Case Studies

Each study takes a company or business pattern and extracts the frameworks, evidence, and actionable insights that matter. Available individually or as a bundle.

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J.B. Hunt: The Ride to an Attractive Niche

Transportation & Logistics · 30 min read

How a trucking company escaped commoditization by partnering with railroads to pioneer intermodal freight—and built a $16.5 billion business with a 14% ROIC in an industry most dismiss as a commodity.

intermodalindustry structuresubstitutes & complementsoptionality
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$12 Buy

Mars Attacks: Forrest Mars Sr. & the Foundation of Mars, Inc.

CPG & Capital Allocation · 35 min read

Forrest Mars Sr. started four businesses from scratch across two continents, pioneered scientific management in candy, and built a $50 billion private empire. A study in entrepreneurial capital allocation and assiduous reinvestment.

capital allocationscale economiesreinvestmentculture
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$12 Buy

Amazon: Leveraging Costs, Customers & Suppliers

E-Commerce & Strategy · 30 min read

How Amazon used a deep understanding of its cost structure, business float from suppliers and Prime members, and relentless price reductions to build a dominant business—all while raising minimal external capital.

cost structurescale economies sharedbusiness floatcounter-positioning
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$12 Buy

Costco: Weaving a Rope of Cost Efficiency

Retail & Scale Economies · 15 min read

Costco never raises prices—it attacks its own cost structure instead, passing 89% of every cost reduction to its 137 million members. A study in how many small advantages compound into an unassailable position.

scale economies sharedcost structurevalue creation
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$12 Buy

Circuit City & Best Buy: Adaptation in Consumer Electronics

Retail Strategy & The Margin Trap · 25 min read

One company clung to high margins while its market changed beneath it; the other adapted repeatedly. A comparative study in how margin obsession became Circuit City’s undoing.

margin trapadaptationcustomer preferences
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$12 Buy

Circuit City: Indecision & Capital Misallocation

Capital Allocation · 20 min read

Circuit City had the cash, the assets, and the opportunity to fix its impaired store base. Instead, it bought back $1 billion in stock, spun off CarMax tax-free, and dithered on store remodels. A counterfactual analysis of what could have been.

capital allocationsunk costscounterfactual
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$12 Buy

Circuit City: Looking for Margin in All the Wrong Places

Retail & Margin Myopia · 20 min read

How Circuit City’s obsession with high-margin sales tactics and extended service plans alienated the new self-service electronics customer and opened the door for Best Buy.

margin trapcustomer preferencesincentives
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$12 Buy

Circuit City’s Credit Bank: A Profitable Diversion

Corporate Finance · 12 min read

Circuit City’s internal credit bank was so profitable it masked the true economics of its stores—for years. A study in how non-core profit sources can create dangerous complacency.

profitable diversionmargin trapdisclosure
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$12 Buy

Roper Technologies: Exploiting M&A Market Inefficiencies

M&A & Capital Allocation · 20 min read

Brian Jellison transformed a cyclical pump company into a $30 billion software conglomerate by acquiring niche, high-cashflow businesses that larger buyers ignored. A masterclass in contrarian M&A.

capital allocationM&Acash return on investmentniche markets
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$12 Buy

Big Lots: Muddled Positioning & A Buyback Gone Wrong

Capital Allocation & Strategy · 18 min read

Big Lots had a windfall from a sale-leaseback and spent $418 million buying back stock instead of repositioning its business. It filed for bankruptcy three years later. A case in capital allocation failure.

capital allocationmarket positioningshare buybacks
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$12 Buy

Buc-ee’s: Making a Pitstop a Destination

Retail & Customer Experience · 15 min read

How clean bathrooms, cheap gas, and beaver-branded merchandise turned a Texas convenience store chain into a cultural phenomenon generating an estimated $2 billion in revenue.

value creationROICcustomer experienceunit economics
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$12 Buy

Convoy: When Capital Misunderstands Market Structure

Logistics & Industry Structure · 15 min read

Convoy raised $828 million to “blitzscale” freight brokerage and shut down two years later. A study in what happens when a Silicon Valley playbook meets a fragmented, commodity market.

industry structurecost structurecapital discipline
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$12 Buy

RXO Logistics: Using Market Sentiment to Fund M&A

Corporate Finance & M&A · 12 min read

How RXO used shareholder backing and a rising stock price to acquire Coyote Logistics with equity instead of debt—a rare instance of having your cake and eating it too.

capital allocationoptionalityM&A
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$12 Buy

Coke & Pepsi: Raising the Bar in Soft Drinks

Industry Structure & MES · 15 min read

How Coke and Pepsi used advertising as an endogenous sunk cost to raise the minimum efficient scale of the soft drink industry—winning market share not from each other, but from everyone else.

minimum efficient scaleendogenous sunk costsindustry structure
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$12 Buy

Brands Are Not Always What They’re Cracked Up To Be

Cost Structure & Competitive Advantage · 10 min read

Brand matters in CPG but not in automobiles. The difference comes down to cost structure: when R&D and advertising are a small share of total costs, brand can’t serve as an entry barrier.

cost structurebrandcompetitive advantage
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$12 Buy

On-Premise to SaaS: The Changing Nature of Scale

Software & Cost Structure · 8 min read

How the software industry’s transition from on-premise to SaaS shifted the nature of scale benefits from demand-side to supply-side—and changed the source of competitive advantage.

cost structureSaaSscale economies
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$12 Buy

Burgmaster: Entrepreneurial Spirit Sapped by Corporate Decay

Manufacturing & Culture · 20 min read

A family-built machine tool company acquired by a conglomerate, then taken private in an LBO. A study in how arrogance, bureaucracy, and complacency destroy a business from the inside.

cultureLBOmanufacturingconglomerate
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$12 Buy

Frequency: Coffee, Consumer Goods, Grains, Mattresses & Cars

Customer Captivity & Frequency · 10 min read

Purchase frequency as a force for customer captivity. High-frequency businesses like Starbucks and CPG build habits; low-frequency ones like cars and mattresses struggle to retain customers.

frequencycustomer captivityROIC
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$12 Buy

Cost Structure in 1980s Consumer Appliances

Cost Structure & Deflation · 8 min read

How price deflation affects firms differently based on whether their costs are fixed or variable—and why appliance manufacturers responded with industry consolidation.

cost structuredeflationmargin trap
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$12 Buy

Constraint-Fueled Creativity at AOL

Innovation & Value Creation · 5 min read

AOL, the smallest and poorest-funded online network, let users entertain themselves because it had no money for content. Capital constraints can force creative breakthroughs.

value creationconstraintsinnovation
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$12 Buy