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  • All HBS Web  (806)
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    • News  (218)
    • Research  (493)
    • Events  (2)
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  • Faculty Publications  (274)
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  • 02 Jan 2020
  • Op-Ed

Medicare for All or Public Option: Can Either Heal Health Care?

charge, gives away an average $310,000 in benefits over what the typical member has purchased. Not surprisingly, this Ponzi scheme collects far less of the taxes and premiums necessary to fund it.  "Medicare’s leverage helps... View Details
Keywords: by Regina E. Herzlinger and James Wallace; Health; Public Administration
  • 08 Nov 2024
  • Op-Ed

How Private Investors Can Help Solve Africa's Climate Crisis

African people, businesses, and nations are becoming increasingly stressed by climate-related perils like droughts, river flooding, extreme heat, and rising sea levels. This is leading not only to the destruction of assets but also challenges to lives and... View Details
Keywords: by John Macomber; Green Technology; Energy
  • January 2017
  • Case

The Six CEOs of Tyco International Ltd.

By: John R. Wells and Gabriel Ellsworth
In September 2016, Johnson Controls, Inc. completed the acquisition of Tyco International PLC, a $9.9 billion business with operating profits of $884 million. The purchase consideration was $14.4 billion. Although the deal was billed as a merger, Ireland-based Tyco... View Details
Keywords: Tyco; Dennis Kozlowski; Edward Breen; Fire Safety; Fire Protection; Security; Packaging; Securities And Exchange Commission; Fraud; Accounting; Accounting Audits; Earnings Management; Financial Statements; Goodwill Accounting; Acquisition; Mergers and Acquisitions; Business Conglomerates; Business Divisions; Business Exit or Shutdown; Business Growth and Maturation; Business Headquarters; Business Model; Business Organization; For-Profit Firms; Restructuring; Crime and Corruption; Engineering; Applied Optics; Chemicals; Construction; Metals and Minerals; Ethics; Finance; Cash Flow; Public Equity; Stock Options; Financing and Loans; Initial Public Offering; Profit; Revenue; Geographic Location; Geographic Scope; Global Range; Globalized Firms and Management; Multinational Firms and Management; Corporate Accountability; Corporate Disclosure; Health Care and Treatment; Business History; Executive Compensation; Selection and Staffing; Courts and Trials; Lawfulness; Lawsuits and Litigation; Business or Company Management; Goals and Objectives; Growth and Development Strategy; Market Entry and Exit; Public Ownership; Problems and Challenges; Strategy; Business Strategy; Competition; Competitive Strategy; Competitive Advantage; Consolidation; Corporate Strategy; Diversification; Expansion; Horizontal Integration; Value; Chemical Industry; Construction Industry; Consumer Products Industry; Electronics Industry; Energy Industry; Industrial Products Industry; Manufacturing Industry; Medical Devices and Supplies Industry; Mining Industry; Pharmaceutical Industry; Semiconductor Industry; Telecommunications Industry; Utilities Industry; Republic of Ireland; Switzerland; Bermuda; United States; New Hampshire
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Wells, John R., and Gabriel Ellsworth. "The Six CEOs of Tyco International Ltd." Harvard Business School Case 717-459, January 2017.
  • 2018
  • Working Paper

Corporate Refinancing, Covenants, and the Agency Cost of Debt

By: Daniel Green
How valuable are restrictive debt covenants in reducing the agency costs of debt? I exploit the revealed preference decision to refinance fixed-coupon bonds, which weighs observable interest rate savings against the unobservable costs of a change in restrictive... View Details
Keywords: Covenants; Refinancing; Corporate Bonds; Agency Costs; Debt Policy; Borrowing and Debt; Bonds; Interest Rates
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Green, Daniel. "Corporate Refinancing, Covenants, and the Agency Cost of Debt." Working Paper, 2018. (Revise and Resubmit, Journal of Finance.)
  • April 1996 (Revised January 2006)
  • Case

Times Mirror Company PEPS Proposal Review

By: Peter Tufano
Times Mirror Co. (TMC) owns a substantial block of Netscape common stock purchased prior to Netscape's IPO, on which it has substantial unrealized gains. TMC is restricted from selling the stock in a public offering and is therefore considering a proposal by Morgan... View Details
Keywords: Risk Management; Stocks; Taxation; Corporate Finance; Telecommunications Industry; Media and Broadcasting Industry; United States
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Tufano, Peter, and Cameron Poetzscher. "Times Mirror Company PEPS Proposal Review." Harvard Business School Case 296-089, April 1996. (Revised January 2006.)
  • 10 Jun 2010
  • Working Paper Summaries

Corporate Governance and Internal Capital Markets

Keywords: by Zacharias Sautner & Belén Villalonga
  • December 2013 (Revised March 2024)
  • Case

