Publications

24 Dec 2013
News

Nancy Koehn on the Scourge of Affluenza

05 Sep 2019
Video

SIPs Intro: Len Schlesinger

19 Oct 2020
Video

Professor Jim Cash: Hoops and Positivity

19 Oct 2020
Video

Professor Jim Cash: What white privilege really means

January 2023 (Revised November 2024)
Case

ELCA's Series A

By: Anke Becker, Raymond Kluender and William R. Kerr

Vu Phong and Xavier Silva co-founded ELCA to build proprietary software for their technology-enabled language learning tool. Since winning a prestigious venture contest in 2021, their number of registered users grew rapidly, as did the demand for new features like... View Details

Keywords: Entrepreneurial Finance; Business Startups; Venture Capital; Growth and Development Strategy

September 2007 (Revised October 2010)
Case

DermaCare: Zapping Zits Directly

By: Richard G. Hamermesh and Lauren Barley

DermaCare has developed an innovative new product for the treatment of acne that they hope to sell to consumers via direct-response television. The unconventional nature of the product and its distribution has led the company to seek angel financing. The Silicon Valley... View Details

Keywords: Decision Choices and Conditions; Venture Capital; Investment; Innovation and Invention; Product; California

May 2001 (Revised March 2007)
Background Note

Balance Sheet, The

By: David F. Hawkins and Jacob Cohen

Discusses the accounting equation and defines common terms found in the statement. Also provides an example of the balance sheets of Coca-Cola Co., Ariba, Inc., and Safeway, Inc. View Details

Keywords: Accounting

January 1999 (Revised November 1999)
Case

Metapath Software: September 1997

By: G. Felda Hardymon and Bill Wasik

In September 1997, John Hansen called together his board to debate an interesting choice that his company had to make. Hansen--the CEO of Metapath Software, a provider of software and services to wireless carriers--had two offers to describe. The first was an offer to... View Details

Keywords: Private Ownership; Mergers and Acquisitions; Private Equity; Decision Choices and Conditions; Governing and Advisory Boards; Management Teams; Stocks; Public Ownership; Negotiation Deal; Telecommunications Industry; Information Technology Industry

March 2024 (Revised January 2025)
Case

Hippo: Weathering the Storm of the Home Insurance Crisis

By: Lauren Cohen, Grace Headinger and Sophia Pan

Rick McCathron, CEO of Hippo, considered how the firm’s underwriting model could account for the effects of climate change. Along with providing smart home packages, targeting risk-friendly customers, and using data-driven pricing, the Insurtech used technologically... View Details

04 Jun 2012
News

What is 'Creating Shared Value'?

August 2020 (Revised August 2023)
Case

Nubank: Democratizing Financial Services

By: Michael Chu, Carla Larangeira and Pedro Levindo

Nubank, a wholly-digital solution created to disrupt Brazilian banking, with 6 million clients and a $4 billion valuation after five years, must decide whether to expand to Mexico. The company was founded in São Paulo in 2013 by Colombian-born David Vélez to seize what... View Details

Keywords: Fintech; Financial Inclusion; Digital Banking; Credit Cards; Banks and Banking; Disruption; Expansion; Growth and Development Strategy; Financial Services Industry; South America; Brazil; North America; Mexico

December 2004 (Revised August 2007)
Background Note

LTCM's Profit Motive

By: Henry B. Reiling and Kevin Wall

This case summarizes the finding and reasoning inherent in the economic substance and penalty imposition holdings of the district court decision in Long Term Capital Holdings v. United States. The court upheld the IRS's contention that a transaction between Long Term... View Details

Keywords: Taxation; Laws and Statutes; United States

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13 Sep 2012
Research & Ideas

Why Public Companies Underinvest in the Future

opportunities relative to similar private firms. A blow to the stock price induced by today's investment might be impossible to avoid, says Farre-Mensa. Ideally, public-firm managers would be able to convey to analysts and investors that lower profits near View Details

Keywords: by Maggie Starvish

April 2000 (Revised September 2005)
Case

Coca-Cola Company (A), The: The Rise and Fall of M. Douglas Ivester

By: Michael D. Watkins, Carin-Isabel Knoop and Cate Reavis

Chronicles M. Douglas Ivester's 26-month term as chairman and CEO of The Coca-Cola Co., and how he navigated the company through a series of what some considered "small crises." View Details

Keywords: Personal Development and Career; Crisis Management; