Netflix in India and the Wallet That Only Fits One Subscription
A market entry case worked from first principles, and the single number that ruled out an entire strategy before it could be tried.
Formula 1 and the Habit of Using What You Already Know
A case-interview run on F1's growth strategy, and the discipline of letting your best evidence survive to the final answer.
Mud Bay and the Hour That Wasn't Actually Dead
A case on a proposed store-hours cut, where the real question wasn't the math, but what that last hour of revenue actually represented.
Venture Southeast Asia and the Melting Ice Cube
A case on a private equity valuation, worked cold, including a real math error that produced a conclusion too clean to be true.
The Ripening Chemical and the Case for Moving First
A case on a biotech acquisition, worked cold, and the difference between a real reason and a reason that just sounds true.
Real Burger World and the Contradiction Built Into the Name
A case on a failed UK burger startup, worked cold, and the pivot the founders couldn't bring themselves to make.
Pepsi's Fifth Attempt at a Product Nobody Asked For
A case on Pepsi Next, worked cold, and the moment good-looking data almost talked me out of a sound instinct.
Pepsi A.M. and the Room That Already Knew
A case on a 1980s product launch, worked cold, and a lesson in not mistaking confidence for a correct argument.
Old Spice and the Answer That Was Already on the Table
A case on the "Man Your Man Could Smell Like" campaign, worked cold, and a clever theory that lost to a simpler, correct one.
Jaguar and the Trap of Convincing Yourself
A case on Jaguar's rebrand, worked cold, including a good-sounding fix that didn't survive its own logic.
Heinz and the Problem With Accusing the Wrong Culprit
A case on Heinz's "Ketchup Fraud" campaign, worked cold, and a stock number I found but chose not to use.
Ferrari's Bet Against Its Own Roadmap
A case on Ferrari's EV strategy, worked cold, and a real-world outcome that landed closer than expected.
ESPN and the Question Underneath the Question
A case on ESPN's streaming pivot, worked cold, and an analogy that didn't survive being challenged.
Burger King and the Habit They Were Actually Selling
A case on the Whopper Detour, worked cold, and the mechanism hiding under a viral stunt.
Bud Light and the Backlash That Came From the Wrong Direction
A case on Bud Light's 2023 campaign, worked cold, and the difference between being right and being right for the reason you claimed.
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