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The World's Largest Accommodation Company Owns No Rooms
Airbnb
Boundaries of the Firm7 min
The Loop That Ate Retail: How Amazon's Flywheel Turns Low Prices Into an Unstoppable Machine
Amazon
Moat Anatomy8 min
Apple Killed Its Own Cash Cow on Purpose: The iPod, the iPhone, and the Courage to Cannibalize
Apple
Growth & Portfolio7 min
Everyone Said the Apple Store Would Fail. It Became the Most Productive Retail on Earth.
Apple
Boundaries of the Firm8 min
Apple Didn't Switch to Its Own Chips for Speed. It Switched for Control.
Apple
Decision Forks7 min
The $380 Million Machine Only One Company on Earth Can Build
ASML
Moat Anatomy8 min
What Happens to a Company Built Around One Irreplaceable Person? Berkshire After Buffett
Berkshire Hathaway
People & Control8 min
Blockbuster Didn't Pass on Netflix Because It Was Stupid. It Passed Because It Couldn't Afford to Say Yes.
Blockbuster
Decision Forks8 min
The $30,000 Habit Wall Street Can't Quit: Inside the Bloomberg Terminal's Lock-In
Bloomberg
Moat Anatomy7 min
The 1,700-Mile Decision: Why Boeing Moved Its Headquarters Away From the People Who Built Planes
Boeing
Decision Forks7 min
Closed on Sundays, Still the Highest-Grossing Fast Food in America: The Strategy Hidden in Chick-fil-A's Culture
Chick-fil-A
People & Control7 min
New Coke Wasn't a Mistake. It Was the Most Expensive Proof a Brand Ever Got.
Coca-Cola
Decision Forks7 min
The Price That Wouldn't Move: How Coca-Cola Got Trapped at a Nickel for 70 Years
Coca-Cola
Business Model7 min
The Pipe Won: How Broadband Quietly Took Over the Business Cable TV Built
Comcast
Business Model7 min
Costco Doesn't Make Money Selling You Things. It Makes Money Letting You In.
Costco
Business Model7 min
The Map Walt Drew in 1957: How Disney Turned One Skill Into Seven Businesses That Feed Each Other
Disney
Growth & Portfolio8 min
Disney Paid $7.4 Billion for Pixar. It Already Owned the Movies.
Disney
Decision Forks8 min
The Printer Is the Bait: How HP Sells Hardware at a Loss to Win the Ink War
HP
Business Model7 min
IKEA Designs the Price Tag First. Everything Else Is Built to Survive It.
IKEA
Business Model8 min
The $100 Million Recall That Saved a Brand: How J&J Wrote the Playbook for Crisis Response
Johnson & Johnson
Crisis Response8 min
Kodak Invented the Digital Camera - Then Spent 30 Years Burying It
Kodak
Crisis Response7 min
How Lego Almost Died by Forgetting What It Was - and Came Back as the World's Top Toymaker
Lego
Crisis Response7 min
Louis Vuitton Never Holds a Sale. That Refusal Is the Entire Strategy.
LVMH
Business Model7 min
Facebook Didn't Overpay for Instagram and WhatsApp. It Bought the Two Companies That Could Have Killed It.
Meta
Decision Forks9 min
From 'Linux Is a Cancer' to the World's Largest Open-Source Owner: Anatomy of Microsoft's Great Reversal
Microsoft
Decision Forks7 min
Netflix Had to Kill the DVD Business. It Nearly Killed Netflix Instead.
Netflix
Growth & Portfolio7 min
Nike Doesn't Make Shoes. It Makes Desire, and Rents the Factories.
Nike
Boundaries of the Firm7 min
The Decade of Looking Wrong: How Nvidia's CUDA Bet Survived Wall Street's Contempt
Nvidia
Decision Forks7 min
'Earth Is Now Our Only Shareholder': How Patagonia's Founder Made His Values Impossible to Undo
Patagonia
People & Control8 min
The Better Format That Lost: What Betamax Teaches About Winning a Standards War
Sony
Moat Anatomy7 min
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