TransDigm is a highly acquisitive company that manufactures a wide range of highly engineered aerospace parts with highly successful, but controversial strategy. On the one hand, its stock price had increased by over ten times in ten years since its IPO in March 2006, and both its revenues and...

In August 2017, MoviePass dramatically lowered its monthly subscription price from $50 to just $10 which allowed subscribers to see up to one movie per day. The idea was to rapidly scale the business to the point where they could generate incremental revenue streams from related businesses...

In May 2013, TransDigm, a company that manufactured a wide range of highly engineered aerospace parts for both military and civilian aircraft, announced it was buying Arkwin Industries for $286 million in cash (3 times Arkwin's sales of $91 million). Having acquired more than 40 companies in the...

Eaton Corporation, a diversified industrial conglomerate, had been changing its strategic focus and re-configuring its portfolio of businesses for the past 15 years. Through more than 70 acquisitions and 50 divestitures, Eaton had narrowed its strategic focus considerably and was now pursuing a...

A new environmental regulation known as IMO 2020 was creating what one industry analyst called “the biggest shakeup for the oil and shipping industries in decades.” According to the new regulation, all ocean-going ships would have to limit their sulfur emissions by January 1, 2020. Senior...

After spending more than 50 years creating a diversified industrial conglomerate that Fortune Magazine described as “arguably the most profitable conglomerate in America” in 2014, UTC's CEO Greg Hayes was under pressure from activist investors (Dan Loeb and Bill Ackman) to break the company...

After losing market share to low-priced competitors such as Harry's and Dollar Shave Club for several years, Gillette decided to fight back by launching new products and increasing advertising. When these efforts failed to stem the losses, Gillette decided to cut the prices on its razors and...

Impax Laboratories was a technology-based pharmaceutical company that used a “dual platform” strategy to sell both generic and branded treatments. While Impax had grown organically for most of its history, it was beginning to use major acquisitions for growth. In the early morning of June...

The a2 Milk Company (a2MC) became the most valuable company listed on the New Zealand stock exchange in 2018 by capitalizing on a biochemical discovery related to the protein composition of cow’s milk. Because many people find the A1 protein difficult to digest, and that protein may be related...