Breaking Bad (the Rules): Argentina Defaults, Inflates (and Grows), 1997–2015

By: Rafael Di Tella and Fernanda Miguel
In late October 2011, after losing 1 billion of dollar reserves in one month, the Argentine government began imposing a series of currency controls, limiting the ability to buy foreign currency. As of October 2011, Argentina's tax collection agency AFIP had been... View Details
Keywords: Default; Inflation; Inflation and Deflation; Currency; Governance Controls; Argentina
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Di Tella, Rafael, and Fernanda Miguel. "Breaking Bad (the Rules): Argentina Defaults, Inflates (and Grows), 1997–2015." Harvard Business School Case 714-036, December 2013. (Revised March 2024.)
  • 15 Sep 2014
  • Research & Ideas

Are the Most Talented Employees the Highest Paid? Yes—If They’re Bankers

Job seekers who want to be paid commensurate with their talent level might want to pursue a career in high finance. Recent research finds that the finance industry compensates employees largely according to how talented they are. Other... View Details
Keywords: by Carmen Nobel; Banking
  • October 1981 (Revised August 2010)
  • Case

Quabbin Cablevision Company

By: Henry B. Reiling
Several entrepreneurs are considering the purchase of an existing cable TV business with the financial assistance of several investors. They must decide whether to establish the company as a partnership or a corporation, and how to capitalize the company for an optimal... View Details
Keywords: Mergers and Acquisitions; Business Organization; Television Entertainment; Entrepreneurship; Capital Structure; Taxation; Telecommunications Industry; Massachusetts
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Reiling, Henry B. "Quabbin Cablevision Company." Harvard Business School Case 282-003, October 1981. (Revised August 2010.)
  • March 2002 (Revised June 2003)
  • Case

MAC Development Corporation

By: Richard G. Hamermesh and Colleen McCaffrey
Deals with MAC Development's efforts to develop a 41-acre site near Chicago. Reviews two years of efforts and highlights the remaining issues of: 1) gaining town approval for development and tax reductions, 2) meeting the bank's debt covenants, including finding a... View Details
Keywords: Risk Management; Taxation; Financial Instruments; Borrowing and Debt; Asset Pricing; Construction Industry; Chicago
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Hamermesh, Richard G., and Colleen McCaffrey. "MAC Development Corporation." Harvard Business School Case 802-140, March 2002. (Revised June 2003.)
  • November 2019
  • Supplement

United Technologies Corp.: Are the Parts Worth More Than the Whole?

By: Benjamin C. Esty and Daniel Fisher
After spending more than 50 years creating a diversified industrial conglomerate that Fortune Magazine described as “arguably the most profitable conglomerate in America” in 2014, UTC’s CEO Greg Hayes was under pressure from activist investors (Dan Loeb and Bill... View Details
Keywords: Corporate Strategy; Business Conglomerates; Financial Management; Corporate Governance; Organizational Structure; Diversification; Valuation; Investment Activism; Financial Strategy; Investment Funds; Value Creation; Aerospace Industry; Electronics Industry; Industrial Products Industry; United States
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Esty, Benjamin C., and Daniel Fisher. "United Technologies Corp.: Are the Parts Worth More Than the Whole?" Harvard Business School Spreadsheet Supplement 220-714, November 2019.
  • December 2004 (Revised April 2006)
  • Case

Nestle and Alcon--The Value of a Listing

By: Mihir A. Desai, Vincent Dessain and Anders Sjoman
In response to a perceived undervaluation by the capital markets, Nestle is considering divesting a part of its ophthalmology subsidiary, Alcon, and must decide on a listing location. In the process, students are challenged to wrestle with the valuation of a... View Details
Keywords: Business Conglomerates; International Finance; Corporate Entrepreneurship; Markets; Taxation; Business Subsidiaries; Valuation; Food and Beverage Industry; Health Industry; Europe; United States
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Desai, Mihir A., Vincent Dessain, and Anders Sjoman. "Nestle and Alcon--The Value of a Listing." Harvard Business School Case 205-056, December 2004. (Revised April 2006.)
  • March 2018
  • Teaching Note

Making Target the Target: Boycotts and Corporate Political Activity (A) and (B)

By: Nien-hê Hsieh and Victor Wu
Through the challenges facing Target, the case examines the ways in which corporations can become involved in political and legislative debates and processes, ranging from campaign contributions to lobbying. In 2016, Target CEO Brian Cornell must determine how to... View Details
Keywords: Public Opinion; Social Issues; Corporate Social Responsibility and Impact; Mission and Purpose; Problems and Challenges; Laws and Statutes; Rights; Crisis Management; Risk Management; Media; Political Elections; Taxation; Corporate Accountability; Values and Beliefs; Fairness; Diversity; Customers; Communication; Business and Government Relations; Retail Industry; United States
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Hsieh, Nien-hê, and Victor Wu. "Making Target the Target: Boycotts and Corporate Political Activity (A) and (B)." Harvard Business School Teaching Note 318-123, March 2018.
  • February 2009 (Revised June 2010)
  • Background Note

