Lens family
431 analyses · Decision Forks
L'Oréal's Big Emerging-Market Bet Isn't China Anymore. The Numbers Forced the Switch.
L'Oreal
Buffett's Most Expensive Mistake Doesn't Appear on Any Balance Sheet
Berkshire Hathaway
BP Tried to Have It Both Ways on Climate. It Got Neither.
BP
Chevron Calls It a Measured Approach. The Numbers Call It a Retreat in Transition Clothing.
Chevron
A $250M Fund Took Three Seats on Exxon's Board. The Real Story Is Who Handed It the Votes.
ExxonMobil
Shell Didn't Abandon the Transition. It Did the Math and Cut the Part That Bled.
Shell
Enphase Is Betting the House on the House. The House Just Shrank 42%.
Enphase
Everyone Blamed Interest Rates for Enphase's Collapse. The Real Story Was Sitting in a Warehouse.
Enphase
The McPlant Test Was Designed to Say No. The Numbers Just Confirmed It.
Beyond Meat
Coca-Cola Didn't Out-Market the World. It Out-Located It - on the Army's Dime.
Coca-Cola
The Hershey Trust Didn't Block the Wrigley Deal. It Voted For It.
Hershey
Starbucks Didn't Triple Its Profits. It Recovered From a Hole It Dug Itself.
Starbucks
Chipotle's Comeback Wasn't About Food Safety. It Was About the Line.
Chipotle
Domino's Stock Outran Google. The Recipe Got the Credit. The Software Did the Work.
Domino's
Yum Didn't Flee China. It Turned China Into a 3% Royalty Check.
Yum Brands
Theranos Didn't Fool Its Star Board. It Built One That Couldn't Catch Her.
Theranos
Blackstone Bought Hilton at the Worst Possible Moment. That's Why It Made $14 Billion.
Hilton
Kodak Invented the Digital Camera, Led the Market, and Still Died. That's the Whole Lesson.
Kodak
Kodak Saw Digital Coming. Then It Made the Most Rational Mistake in Business History.
Kodak
3M Sold Off $8 Billion in Healthcare to Pay for Two Chemicals. That's Diversification Eating Itself.
3M
Jeff Immelt Didn't Inherit GE. He Inherited a Bomb Jack Welch Built.
GE
Siemens Spun Off Its Best Businesses on Purpose. The Discount Made It Worth It.
Siemens
AIG Blamed a London Unit. The London Unit Was in Connecticut.
AIG
AIG Paid Taxpayers Back $22.7 Billion. The Number Is True. It's Also Incomplete.
AIG
FedEx Ran Two Delivery Networks Down the Same Street for Two Decades. That Wasn't Strategy.
FedEx
Hermès Didn't Beat Arnault With Loyalty. It Beat Him With a Locked Vault.
Hermes
DuPont Kept the Science and Spun Off the Bill
DuPont
Rio Tinto Didn't Pivot Away From Iron Ore. It Bought Its Future While the Future Was On Sale.
Rio Tinto
BuzzFeed Never 'Pivoted to Video.' It Was Reading a Rigged Dashboard.
BuzzFeed
Quibi Spent $1.75 Billion Building a Toll Road Next to a Free Highway
Quibi