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  • September 2020
  • Article

Analyst Forecast Bundling

By: Michael Drake, Peter Joos, Joseph Pacelli and Brady Twedt
Changing economic conditions over the past two decades have created incentives for sell-side analysts to both provide their institutional clients tiered services and to streamline their written research process. One manifestation of these changes is an increased... View Details
Keywords: Analysts; Earnings Forecasts; Forecast Accuracy; Forecast Bundling; Business Earnings; Forecasting and Prediction
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  • January 2025
  • Supplement

Hippo: Weathering the Storm of the Home Insurance Crisis (B)

By: Lauren Cohen, Grace Headinger and Sophia Pan
Rick McCathron, CEO of Hippo, was optimistic about the InsurTech's path to profitability after navigating the financial uncertainties of 2022. By bundling their home insurance services with third-parties and established insurance incumbents, Hippo was adopting a... View Details
Keywords: Fintech; Underwriters; Big Data; Homeowners' Insurance; Catastrophe Risk; Global Warming; Environment; Business Economics; Vertical Specialization; Bundling; Economies Of Scale; Business Model; Forecasting and Prediction; Climate Change; Environmental Sustainability; Green Technology; Technological Innovation; Natural Environment; Natural Disasters; Weather; Business Strategy; Competitive Advantage; Business Earnings; Insurance; Social Issues; Profit; Growth and Development Strategy; Insurance Industry; California; United States
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  • October 2009 (Revised July 2012)
  • Case

Emotiv Systems Inc.: It's the Thoughts that Count

By: Elie Ofek, Jason Riis and Paul Hamilton
Emotiv is getting ready to launch its innovative brain-computer interfacing (BCI) technology. The company has developed a special headset, called EPOC, and highly sophisticated software that can translate a person's emotions, cognitive thoughts, and facial expressions... View Details
Keywords: Technology Adoption; Sales; Technological Innovation; Demand and Consumers; Marketing Strategy; Partners and Partnerships; Entrepreneurship; Forecasting and Prediction; Product Launch; Business Startups; Technology Industry
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  • 07 Jul 2009
  • First Look

First Look: July 7

Missing Quarterly Analysts Forecasts (revised) Authors:Richard Mergenthaler, Shiva Rajgopal, and Suraj Srinivasan Abstract We find that missing the quarterly analyst consensus earnings forecast is associated... View Details
Keywords: Martha Lagace
  • 12 Jul 2016
  • First Look

July 12, 2016

bundled payments. The stakes are high, and the outcome will define the shape of the health care system for many years to come, for better or for worse. In this article, the authors argue that although capitation may deliver modest savings... View Details
Keywords: Sean Silverthorne
  • 2010
  • Working Paper

The Unbundling of Advertising Agency Services: An Economic Analysis

By: Mohammad Arzaghi, Ernst R. Berndt, James C. Davis and Alvin J. Silk
We address a longstanding puzzle surrounding the unbundling of services occurring over several decades in the U.S. advertising agency industry: What accounts for the shift from bundling to unbundling of services and the slow pace of change? Using Evans and Salinger's... View Details
Keywords: Advertising; Change; Forecasting and Prediction; Cost; Price; Analytics and Data Science; Surveys; Marketing Strategy; Media; Service Operations; Agency Theory; Mathematical Methods; Advertising Industry; United States
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  • 21 Aug 2018
  • First Look

New Research and Ideas, August 21, 2018

financial risk. Our findings highlight the challenges of using ACOs as a mechanism to achieve financial cost savings. Bundled payments, which focus on narrower episodes of care, may involve fewer operational complexities and be better... View Details
Keywords: Dina Gerdeman
  • Web

Behavioral Finance & Financial Stability

of small firms. See Robin’s other research here , Benjamin’s other research here , and David’s other research here . More Info Overreaction in Macroeconomic Expectations By: Pedro Bordalo , Nicola Gennaioli , Yueran Ma & Andrei Shleifer SEP 2020 What does... View Details
  • Web

