B

61 companies

Blockbuster

Video Rental & Entertainment

Blockbuster didn't fail because it missed Netflix. The company knew about Netflix, even considered acquiring them for $50 million. Blockbuster failed...

10 mentions

Basecamp

Software / Project Management

Basecamp has operated with voluntary caloric restriction for 25 years. The company maintains 50-60 employees while serving millions of customers and g...

5 mentions

BlackBerry

Mobile Phones & Software

In 2008, BlackBerry had an $84 billion market cap and 20% of the global smartphone market. By 2016, less than 1% market share and $3 billion market ca...

5 mentions

Boeing

Aerospace Manufacturing

Boeing held 80% of the commercial aviation market in 1970. By 2024, it had surrendered half that share to Airbus while two 737 MAX crashes killed 346...

4 mentions

Berkshire Hathaway

Conglomerate / Insurance / Investments

Warren Buffett's genius isn't picking stocks - it's designing ecosystems. Berkshire Hathaway comprises 60+ wholly owned businesses spanning insurance,...

2 mentions sp500

Best Buy

Retail Electronics

The electronics retailer that survived where Circuit City died - then learned that distributing power isn't the same as distributing accountability....

2 mentions

BHP Group

Mining

BHP Group is one of the world's largest mining companies, headquartered in Melbourne, Australia, extracting iron ore, copper, coal, nickel, and petrol...

2 mentions

British East India Company

Trading & Colonial Enterprise

The British East India Company represents extreme organizational longevity through adaptive sensing - 274 years of continuous operation (1600-1874) th...

2 mentions

Bank of America

Banking / Financial Services

Bank of America appears in the book as one of the distressed companies that Berkshire Hathaway invested in during the 2008 financial crisis. Buffett's...

1 mention sp500

BBC World Service

Media/Broadcasting

The British Broadcasting Corporation's World Service, launched in 1932 as the BBC Empire Service, has broadcast news in 42 languages to audiences exce...

1 mention

BioNTech

Biotechnology

BioNTech proved that genetic drift in markets can shift entire industries overnight. The German biotechnology company, alongside Moderna, demonstrated...

1 mention

Bombardier

Aerospace

Canadian aerospace company that developed the C Series aircraft program before selling it to Airbus in 2018 for effectively zero dollars. The Bombardi...

1 mention

Bridgewater Associates

Hedge Fund

World's largest hedge fund ($150B AUM) that attempted to engineer prosocial leadership through 'radical transparency' - all meetings recorded, constan...

1 mention

Buffer

Technology / Social Media Tools

The social media company that made transparency so radical it became a competitive advantage. Buffer publishes everything: real-time revenue dashboar...

1 mention

ByteDance

Technology / Social Media

The Chinese tech giant that proves you can work 996, dominate video, and still lose the productivity war to biology. ByteDance (owner of TikTok/Douyi...

1 mention private

B&M European Value Retail

Retail

B&M is a variety retailer offering branded products at discount prices. Operating over 1,000 stores across the UK and Europe, it focuses on fast-movin...

ftse250

BAE Systems

Aerospace & Defense

BAE Systems is a British multinational defense, security, and aerospace company and one of the world's largest defense contractors, designing and manu...

ftse100

Baidu

Technology

Baidu is China's leading search engine and AI company, investing heavily in artificial intelligence, autonomous driving through Apollo, and cloud comp...

hangseng

Bain & Company

Management Consulting

Bain & Company revolutionized consulting by applying the marginal value theorem to client relationships. Founded in 1973 when Bill Bain left BCG, the...

Banc of California, Inc.

Regional Banking

Banc of California is a bank holding company operating through its subsidiary Banc of California, N.A., serving businesses and individuals throughout...

russell2000

BancFirst Corporation

Regional Banking

BancFirst is an Oklahoma-based bank holding company providing a full range of commercial banking services through its subsidiary BancFirst. The compan...

russell2000

Banco Bradesco

Banking

Banco Bradesco S.A. is one of Brazil's largest private banks, offering retail banking, credit cards, insurance, and investment products through an ext...

bovespa

Banco Santander

Financial Services

Santander is a Spanish banking group and one of the largest banks in Europe. The company serves over 150 million customers across Europe and the Ameri...

eurostoxx

Bandai Namco Holdings Inc.

Gaming & Entertainment

Bandai Namco is a major entertainment company formed from the merger of Bandai and Namco, known for video games, toys, and anime properties. The compa...

nikkei225

Bang & Olufsen

Consumer Electronics/Audio

Danish consumer electronics company that exemplifies good genes signaling through design constraints. B&O's BeoLab 8000 speakers (1992) fit high-fidel...

Bank of China Limited

Banking & Finance

Bank of China is one of China's oldest and most internationalized banks, with extensive overseas operations. The company provides commercial banking,...

csi300

Bank of Marin Bancorp

Regional Banking

Bank of Marin Bancorp is the holding company for Bank of Marin, a California-based community bank serving the San Francisco Bay Area. The company prov...

russell2000

Barclays

Banking

Barclays is a British multinational investment bank and financial services company with operations in retail banking, wealth management, corporate ban...

ftse100

BASF

Chemicals

BASF is the world's largest chemical producer, creating chemistry solutions for nearly every industry including automotive, agriculture, construction,...

dax40

Bayer

Pharmaceuticals

Bayer is a global life science company with core competencies in healthcare and agriculture, developing innovative products in pharmaceuticals, crop s...

dax40

BBVA

Financial Services

BBVA is a Spanish multinational financial services company. The bank operates retail banking, wholesale banking, and asset management across Europe, A...

eurostoxx

Bear Stearns

Investment Banking

Investment bank sold to JPMorgan in March 2008 when bankruptcy loomed. Unlike Lehman Brothers, Bear Stearns received government-facilitated rescue. Em...

