Moat & Competition$499
The Assortment Strategy Pack
Trader Joe's stocks roughly 4,000 items and turns an estimated $1,750 of merchandise per square foot, more than double Whole Foods. It does not describe that as cost control.
Category
Topic
43 packs
Decision Forks$499
The Backlog Strategy Pack
WeWork's prospectus set $47 billion of lease obligations against $4 billion of committed revenue. Both numbers were disclosed. Only one of them was the headline.
Business Model$499
The Borrowed Advantage Strategy Pack
Notice is not comfort. It is time to start building, and it is only worth anything to a company that would actually start.
Decision Forks$499
The Capacity Bet Strategy Pack
Ford held 72 percent of the electric-pickup segment in the fourth quarter of 2023 and halved the plan anyway. Winning the segment does not fill a plant built for a bigger one.
Crisis & Reinvention$499
The Capital Return Strategy Pack
A program can be up twenty percent on what it paid per share and still have cost the company billions. That is the difference between the comparison that was made and the comparison that mattered.
People & Control$499
The Control Wedge Strategy Pack
Richemont's own report gives 10 percent of the equity and 51 percent of the voting rights at 31 March 2024. Both figures are public. They are eleven pages apart.
Decision Forks$499
The Cost Cut Strategy Pack
The saving was real in every case in the evidence, Circuit City's included. What separates the outcomes is whether anybody priced the reversal before it was needed.
Decision Forks$499
The Exit Strategy Pack
Nothing about waiting makes leaving cheaper. That is arithmetic rather than opinion, and most rooms have never seen it stated.
Business Model$499
The Fixed Price Strategy Pack
Boeing has taken well over $7bn of cumulative charges on the KC-46, a fixed-price contract signed in 2011, and has kept delivering throughout. Keeping going is not a failure to decide.
Decision Forks$499
The Number That Runs the Company Strategy Pack
The question was never whether both rose. It is whether they rose together — and Pinterest published 553 million users and $2.12 of quarterly revenue per user on the same day.
Boundaries of the Firm$499
The Rival Customer Strategy Pack
Amazon's parcel volume passed UPS and FedEx by 2023. It was still a very large customer of both. Nobody sent a notice when the years ran out.
Decision Forks$499
The Second Product Strategy Pack
The advantage transferring and the attempt working are different events. Google's distribution transferred perfectly to 540 million accounts, and ninety percent of sessions lasted under five seconds.
Decision Forks$499
The Underspend Strategy Pack
Southwest declined for years to replace a crew-scheduling system its own union had been warning about. The December 2022 meltdown canceled roughly 16,700 flights at about $1.1bn. The replacement had been costed.
Growth & Portfolio$499
The Acquisition Machine Strategy Pack
Buy a dollar of profit at eleven times and carry it at seventeen, and six times that dollar appears on the day — before integration, before a single synergy.
Decision Forks$499
The All-In Bet Strategy Pack
The argument about whether the thesis is right cannot be settled today; the argument about how much you spend before anybody outside acts can be settled this afternoon.
Decision Forks$499
The Cannibalization Strategy Pack
Whether the substitution happens is a question about your customers. Whether you should supply it is arithmetic. Merging them is what makes the decision feel like a test of courage.
Crisis & Reinvention$499
The Crisis Response Strategy Pack
A crisis is priced on the gap between knowing and acting, not on the defect. The gap is measured from a document you already hold, and one more quarter of it has a number.
Business Model$499
The Cross-Subsidy Strategy Pack
A cross-subsidy is a capital allocation nobody made, and the two numbers that would let somebody make it are already inside your own reporting.
Growth & Portfolio$499
The Distribution Rebellion Strategy Pack
Going direct does not remove the functions the channel was performing. It moves them onto your profit and loss, usually at worse efficiency.
Moat & Competition$499
The Drawdown Strategy Pack
A proposal containing a saving and no cost has assumed a decay rate. It has just never said so, and nobody has been asked to own it.
Moat & Competition$499
The Ecosystem Lock-In Strategy Pack
Lock-in is not what a customer would pay to leave. It is what they will bear before they start looking — and only the gap between those two numbers is collectable.
Decision Forks$499
The Enterprise AI Deployment Strategy Pack
A portfolio of capable pilots and an empty production estate is the normal position in enterprise AI, and it is rarely a modeling problem. Find the gate that is actually open, and price what a completed unit costs once somebody has to check it.
Growth & Portfolio$499
The Flywheel Strategy Pack
A flywheel makes acquisition cheaper by a fixed proportion, quickly, and then it stops — which is a valuable thing to own and a poor thing to forecast on.
People & Control$499
The Founder Control Strategy Pack
Control is a purchase renewed every year, not a possession dilution takes away. The price is computable, and the structures that fail almost never fail on it.
Crisis & Reinvention$499
The Liability Reckoning Strategy Pack
A reckoning is a financing problem with a legal trigger. The objective is to turn an open-ended exposure into a schedule you can pay, and what that conversion is worth is computable.
Business Model$499
The Loss Leader Strategy Pack
A loss leader is a loan, made at the point of sale, to every customer who walks out with one — including the ones who will never buy anything else.
Growth & Portfolio$499
The Market Entry Strategy Pack
Expansion fails at the rate, not the market. The rate limit is two numbers divided, and a plan can be comfortably funded and impossible to run.
Moat & Competition$499
The Moat Anatomy Strategy Pack
A moat is not something your business has. It is the gap between what a challenger must spend to take your customer and what that customer earns them, and it is measured in their numbers, not yours.
Business Model$499
The Money Machine Strategy Pack
The lure, the engine and the meter. The first two are yours; the rate the earning scales on usually is not, and that is where money machines end.
Business Model$499
The Pricing Model Change Strategy Pack
A price change moves a number. A pricing model change moves four layers and creates a trough somebody has to fund. Size it before you announce the change, not after the first quarter that misses.
Business Model$499
The Pricing Power Strategy Pack
A price rise is decided by two numbers, and almost every company brings only one of them to the meeting.
People & Control$499
The Refusal Strategy Pack
A doctrine is cheap in every year anybody has looked at it and expensive in the one nobody has, which is the year it gets abandoned by people who never decided to abandon it.
Decision Forks$499
The Residual Strategy Pack
An explanation with no ceiling explains whatever it is asked to explain, which means it can never be wrong — and one that can never be wrong has been agreed rather than found.
Decision Forks$499
The Reversals Strategy Pack
One cost is paid once and is visible. The other is paid every year and is invisible. The room compares one against nothing, and holds.
Decision Forks$499
The Road Not Taken Strategy Pack
A story with no terms in it is not a decision anybody made. It is an anecdote wearing the clothes of one, and it cannot be learned from because there is nothing in it to check.
Decision Forks$499
The Separation Strategy Pack
The sum of the parts is the only figure in a separation paper that nobody can check. Everything else is in the accounts, the market, or the ledger.
Moat & Competition$499
The Standards War Strategy Pack
The toll is not collected after the war. It is part of what an adopter is comparing, before anybody has adopted anything.
Crisis & Reinvention$499
The Turnaround Strategy Pack
A turnaround that gives up nothing is a cost program wearing a turnaround's name — and the plan can be right and still be replaced before anybody finds out.
Decision Forks$499
The Verdict Window Strategy Pack
Nobody decides to become impatient. The window shortens by drift, in a conversation nobody scheduled, among people who would each say they had been patient.
Boundaries of the Firm$499
The Vertical Integration Strategy Pack
You can outsource anything whose interface you can specify and nothing you cannot — and what you give away unspecified, you buy back at a price somebody else sets.
Growth & Portfolio$499
The Adjacency Expansion Strategy Pack
Every adjacency is sold as leverage. This pack separates the strength you can genuinely lend a new business from the strength you only believe you can, and prices the difference.
Boundaries of the Firm$499
The Asset-Light Bet Strategy Pack
Asset-light is argued as a multiple story and decided as an operating one. This pack prices the fee stream against the owned economics, and asks where the risk actually goes.
Crisis & Reinvention$499
The Declining Growth Strategy Pack
A shrinking core is five different problems wearing the same symptom. Diagnose which one you face, choose the response it implies, and price how much time you can actually buy.
What a pack is, and what it is not
A pack is a kit for running a decision, not a research report and not a course. It is worth buying when a real decision is in front of you and you would otherwise start from a blank page. It is not worth buying to read. These are professional-grade deliverables of the kind that take twenty to twenty-five hours to prepare, or thousands of dollars to commission.
The price does not carry customization, implementation help or support, and the pages say so rather than implying otherwise. Worked examples use an explicitly fictional business, labeled as such on every file that contains one, with numbers tuned to teach rather than to flatter. A worked example where everything works is a brochure.
Where a pack reasons beyond its evidence, the page says so. Each one carries a provenance register listing what is sourced, what is derived, what is Stratrix analysis, and what is not asserted at all.