Human Behavior & Decision-Making - Faculty & Research

adoption of value-based health care remains a challenge. This case study focuses on the care delivery transformation undertaken within an academic medical center, with a specific focus on novel payment structures (e.g., bundle payments),... View Details
  • Web

Leadership - Faculty & Research

towards a system that rewards value for patients. However, widespread adoption of value-based health care remains a challenge. This case study focuses on the care delivery transformation undertaken within an academic medical center, with a specific focus on novel... View Details
  • Web

Research - Behavioral Finance & Financial Stability

Macroeconomic Expectations By: Pedro Bordalo , Nicola Gennaioli , Yueran Ma & Andrei Shleifer SEP 2020 What does predictability of forecast errors teach us about how market participants form expectations? The authors study the rationality... View Details
  • 24 Jan 2012
  • First Look

First Look: Jan. 24

Abstract We examine the effect of mandatory International Financial Reporting Standards (IFRS) adoption on firms' information environment. We find that after mandatory IFRS adoption, consensus forecast errors decrease for firms that... View Details
Keywords: Sean Silverthorne
  • 27 May 2014
  • First Look

First Look: May 27

through their purchasing.   Working Papers Leveraging Market Power Through Tying and Bundling: Does Google Behave Anti-Competitively? By: Edelman, Benjamin Abstract—I examine Google's pattern and practice of tying and bundling to leverage... View Details
Keywords: Sean Silverthorne
  • 01 Sep 2017
  • News

Read All About It: Journalism Can Be Profitable

(MBA 1995) Local newspapers need to rethink what they are. Gone are the days of newspaper bundles where you cover all kinds of topics—some of which are now covered better in other places, whether it’s sports on ESPN or national and... View Details
Keywords: April White; New York Times; newspapers; Google; Wirecutter; social media; Facebook; News, Library, Internet, and Other Services; Information
  • 28 Sep 2010
  • First Look

First Look: September 28, 2010

revolutionary functionality. We explore a second entry path that does not rely upon Schumpeterian innovation: platform envelopment. Through envelopment, a provider in one platform market can enter another platform market, combining its own functionality with the... View Details
Keywords: Sean Silverthorne
  • 29 May 2018
  • First Look

New Research and Ideas, May 29, 2018

associated with a 0.5% increase in housing prices. Moreover, Yelp measures of local business activity provide leading indicators for housing price changes and help to forecast which neighborhoods are gentrifying. Publisher's link:... View Details
Keywords: Dina Gerdeman
  • 15 Dec 2009
  • First Look

First Look: Dec. 15, 2009

become the hubs of the network. Download the paper: http://www.hbs.edu/research/pdf/10-043.pdf Policy Bundling to Overcome Loss Aversion: A Method for Improving Legislative Outcomes (revised) Authors:Katherine L. Milkman, Mary Carol... View Details
Keywords: Martha Lagace
  • 19 Oct 2010
  • First Look

First Look: October 19, 2010

Working PapersValuation when Cash Flow Forecasts Are Biased Author:Richard S. Ruback Abstract This paper focuses adaptations to the discount cash flow (DCF) method when valuing forecasted cash flows that are... View Details
Keywords: Sean Silverthorne
  • 06 Dec 2016
  • First Look

December 6, 2016

value-based reimbursement models, however, such as bundled payments, accountable care organizations, and shared savings plans, provide powerful incentives for physicians to regain control over the quantity and quality of time they spend... View Details
Keywords: Sean Silverthorne
  • 03 Jan 2007
  • First Look

First Look: January 3, 2007

Kendall Square Research was a small competitor in the supercomputer industry. Sales grew rapidly in 1992 and early 1993 and the company sold stock to the public for the first time. Analysts forecast higher earnings for 1993, then the... View Details
Keywords: Sean Silverthorne