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  • 2014
  • Working Paper

Principals and Their Car Dealers: What Do Targets Tell About Their Relation?

By: Jan Bouwens, Eddy Cardinaels and Jingwen Zhang
In this study we describe target setting and target achievements for a car dealership. Car dealers are eligible for a discount on the purchase price conditional on their achieving the sales targets set by the franchisor. We show that car dealers (franchisees) who... View Details
Keywords: Goals and Objectives; Motivation and Incentives; Franchise Ownership; Auto Industry; Retail Industry
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Bouwens, Jan, Eddy Cardinaels, and Jingwen Zhang. "Principals and Their Car Dealers: What Do Targets Tell About Their Relation?" Harvard Business School Working Paper, No. 14-107, April 2014.
  • Teaching Interest

Finance I

By: Archie L. Jones

This course examines the role of finance in supporting the functional areas of a firm, and fosters an understanding of how financial decisions themselves can create value.

Topics covered include:

  • Basic analytical skills and principles of... View Details
  • July 1, 2024
  • Article

Research: Speed Matters When Companies Respond to Social Issues

By: Alison Wood Brooks, Jimin Nam, Maya Balakrishnan and Julian De Freitas
Companies and their leaders face new pressures to make public statements about controversial and sometimes divisive social and political issues. New research shows that timing matters: consumers perceive a relationship between speed and authenticity, and discount... View Details
Keywords: Perception; Social Issues; Public Opinion; Communication Strategy
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Brooks, Alison Wood, Jimin Nam, Maya Balakrishnan, and Julian De Freitas. "Research: Speed Matters When Companies Respond to Social Issues." Harvard Business Review (website) (July 1, 2024).
  • March 1994 (Revised June 1999)
  • Background Note

Real Options: Valuing Managerial Flexibility

Provides a basic understanding of real options in corporate finance. Traditional discounted cash flow techniques (NPV) do not deal well with managerial flexibility or future response to uncertainty. The value of this flexibility can be significant and is handled well... View Details
Keywords: Strategy; Capital Budgeting; Corporate Finance
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Edleson, Michael E. "Real Options: Valuing Managerial Flexibility." Harvard Business School Background Note 294-109, March 1994. (Revised June 1999.)
  • June 18, 2019
  • Article

Research: Investors Reward Companies That Talk Up Their Digital Initiatives

By: Suraj Srinivasan and Wilbur Chen
A study of how companies disclose their digital initiatives on earnings calls and written communications finds that more firms are using these technologies, that financial markets reward companies that disclose such initiatives, but that financial performance... View Details
Keywords: Digital Technologies; Disclosure; Investment; Performance Improvement
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Srinivasan, Suraj, and Wilbur Chen. "Research: Investors Reward Companies That Talk Up Their Digital Initiatives." Harvard Business Review (website) (June 18, 2019).
  • June 2001 (Revised September 2010)
  • Exercise

Deal-crafting Toolkit

By: Michael A. Wheeler
Illustrates the potential sources of value creation as well as practical barriers to its achievement. Students analyze five brief scenarios that would yield efficient trades over valuation, discount rates, expectations, and risk tolerance, but that might be thwarted by... View Details
Keywords: Negotiation Deal; Negotiation Process; Behavior; Valuation; Value Creation
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Wheeler, Michael A. "Deal-crafting Toolkit." Harvard Business School Exercise 801-201, June 2001. (Revised September 2010.)
  • May 2006
  • Article

Tying Odysseus to the Mast: Evidence from a Commitment Savings Product in the Philippines

By: Nava Ashraf, Dean Karlan and Wesley Yin
We designed a commitment savings product for a Philippine bank and implemented it using a randomized control methodology. The savings product was intended for individuals who want to commit now to restrict access to their savings, and who were sophisticated enough to... View Details
Keywords: Information; Product; Philippines
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Ashraf, Nava, Dean Karlan, and Wesley Yin. "Tying Odysseus to the Mast: Evidence from a Commitment Savings Product in the Philippines." Quarterly Journal of Economics 121, no. 2 (May 2006): 635–672. (Winner of TIAA-CREF Paul A. Samuelson Award Certificate of Excellence For an outstanding research publication containing ideas that the public and private sectors can use to maintain and improve America's lifelong financial well being presented by TIAA-CREF Institute.)
  • January 1995 (Revised August 1997)
  • Background Note