Ben & Jerry's

Food & Beverage

Ben & Jerry's is mentioned as a Unilever acquisition that demonstrates brand modularity - Unilever can integrate acquired brands without requiring who...

Beyond Meat

Food - Plant-Based

Beyond Meat creates plant-based meat substitutes designed to replicate taste and texture of animal meat.

russell2000

Bitcoin Network

Cryptocurrency / Financial Technology

A radically decentralized cryptocurrency network where no central authority controls the network and consensus emerges from distributed nodes followin...

BlackRock

Asset Management

BlackRock dominates asset management with network effects and economies of scale across $10+ trillion AUM. Platform economics through Aladdin risk man...

sp500

Block

Financial Technology

Block operates Square payment processing and Cash App peer-to-peer payments. Two-sided network effects with platform economics enabling cross-selling.

nasdaq100

BMW

Automotive

German automotive manufacturer that partnered with Henkel on adhesive co-development for automotive lightweighting. The BMW i3 extensively uses adhesi...

dax40

BNP Paribas

Banking

BNP Paribas is a leading European bank with international reach, serving individual customers, corporates, and institutional investors across more tha...

cac40

BNSF Railway

Transportation/Railroad

Freight railroad acquired by Berkshire Hathaway in 2010 for $44 billion. Competes in freight transport via rail infrastructure, operating as independe...

BNSF Railway

Transportation/Railroad

Railroad company acquired by Berkshire Hathaway in 2010 for $44 billion - Berkshire's largest acquisition ever. Operates 32,000 route miles across 28...

BOE Technology Group

Display Technology

BOE is the world's largest manufacturer of LCD and OLED display panels, supplying screens for smartphones, tablets, monitors, and televisions to Apple...

csi300

Bolt

Mobility & Delivery

Estonian mobility and delivery platform competing with Uber across Europe and Africa. Offers ride-hailing, food delivery, and scooter sharing services...

private

boohoo group

Retail

boohoo is a leading online fashion retailer targeting young consumers. The company operates multiple brands including boohoo, PrettyLittleThing, and N...

ftse250

Booking Holdings

Online Travel

Booking Holdings operates online travel platforms including Booking.com and Priceline. Two-sided network effects where more properties attract more tr...

nasdaq100

Boot Barn Holdings, Inc.

Specialty Retail - Western Wear

Boot Barn is the nation's leading lifestyle retailer of western and work-related footwear, apparel, and accessories. The company operates over 380 sto...

russell2000

Borders Books

Retail / Books

Bookstore chain that went bankrupt in 2011, unable to compete with Amazon. Example of competitive displacement.

Bose

Consumer Electronics/Audio

American audio equipment company that exemplifies dishonest signaling. Bose positions as premium audio ($1,000 headphones, $3,000 speakers) through he...

Boston Consulting Group (BCG)

Management Consulting

Boston Consulting Group represents the traditional consulting model that Bill Bain departed from in 1973. BCG's approach was to work with any client w...

BP

Oil and Gas / Energy

BP is a case study in how organizational alarm systems fail catastrophically. The 2010 Deepwater Horizon explosion killed 11 workers, spilled 4.9 mill...

ftse100

Braintree

Financial Technology / Payments

The payments company that chose enterprises over developers - and proved there's more than one way to win in fintech. Founded in 2007, Braintree zigg...

Bridge Bancorp, Inc.

Regional Banking

Bridge Bancorp is the parent company of BNB Bank, a community-oriented financial services company serving Long Island and the greater New York metropo...

russell2000

Bristol Myers Squibb

Biopharmaceuticals

Bristol Myers Squibb operates biopharmaceuticals with first-mover advantage in cancer and cardiovascular therapies. Vertical integration across drug d...

sp500

British American Tobacco

Tobacco

British American Tobacco is a multinational tobacco company producing cigarettes, heated tobacco products, and vaping devices under brands including D...

ftse100

Broadcom

Semiconductors & Infrastructure Software

Broadcom demonstrates vertical integration in semiconductor design and enterprise software through strategic acquisitions. Platform economics emerge f...

sp500, nasdaq100

Brookline Bancorp, Inc.

Regional Banking

Brookline Bancorp is a bank holding company serving customers throughout New England with a full range of banking services. Through its bank subsidiar...

russell2000

Bryn Mawr Bank Corporation

Regional Banking

Bryn Mawr Bank Corporation is a bank holding company providing full-service retail and commercial banking, trust, wealth management, and insurance ser...

russell2000

BT Group

Telecommunications

BT Group is a leading telecommunications and network provider in the UK, offering fixed-line services, broadband, mobile, and TV products through bran...

ftse100

BWX Technologies, Inc.

Nuclear Technology & Services

BWX Technologies is a leading supplier of nuclear components and fuel to the U.S. government and provides technical and management services to support...

russell2000

BYD

Electric Vehicles/Batteries

Chinese electric vehicle and battery manufacturer headquartered in Shenzhen. Pioneered affordable EVs leveraging Shenzhen's manufacturing ecosystem. R...

BYD Company

Automotive

BYD is a global leader in electric vehicles and rechargeable batteries, pioneering the transition to sustainable transportation with vertically integr...

hangseng, csi300