Lens family
445 analyses · Decision Forks
Siemens Has a Turnaround Legend. It Hides That There Were Two Near-Deaths, Not One.
Siemens
ExxonMobil Didn't Disrupt Its Cash Cow. It Bought It a Bigger Pasture.
ExxonMobil
Shell Never Disrupted Its Cash Cow. It Painted It Green and Kept Milking.
Shell
Enphase Didn't Cannibalize Its Cash Cow. It Smuggled It Inside the New Product.
Enphase
DuPont Didn't Collapse. It Was Taken Apart on Purpose to Unlock Value.
DuPont
Rio Tinto Didn't Fire Its CEO Over Juukan Gorge. The Shareholders Did.
Rio Tinto
The Fed Took Away Wells Fargo's Ability to Grow. It Took Seven Years to Earn It Back.
Wells Fargo
HSBC Didn't Collapse. It Keeps Dying in the Same Place: Anywhere That Isn't Asia.
HSBC
AIG Didn't Have One Fire. It Had Two, Burning Toward Each Other.
AIG
AstraZeneca Turned Down $117 Billion. The Real Reason Wasn't the One the Board Gave.
AstraZeneca
Purdue's Crisis Response Wasn't a Failure. It Worked for Seventeen Years.
Purdue Pharma
23andMe Sold You a Spit Kit Once and Called It a Platform. The Math Never Worked.
23andMe
Paramount Had Better Offers. One Person's Vote Beat All of Them.
Paramount
AT&T Spent ~$167 Billion to Become a Media Company. It Exited for a Fraction and Called It a Pivot.
AT&T
AT&T Tried to Buy T-Mobile. It Accidentally Funded the Company That Ate Its Lunch.
T-Mobile
MoviePass Didn't Lose a Bet. It Was Selling One Story to Customers and Another to the SEC.
MoviePass
BuzzFeed Didn't Die From an AI Bet. It Died From a Balance Sheet.
BuzzFeed
Gucci's Famous Comeback Had Two Engines. Everyone Remembers Only One.
Kering (Gucci)
Coco Chanel Never Owned Chanel. That's the Whole Strategy.
Chanel
Burberry's Famous Comeback Never Happened the Way You Were Told
Burberry
Estée Lauder Didn't Get Caught Out by China. It Hid the Truth for Two Years.
Estée Lauder
L'Oreal Didn't Crack China and India With Genius. It Cracked Them by Failing Slowly.
L'Oreal
United Didn't Crack the Airline Business. It Just Refused to Die in It.
United Airlines
Xerox Built the Future at PARC. Then It Sold the Future to Its Past.
Xerox
BlackBerry Didn't Miss the iPhone. It Missed Three Things Underneath It.
BlackBerry
RadioShack Didn't Die From Amazon. It Sold Its 50% Margins for a Phone Kiosk.
RadioShack
Borders Didn't Lose to Amazon in 2001. It Rented Its Future to Amazon and Forgot to Buy It Back.
Borders
P&G Will Happily Kill Its Own Cash Cow — As Long As It Holds the Knife.
Procter & Gamble
Philip Morris Set Out to Kill Its Own Cigarette. It Got Halfway, and the Half That Stalled Tells You Why.
Philip Morris International
The 747 Almost Killed Boeing. But It Didn't Do It Alone.
Boeing