Cross-Border Valuation

By: Kenneth A. Froot and W. Carl Kester
Provides a review of valuation techniques used to assess cross-border investments. Discusses the discounting of free cash flows with a weighted average cost of capital and the use of adjusted present value. Special concerns such as foreign-exchange risk, country risks,... View Details
Keywords: Valuation; Cross-Cultural and Cross-Border Issues
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Froot, Kenneth A., and W. Carl Kester. "Cross-Border Valuation." Harvard Business School Background Note 295-100, January 1995. (Revised August 1997.)
  • November 2020
  • Teaching Note

Valuing Celgene's CVR

By: Benjamin C. Esty and Daniel Fisher
Teaching Note for HBS Case No. 221-031. When Bristol-Myers Squibb (BMS) acquired Celgene Corporation in November 2019, Celgene shareholders received cash, BMS stock, and a contingent value right (CVRs) that would pay $9 if the U.S. Food and Drug Administration (FDA)... View Details
Keywords: Mergers and Acquisitions; Valuation; Value; Judgments; Decision Making; Cash Flow; Financial Instruments; Cognition and Thinking; Pharmaceutical Industry; Biotechnology Industry; United States
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Esty, Benjamin C., and Daniel Fisher. "Valuing Celgene's CVR." Harvard Business School Teaching Note 221-036, November 2020.
  • Research Summary

Does Banks' Corporate Control Benefit Firms?

In this paper we examine the importance of banks' corporate control by investigating the loan policy pricing effect of banks' voting stakes on their borrowers. A sample of loans taken out over the 2000-2003 time period shows that banks charge lower rates on... View Details
  • February 2000 (Revised January 2008)
  • Case

Merrill Lynch: Integrated Choice

By: V. Kasturi Rangan and Marie Bell
Merrill Lynch, a full-service brokerage firm with $1.5 trillion in client assets, is under attack from both discount and electronic brokerage firms. It responds with Integrated Choice, a suite of products designed to capture clients from the do-it-yourself investor who... View Details
Keywords: Distribution Channels; Marketing Strategy; Product Launch; Organizational Change and Adaptation; Risk and Uncertainty; Financial Services Industry
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Rangan, V. Kasturi, and Marie Bell. "Merrill Lynch: Integrated Choice." Harvard Business School Case 500-090, February 2000. (Revised January 2008.)
  • Article

The Effects of Product Line Breadth: Evidence from the Automotive Industry

By: Antonio Moreno and Christian Terwiesch
Using a detailed data set from the U.S. automotive industry, we enrich the existing literature on product line breadth with new results that highlight previously unexplored operational aspects of its benefits and costs. We find that expanding product line breadth has a... View Details
Keywords: Variety; Pricing; Automotive Industry; Marketing/operations Interface; Platforms; Empirical Operations Management; Product Marketing; Production; Management; Auto Industry
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Moreno, Antonio, and Christian Terwiesch. "The Effects of Product Line Breadth: Evidence from the Automotive Industry." Marketing Science 36, no. 2 (March–April 2017): 254–271.
  • May 1995 (Revised October 1995)
  • Background Note

Introduction to Cash Flow Valuation Methods

By: Richard S. Ruback
Provides an introduction to three cash flow valuation methods. The three methods differ in their measure of cash flows and the discount rate applied to those cash flows. The names for the three methods correspond to the type of cash flow that is used in the valuation:... View Details
Keywords: Cash Flow; Valuation
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Ruback, Richard S. "Introduction to Cash Flow Valuation Methods." Harvard Business School Background Note 295-155, May 1995. (Revised October 1995.)
  • February 1992 (Revised July 1993)
  • Case

Telefonica de Argentina S.A.

