Case Studies
Case Study: A Moat That Eroded (Nokia)
How Nokia went from the world's dominant mobile phone maker to an also-ran, and what its moat collapse teaches investors about durability, disruption and when to sell.
Read guide → Case StudiesCase Study: Amazon's Reinvestment Machine
How Amazon's capital allocation turned low reported profits into one of history's great compounders, and what its reinvestment machine teaches patient investors.
Read guide → Case StudiesCase Study: Apple as a Consumer Business
Why Warren Buffett analysed Apple as a consumer business rather than a tech stock, and what its ecosystem moat, switching costs and buybacks teach investors.
Read guide → Case StudiesCase Study: Costco's Membership Moat
How Costco's membership model creates a durable moat through scale, loyalty and deliberately low markups, and what it teaches investors about quality businesses.
Read guide → Case StudiesCase Study: How Buffett Analysed Coca-Cola
How Warren Buffett analysed Coca-Cola before Berkshire's 1988 purchase, and what his reasoning teaches you about brand moats, pricing power and holding forever.
Read guide → Case StudiesCase Study: What Went Wrong at GE
How General Electric fell from the world's most valuable company to a broken-up conglomerate, and what its decline teaches investors about complexity, debt and management.
Read guide → Case StudiesMattel Stock Analysis: A Five Criteria Scorecard (2026)
A personal, opinionated breakdown of how to evaluate Mattel stock—bull case, bear case, valuation range, and the one question that determines everything.
Read guide → Case StudiesBuffett's Bank of America Investment: A Five Criteria Case Study
How and why Warren Buffett invested $5B in Bank of America in 2011—and what his reasoning teaches every investor about buying great businesses in a crisis.
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