Lens family
80 analyses · Growth & PortfolioCannibalization Choice
Cisco Says It's a Software Company Now. It Bought That Identity for $28 Billion.
Cisco
Nestlé Bet $7.15 Billion on Starbucks Coffee Rights While Dumping Butterfinger
Nestle
Diageo Built a Moat Out of Whisky It Can't Sell Yet. Now the Moat Is Drinking Its Cash.
Diageo
Sony Invented Portable Music, Then Handed the Future to Apple to Protect Its Record Label
Sony Walkman
Kinect Sold 8 Million in 60 Days. Then Microsoft Strapped It to a Console Nobody Wanted at $499.
Microsoft Kinect
Windows Revenue Rose While Microsoft Grew to $281.7B — a Margin Upgrade Dressed as Disruption
Microsoft
IBM Cut Kyndryl Loose So the $34B Red Hat Bet Could Define the Company That Remained
IBM
IBM Sold the PC and Spun Off Kyndryl. Both Were the Same Trade.
IBM
Facebook's Mobile Pivot Was a Correction — Its Own 2012 Filing Admitted the Miss
Meta
Amazon Failed at Auctions and zShops Before Marketplace — Which Now Moves 60% of Units Sold
Amazon
Alibaba Promised to Break Itself Into Six. A Year Later It Was Quietly Gluing the Pieces Back On.
Alibaba
Sony Sold PlayStation Games to PC Players. Then It Saw Who Wasn't Coming Home.
Sony
Nintendo's Two Famous Reinventions Were Both Escape Plans From a Console That Failed
Nintendo
eBay Spun Off PayPal and Got the Smaller Half. By Design.
eBay
Shopify Spent $2.55B to Arm the Rebels Against Amazon. Then It Surrendered for Equity in a Startup.
Shopify
BlackBerry's Keyboard Was a Brilliant Answer to a Question Customers Stopped Asking.
BlackBerry
Samsung Paid Micron to Learn Memory Chips in 1983, Then Spent Into Downturns Until It Won
Samsung
Google+ Failed in Five Seconds. Most People Never Even Lasted That Long.
Alphabet (Google)
Intel Solved the Innovator's Dilemma Once. The iPhone Wasn't the Same Test.
Intel
Costco Could Raise Your Fee More Often. The Reason It Won't Is Worth $5 Billion.
Costco
CVS Quit Cigarettes. The $2 Billion Headline Hid the Real Trade.
CVS Health
Why Walmart, a $500B Store Business, Let E-Commerce Lose Money for 25 Years
Walmart
Pfizer Shed Zoetis, Consumer, Then Upjohn — a Tax-Free Escape Driven by EPS Math
Pfizer
Merck Loaded $9.5 Billion of Debt Onto Organon and Pocketed $9 Billion on the Way Out
Merck
Uber's Zero-Cash Self-Driving Handoff Was a Controlled Exit From Three Liabilities
Uber
Lyft Sold Self-Driving for ~$515M and Kept Only the Bikes That Make Money
Lyft
Peacock Lost $11B+ While Pay-TV Fell From 80% to 34% — the Bet Was Bigger Than TV
Comcast / NBCUniversal
Disney+ Was a Forced Retreat: ESPN's Affiliate Fees Were Eroding Before Streaming Launched
Disney
WBD Killed a Finished Batgirl Movie. The Tax Write-Off Was the Excuse, Not the Reason.
Warner Bros Discovery
Rio Tinto Bought Lithium at an 80%-Off Trough While Iron Ore Still Pays the Bills
Rio Tinto
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