erodes it. It is what a leadership team uses to run the decision and leave a record of what they assumed, rather than a report about the topic.
- Who is the Moat Anatomy Strategy Pack for?
- Anyone who has to make this call and answer for it: an operator or owner facing the decision, the executive team running it, the board or investor testing the reasoning, or an adviser who would otherwise build the framework from a blank page. It is worth buying when a real decision is in front of you. It is not worth buying to read.
- What is in the Moat Anatomy Strategy Pack?
- 16 files in Word, PDF, PowerPoint and Excel: Foundations (Word + PDF) — The framework: the inequality, the four sources and what erodes each, the three challenger profiles, and the affordable inducement. Concept deck (PowerPoint + PDF) — Twenty-one slides for a leadership session, with the sourced cases and what they do not establish. Decision wizard (Excel) — Eight scored questions returning the source of the gap, the band, and either of the two halt conditions. Challenger model (Excel, blank and worked) — Ten periods in a challenger's numbers, run three times, resolving to the gap, the inducement each can afford, and the year it closes. Strategies and tactics (Word) — The moves that widen each source, the move that clears each halt, and the ones that are wasted on a source you do not have. Case studies (Word) — Nine sourced positions read through the four sources, with what each case does and does not establish. Fit worksheet (Word, blank and worked) — The single page of record: the source, the two halts, the gap by challenger, what erodes it, who signed. Roadmap template (Word) — Five phases with gates and owners, the assumptions register, and the erosion triggers. Practitioner manual (Word + PDF) — The watchlist, who owns which indicator, the premium test, six failure modes and their leading indicators. Field checklist (PDF) — The one-pager that survives outside the binder. About the package (PDF) — What each file does and the order to run them.
- What number does the Moat Anatomy Strategy Pack produce?
- The challenger's gap — what taking your customer costs a challenger, less what it earns them. The model ships blank and worked, and every input is a named cell rather than a figure buried inside a formula, so the number you take into a room arrives with its assumptions attached and can be argued with rather than merely believed.
- How is the Moat Anatomy Strategy Pack delivered?
- As a single download of all 16 files, immediately after payment, with the same link sent by email. It can be downloaded 3 times and the link is valid for 30 days. There is nothing to install and no account to keep.
- How much does the Moat Anatomy Strategy Pack cost, and is it a subscription?
- $499, one-time. It is not a subscription and there is nothing to cancel. Where the pack is revised within 180 days of your purchase, the new release is yours. The price does not include customization, implementation help or support.
- Are the worked examples in the Moat Anatomy Strategy Pack real companies?
- The case studies are real, sourced and dated, and each one states what its evidence does not establish. The worked model, wizard and worksheet use an explicitly fictional business, labeled as such on every file that contains one. A worked model needs roughly fifteen populated inputs; for a real company you would have public figures for perhaps four, and the rest would be estimates wearing the authority of a spreadsheet.