Publications

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2004
Article

Investment, Overhang, and Tax Policy

By: Mihir A. Desai and Austan D. Goolsbee

Keywords: Investment; Taxation; Policy

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27 May 2008
Sharpening Your Skills

Sharpening Your Skills: Thinking About Global

to invest in? Although circumstances in some countries have changed since this 2007 interview, Professor Richard Vietor's basic advice for analyzing the business environment of countries remains strong. Key concepts include: Governments... View Details

July 2021
Teaching Plan

Scale and Scope at Drake Real Estate Partners

By: Christina R. Wing and David Lane

Teaching Plan for HBS Case No. 621-065. View Details

Keywords: Business Growth and Maturation; Family Business; Investment; Ownership; Value Creation; Financial Services Industry; Real Estate Industry; United States; Latin America; Chile

October 2012
Case

Dispensers of California, Inc.

By: David A. Wilson and David Hawkins

An investor seeking capital must prepare projected financial statements for a new business. View Details

Keywords: Financial Statement Preparation; Accounting Process; Forecasting and Prediction; Investment; Financial Statements; Business Startups; Capital; California

October 2011 (Revised July 2012)
Case

ATR KimEng Financial Corporation

By: Li Jin, Michael Shih-ta Chen and Dawn Lau

ATR KimEng is a Philippino asset management business. It is making an important decision on its own strategy going forward: should it stay independent, or be taken over by a large bank in the region. Through this case, we discuss the financial service industry in South... View Details

Keywords: Asset Management; Mergers and Acquisitions; Capital Markets; Investment; Financial Services Industry; Philippines

March 2003 (Revised November 2009)
Case

Hudson Manufacturing Company

By: Paul A. Gompers and Vanessa del Valle Broussard

Concerns the decision by Brett Keith and Owen Colligan to purchase Hudson Manufacturing, a maker of heaters and air filtration units for the military. Keith and Colligan have organized a search fund and identified Hudson as a potential buyout. The decline in the... View Details

Keywords: Mergers and Acquisitions; Decision Choices and Conditions; Investment; Pollutants; Industrial Products Industry; Manufacturing Industry

October 1988 (Revised December 1994)
Supplement

Major Home Appliance Industry in 1988

By: David J. Collis and Nancy Donohue

Updates developments in the industry. Included among these are GE's reinvestment program, GE and Whirlpool's bidding war for Roper, Sears' expansion into selling brand names, Whirlpool's expansion into the European markets, and a number of other examples of this kind... View Details

Keywords: Development Economics; Investment; Globalization; Brands and Branding; Bids and Bidding; Expansion; Europe

Article

Impact-Weighted Financial Accounts: A Paradigm Shift

By: Ethan Rouen and George Serafeim

The last decade has seen an exponential increase in corporate sustainability activities and efforts by investors to use these activities in their portfolio formation, valuation, and stewardship activities. This paper explains the need for a uniform strategy to measure... View Details

Keywords: Impact-Weighted Accounts; ESG (Environmental, Social, Governance) Performance; Corporate Social Responsibility and Impact; Measurement and Metrics; Standards

Keywords: Warren Buffett; Berkshire Hathaway; Tracy Britt; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

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Clubs

Venture Capital & Private Equity Club

Keywords: Investment Banking / Sales & Trading; Investment Banking / Sales & Trading

11 Jun 2013
News

A Rising Star Emerges at Berkshire

01 Dec 2011
News

Up the Learning Curve

Keywords: Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

Web

Tough Tech Ventures - Course Catalog

at scale. Career Focus This course has been specifically designed for students who are considering founding, joining or investing in tough tech ventures upon, or soon after, graduation. While the course is focused on advanced technology,... View Details

Web

Alex Thinath Archives | Social Enterprise

Filter Results: (1) Submit Author Types Alumni HBS Staff SE Practitioners SEI Faculty SEI Team Students Topics Alumni for Impact Alumni Programs Arts Business for Social Impact Business School Executive Education Faculty Research Future of Work HBS Students Impact... View Details

14 Jun 2004
Research & Ideas

The Big Money for Big Projects

matters in the investment decisions made in financing a project. Could you explain this further? A: Modigliani and Miller's (M&M) "irrelevance" proposition is one of the foundations of modern finance. It states that... View Details

Keywords: by Ann Cullen; Financial Services

15 Feb 2016
Research & Ideas

Want Your Employees to Plan Better for Retirement? Don't Do This

employee 401(k) contributions responded to savings information provided by their employers. The study was conducted to understand what kind of influence company-offered information can have. “We’ve uncovered a phenomenon that is probably not sufficiently attended to in... View Details

Keywords: Re: John Beshears; Financial Services

05 Aug 2002
Research & Ideas

Are Consumers the Cure for Broken Health Insurance?

control ensures that many consumers' and providers' needs go unmet and that industry inefficiency goes unchecked. In many ways, the current health insurance model resembles the way companies used to manage their employees' retirement savings. In traditional defined... View Details

Keywords: by Regina E. Herzlinger

01 Oct 2001
News

Lunch with Jack: Student Dines with GE's Welch

met for a catered lunch in a room next to Welch's office on the 53rd floor of the GE Building at Rockefeller Plaza. "We talked nonstop," says Sanders, who spent his summer in Boston at the investment management firm of Gannett Welsh &... View Details

Keywords: Architectural, Engineering, and Related Services; Professional Services

March 2023 (Revised June 2023)
Case

Doing Business in Kigali, Rwanda

By: Andy Zelleke, A. Zelleke, Leonard A. Schlesinger, Leonard A. Schlesinger, Pippa Tubman Armerding and Wale Lawal

This case examines the challenges and opportunities of doing business in Rwanda. It highlights Rwanda's economic transformation in the decades leading up to 2023 in the context of its history, culture, and politics. The case gives an overview of some of the main... View Details

Keywords: Business History; Business and Government Relations; Technological Innovation; Foreign Direct Investment; Economic Growth; Transportation Industry; Tourism Industry; Rwanda

September 2008
Article

Firm Heterogeneity and Credit Risk Diversification

By: Samuel G. Hanson, M. Hashem Pesaran and Til Schuermann

This paper examines the impact of neglected heterogeneity on credit risk. We show that neglecting heterogeneity in firm returns and/or default thresholds leads to under estimation of expected losses (EL), and its effect on portfolio risk is ambiguous. Once EL is... View Details

Keywords: Volatility; Credit; Investment Return; Outcome or Result; Risk and Uncertainty; Loss; Diversification; Complexity; United States