Deals with the privatization of the Argentine telephone industry. Focuses on the restructuring aspect. Commercial banks owned sovereign debt of Argentina trading at a deep discount to par. The question is whether the banks should exchange their sovereign debt... View Details
Keywords: Financial Instruments; Restructuring; Privatization; Commercial Banking; Telecommunications Industry; Argentina
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Fenster, Steven R. "Telefonica de Argentina S.A." Harvard Business School Case 292-039, February 1992. (Revised July 1993.)
  • February 2010 (Revised June 2022)
  • Case

Dollarama Inc.

By: Andre F. Perold
Dollarama is the leading operator of dollar stores in Canada. The firm performed extraordinarily well after a leveraged buyout in 2004 and recently executed a highly successful IPO. The company sources its goods primarily from Asia. It has strong brand recognition and... View Details
Keywords: Price; Growth and Development Strategy; Product Positioning; Supply Chain; Competitive Advantage; Valuation; Consumer Products Industry; Retail Industry; Canada
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Perold, Andre F. "Dollarama Inc." Harvard Business School Case 210-041, February 2010. (Revised June 2022.)
  • January 1993 (Revised October 1994)
  • Background Note

Note on Adjusted Present Value

By: Timothy A. Luehrman
Describes the "adjusted present value" (APV) approach to discounted cash flow analysis. Much of the note is devoted to a critical comparison of APV and an approach based on the wrighted average cost of capital (WACC). Argues that APV is usually, if not always, simpler,... View Details
Keywords: Valuation; Cost of Capital
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Luehrman, Timothy A. "Note on Adjusted Present Value." Harvard Business School Background Note 293-092, January 1993. (Revised October 1994.)
  • 2006
  • Other Unpublished Work

Does Banks' Corporate Control Benefit Firms? Evidence from US Banks' Control over Firms' Voting Rights

By: Joao A.C. Santos and Kristin Wilson
In this paper we examine the importance of banks' corporate control over their borrowers by investigating the loan pricing effect of banks' voting stakes in borrowers. We exploit the fact that banks may hold shares of firms in a fiduciary capacity to identify a clean... View Details
Keywords: Voting; Corporate Governance; Commercial Banking; Banking Industry; United States
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Santos, Joao A.C., and Kristin Wilson. "Does Banks' Corporate Control Benefit Firms? Evidence from US Banks' Control over Firms' Voting Rights." American Finance Association, 2006.
  • June 2017
  • Case

AT&T Versus Verizon: A Financial Comparison

By: V.G. Narayanan and Joel L. Heilprin
This case asks students to prepare a report comparing the financial and operating performance of AT&T and Verizon. Taking the perspective of a communications industry analyst, they must also consider the differences between and implications of the companies' business... View Details
Keywords: Financial Statements; Operations; Analysis; Business Model; Accounting; Performance Effectiveness; Telecommunications Industry
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Narayanan, V.G., and Joel L. Heilprin. "AT&T Versus Verizon: A Financial Comparison." Harvard Business School Brief Case 917-543, June 2017.
  • Research Summary

The Value of Family Ownership, Control, and Management

In collaboration with Professor Raphael Amit of Wharton, Belén Villalonga is investigating how family ownership, control, and management affect firm value. Their forthcoming Journal of Financial... View Details

  • August 2018 (Revised February 2019)
  • Case

Shindigz

By: Frank Cespedes
Shindigz provides party and celebratory items for various occasions and events through its branded online channel, through third-party retail and wholesale channels, and external online marketplaces. The case focuses on pricing challenges facing a venture with an... View Details
Keywords: Ecommerce; Pricing; Price; Strategy; Decision Making; Brands and Branding; Distribution Channels; E-commerce; Consumer Products Industry
Citation
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Cespedes, Frank. "Shindigz." Harvard Business School Case 819-010, August 2018. (Revised February 2019.)
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