COMPOUNDED
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The index

Companies

Every company we have studied, and the handful of decisions that made each one compound.

Crocs
A foam clog that was nearly discontinued, then turned into a global footwear brand.
GoPro
A wearable action camera that created a category, then had to defend it.
IKEA
A mail-order business that lowered furniture prices by making customers do the assembly.
Netflix
A DVD-by-mail rental service that cannibalized itself into the largest streaming company in the world.
Patagonia
An outdoor brand whose founder transferred ownership to fund environmental work.
Square
A small card reader that opened card payments to merchants banks had ignored.
Starbucks
A coffee-bean retailer reshaped into a cafe chain after a trip to Milan.
Trader Joe's
A small-format grocer that built loyalty on private-label products instead of competing on selection.

Notes from Andrew

The thinking that didn’t make the final cut.

Key takeaways and the research behind each company, sent the morning each episode drops.

Netflix
S01 · E01 · COMPOUNDED
8:24
24:18