M

50 companies

Microsoft

Software & Cloud Computing

Microsoft's transformation under Satya Nadella represents one of the most successful metabolic pathway shifts in business history. By 2014, the compan...

9 mentions sp500, nasdaq100

Marvel Entertainment

Entertainment & Media

Marvel filed Chapter 11 bankruptcy in December 1996 with $700 million in debt after the comic book market collapsed. Investor Ike Perlmutter provided...

4 mentions

McDonald's

Quick Service Restaurants

McDonald's represents the most successful example of asexual reproduction in business history. When Ray Kroc encountered the McDonald brothers' San Be...

4 mentions sp500

Maersk Line

Shipping & Logistics

The world's largest container shipping company, headquartered in Denmark with 17% global market share and 700+ vessels. Maersk demonstrates fractal lo...

1 mention

Mercado Libre

E-commerce / Fintech

Mercado Libre ('Free Market'), founded by Marcos Galperin in 1999, became Latin America's e-commerce leader by solving the region's fundamental trust...

1 mention

Meta/Facebook

Technology/Social Media

Social media and technology company that demonstrates effective decomposition through open-sourcing. When Facebook reduced internal usage of React Nat...

1 mention

Microsoft Japan

Technology

Japanese subsidiary of Microsoft that conducted a landmark 4-day workweek experiment in August 2019. By closing offices every Friday and implementing...

1 mention

Mitsubishi Motors

Automotive

Japanese automaker added to the Renault-Nissan Alliance in 2016, transforming the two-party coalition into a three-party structure. The addition was i...

1 mention

Moderna

Biotechnology / Pharmaceuticals

Moderna spent 10 years and $2.5 billion with zero revenue. No mRNA drug had ever been approved when they started in 2010. The allocation was extreme:...

1 mention

Mondragon Corporation

Worker Cooperative/Manufacturing

Mondragon is the world's largest worker-owned cooperative - 80,000+ worker-owners, €11.2 billion annual revenue, founded in Spain's Basque Country in...

1 mention

Movie Gallery

Video Rental

Movie Gallery is mentioned as one of Blockbuster's traditional competitors. Blockbuster's selective membrane served them well defending against tradit...

1 mention

Mailchimp

Marketing Technology

Email marketing company cited as example of ectotherm business model - bootstrapped, profitable from day one, grew with market demand like a cold-bloo...

MakerDAO

Cryptocurrency / DeFi

A Decentralized Autonomous Organization managing a decentralized stablecoin, making decisions through token-based voting where proposals are submitted...

Manhattan Associates

Technology

Manhattan Associates develops, sells, deploys, and maintains software solutions designed to manage supply chains, inventory, and omnichannel operation...

russell2000

Manning & Napier

Financial Services

Manning & Napier is an independent investment management firm providing investment strategies and solutions for institutional and private wealth clien...

russell2000

Marathon Petroleum Corporation

Energy

Marathon Petroleum Corporation is an integrated downstream energy company that refines, markets, and transports petroleum products primarily in the Un...

russell2000

MarketAxess Holdings

Financial Services

MarketAxess Holdings operates an electronic trading platform for fixed-income securities providing liquidity across global credit markets. The company...

russell2000

Marriott International

Hospitality

Marriott International is the world's largest hotel company with more than 30 brands and 8,000 properties across 139 countries. The company operates a...

russell2000

Mars

Consumer Goods/Pet Food

Global confectionery and pet food company that acquired P&G's pet food brands (Iams, Eukanuba) for $2.9B in 2014 as part of P&G's portfolio pruning st...

private

Maserati

Automotive/Luxury

Italian luxury car manufacturer that serves as a cautionary example of diluted signaling. Under Fiat Chrysler ownership in the 2010s, Maserati attempt...

Mastercard

Payment Networks / Financial Services

The payment network that learned the most profitable war is one you never finish. Mastercard holds 25-30% of the global payment network market, formi...

sp500

McKinsey & Company

Management Consulting

Management consulting firm demonstrating preferential attachment in hiring - strong reputation attracts better applicants, allowing selective hiring t...