Note on Valuing Control and Liquidity in Family and Closely Held Firms

Most companies around the world are family controlled and/or closely held. The need to value these companies routinely arises in practice for a variety of reasons, e.g., to buy out minority shareholders; for gift and estate tax purposes; to tie executive compensation... View Details
Keywords: Family Business; Financial Liquidity; Governance Controls; Valuation
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Villalonga, Belen. "Note on Valuing Control and Liquidity in Family and Closely Held Firms." Harvard Business School Background Note 209-104, February 2009. (Revised June 2010.)
  • 2008
  • Working Paper

Where Does It Go? Spending by the Financially Constrained

By: Shawn A. Cole, John Thompson and Peter Tufano
In this paper, we analyze the spending decisions of over 1.5 million Americans who vary in their degree of revealed credit constraints. Specifically, we analyze how these Americans spend their income tax refunds, using transaction-level data from a stored-value card... View Details
Keywords: Decision Choices and Conditions; Credit; Personal Finance; Spending; Taxation; Consumer Behavior; United States
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Cole, Shawn A., John Thompson, and Peter Tufano. "Where Does It Go? Spending by the Financially Constrained." Harvard Business School Working Paper, No. 08-083, March 2008. (Revised April 2008.)
  • 19 Jan 2016
  • First Look

January 19, 2016

stages and later in its subsequent growth into a diversified business group. Publisher's link: https://www.hbs.edu/faculty/Pages/item.aspx?num=50341 November 2015 Annual Review of Financial Economics Financing Innovation By: Kerr, William... View Details
Keywords: Sean Silverthorne
  • March 2001 (Revised July 2004)
  • Case

Adecco SA's Acquisition of Olsten Corp

In the summer of 1999, Adecco SA, one of the world's leading staffing companies, was in the midst of attempting to acquire the staffing operations of Olsten Corp., a U.S. firm. This case analyzes the economics of the staffing industry, basic valuation, cross-border... View Details
Keywords: Financial Condition; Acquisition; Cross-Cultural and Cross-Border Issues; Service Industry; United States
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Kedia, Simi, and Peter Tufano. "Adecco SA's Acquisition of Olsten Corp." Harvard Business School Case 201-068, March 2001. (Revised July 2004.)
  • December 2008
  • Case

Merrimack Tractors and Mowers: LIFO or FIFO?

By: William J. Bruns Jr., Sharon Bruns and Susan S. Hameling
At Merrimack Tractors and Mowers in 2008, product manufacturing costs are increasing faster than competitors' costs, and as a result earnings are likely to fall below those reported in 2007. The company president and the company controller have discussed this problem,... View Details
Keywords: International; Financial; Reporting; Standards; Inventory; Business Ethics; Assets; Valuation; Ethics; Taxation; Financial Reporting; Manufacturing Industry
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Bruns, William J., Jr., Sharon Bruns, and Susan S. Hameling. "Merrimack Tractors and Mowers: LIFO or FIFO?" Harvard Business School Brief Case 083-217, December 2008.
  • September–October 2020
  • Article

Managing Churn to Maximize Profits

By: Aurelie Lemmens and Sunil Gupta
Customer defection threatens many industries, prompting companies to deploy targeted, proactive customer retention programs and offers. A conventional approach has been to target customers either based on their predicted churn probability or their responsiveness to a... View Details
Keywords: Churn Management; Defection Prediction; Loss Function; Stochastic Gradient Boosting; Customer Relationship Management; Consumer Behavior; Profit
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Lemmens, Aurelie, and Sunil Gupta. "Managing Churn to Maximize Profits." Marketing Science 39, no. 5 (September–October 2020): 956–973.
  • March 2001 (Revised November 2001)
  • Case

Merrill Lynch HOLDRS

By: Andre F. Perold and Simon E. Brown
Exchange-traded funds (ETFs) and HOLDRS (Holding Company Depositary Receipts) represent recent and highly successful capital market innovations. HOLDRS closely approximates a buy-and-hold strategy, and Merrill Lynch believes the product has significantly lower taxes... View Details
Keywords: Capital Markets; Cost; Stocks; Financial Strategy; Investment Funds; Taxation; Innovation and Invention; Product; Success; Expansion
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Perold, Andre F., and Simon E. Brown. "Merrill Lynch HOLDRS." Harvard Business School Case 201-059, March 2001. (Revised November 2001.)
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