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Strategically · everything on the record

Every analysis we've published.

The full record. Search it, filter by lens, and sort it however you think — or open the complete index to browse every analysis on one page.

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5 analyses · Boundaries of the FirmAsset-Light Bet
Pet Care Now Drives Roughly $29.5 Billion of Mars's $50-Billion-Plus Revenue
Mars·Jul 17, 2026
Asset-Light7 min→
Red Bull Calls Itself a Media Company. Its Books Say Otherwise.
Red Bull·Jul 1, 2026
Asset-Light7 min→
Shopify Said It Was Arming the Rebels. It Was Quietly Becoming the Empire.
Shopify·Jun 27, 2026
Asset-Light8 min→
Nike Owns Zero Factories and Earns a 44% Gross Margin on $51 Billion in Sales
Nike
Boundaries of the Firm7 min→
The World's Largest Accommodation Company Owns No Rooms
Airbnb
Boundaries of the Firm7 min→

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New Strategically analyses, the defining moves in business — checked against the record. No noise.

Lenses & archetypes

  • Decision Forks423
    • The Fork14
    • The Counterfactual82
    • Bet-the-Company34
    • The Reversal25
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  • Business Model313
    • The Money Machine102
    • The Pricing Lens107
    • The Loss Leader26
    • The Cross-Subsidy20
    All Business Model →
  • Boundaries of the Firm28
    • Vertical-Integration Bet31
    • Asset-Light Bet21
    • Distribution Rebellion23
    All Boundaries of the Firm →
  • Moat & Competition168
    • Moat Anatomy111
    • The Flywheel32
    • Ecosystem Lock-in24
    • Standards War18
    All Moat & Competition →
  • Growth & Portfolio180
    • Market-Entry Gambit62
    • Adjacency Expansion138
    • Cannibalization Choice80
    All Growth & Portfolio →
  • People & Control70
    • Culture Doctrine34
    • Founder Doctrine38
    • Succession Question11
    All People & Control →
  • Crisis & Reinvention98
    • The Fall85
    • The Turnaround57
    • Crisis Response105
    All Crisis & Reinvention →
All 24 archetypes explained →

Featured Strategically stories

  • Nintendo Built the Weakest Console of Its Generation. It Just Became the Fastest-Selling in History.Nintendo
  • Capital One Bought a Closed Loop for $35.3 Billion; Amex's Flywheel Is What It Didn't GetAmerican Express
  • Emirates Took $10 Million From Dubai Once — and Has Paid Back AED 14.6 Billion in DividendsEmirates
  • Hershey Walked Away From $23 Billion Partly to Keep Making Kit Kat Under LicenseHershey
  • Southwest's Cost Gap Funded the Low Fares — When It Closed, the Bag Fees ArrivedSouthwest

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Stratrix is a running record of the defining moves in business — the bets, models, and reversals — every claim checked against primary sources. Read the move, then run the same frameworks on your own strategy.

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