Medicine Man Technologies

Cannabis

Medicine Man Technologies is a cannabis consulting and products company providing operational and technical consulting services to cannabis cultivator...

russell2000

Medtronic

Medical Devices

Medtronic operates medical devices with first-mover advantage in cardiac pacemakers. Network effects from physician training and vertical integration...

sp500

Meituan

Technology/Food Delivery

Chinese shopping platform for locally found consumer products and retail services. Ongoing territorial war with WeChat (2019-present) as food delivery...

hangseng

MercadoLibre

Technology/E-commerce

Latin American e-commerce and fintech company founded in 1999 by Marcos Galperin in Argentina. Started as an eBay-style auction marketplace during the...

Mercedes-Benz

Automotive

Mercedes-Benz is a leading global manufacturer of premium and luxury vehicles, renowned for innovation, safety, and design excellence, with a strong f...

dax40

Merchants Bancorp

Financial Services

Merchants Bancorp is a diversified bank holding company offering multi-family housing and healthcare facility financing, mortgage warehouse financing,...

russell2000

Merck

Pharmaceuticals

Merck demonstrates vertical integration across drug discovery, clinical development, and global manufacturing. Resource partitioning across therapeuti...

sp500

Merck KGaA

Pharmaceuticals

Merck KGaA is a leading science and technology company operating in healthcare, life science, and electronics sectors, combining pharmaceutical innova...

dax40

Meta

Technology / Social Media

Meta exemplifies both the power and peril of thermal regulation at scale. The company (formerly Facebook) operates within a thermal window, having kil...

sp500, nasdaq100

Metro AG

Retail

German retail company that purchased 85 of Walmart's German stores for $500M in 2006 when Walmart exited after 9 years of losses.

MGIC Investment Corporation

Insurance

MGIC Investment Corporation is the holding company for Mortgage Guaranty Insurance Corporation, the nation's leading provider of private mortgage insu...

russell2000

Micron Technology

Semiconductors

Micron operates memory semiconductors with economies of scale in DRAM and NAND production. Convergent evolution with Samsung and exponential growth th...

sp500, nasdaq100

Microsoft Azure

Cloud Computing

Microsoft's cloud computing platform, launched in 2010 as a follower to AWS. Azure demonstrates successful late-entrant strategy, growing to approxima...

Midea Group

Home Appliances

Midea Group is one of the world's largest home appliance manufacturers, producing air conditioners, refrigerators, washing machines, and owning brands...

csi300

Miro

Software

Miro provides collaborative whiteboard platform for distributed teams. Network effects through viral adoption with exponential growth.

private

Mistral AI

Artificial Intelligence

Mistral AI develops efficient large language models with open-source focus. First-mover advantage in European frontier AI.

private

Mitsubishi

Diversified Conglomerate

One of Japan's largest conglomerates with roots dating to 1870, founded as a shipping company by Yataro Iwasaki during Japan's Meiji Restoration. Mits...

Molson Coors Beverage Company

Brewing

Molson Coors is a multinational brewing company formed through the SABMiller + Molson Coors merger (2007), representing one of the major players in th...

monday.com

Software - Collaboration

monday.com provides cloud-based Work OS platform for building custom workflow applications.

russell2000

Mondelez International

Packaged Foods & Snacks

Mondelez operates global snack brands including Oreo and Cadbury with economies of scale. First-mover advantage in emerging market brand building.

nasdaq100

MongoDB

Database Software

MongoDB provides document-oriented database platform with flexible schemas. First-mover advantage in NoSQL databases with strong developer network eff...

nasdaq100

Monster Beverage

Beverages

Monster Beverage capitalized on energy drink growth through Coca-Cola distribution partnership. Convergent evolution with Red Bull and mutualistic net...

nasdaq100

Monzo

Financial Services/Digital Banking

UK digital bank that demonstrated chemical signal alignment during a 2019 PIN security breach. When customer PINs were inadvertently logged in plainte...

Moonpig Group

Retail

Moonpig is the UK's leading online greeting cards and gifting platform. The company allows customers to personalize cards and send gifts with next-day...

ftse250

Morgan Stanley

Investment Banking

Investment bank that survived the 2008 financial crisis by converting to a bank holding company and gaining Fed support.

sp500

MTN Group

Telecommunications

MTN Group is Africa's largest mobile telecommunications company, providing network access, digital services, and fintech solutions to over 280 million...

jsetop40

Muddy Waters Research

Financial Research

Investment research firm founded by Carson Block that exposed Luckin Coffee's fraud through intensive verification methods including surveillance foot...

Munich Re

Reinsurance

Munich Re is the world's largest reinsurance company, providing risk management solutions to insurance companies globally and operating primary insura...

dax40