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Business Case Weekly

Case studies of great and unusual companies. Like Stanford or Harvard case study, but free and frequent.

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Substack
PricingOnly free issuesPublishesWeekly
Issues59Foundeda year agoLast Issue7 days ago
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Latest Issues

BCW 52: Netflix

Netflix has spent most of its 29 years deciding when to put its own business at risk. As a company that rented films by post, it had to decide when to send them over the internet instead. As one that licensed series from studios, it had to...

7 days ago

BCW 51: Intel

Intel’s product divisions earned $12.7 billion of operating income in 2025. The company as a whole reported a loss, because its manufacturing arm lost $10.3 billion in the same twelve months, and the factories and the product divisions are...

14 days ago

BCW 50: Rolls-Royce

Rolls-Royce has sold the same thing for 120 years, and it has never been a product. It has been a promise about the future: a car that would not break down, an engine that would arrive on a date at a price, a guaranteed cost per hour of fli...

a month ago
4
3

BCW 49: Constellation Software

Constellation Software’s market value has compounded at roughly 29 percent a year since it went public in May 2006, and it did that without ever issuing equity [1]. The company listed by selling other people’s shares rather than new ones, t...

a month ago
5

BCW 48: Klarna

Klarna’s product is a button. Its business is a loan book that turns over about ten times a year. In the first quarter of 2026 the company originated $33.7 billion of purchases through an average consumer balance of $124, held for an averag...

2 months ago
4
1

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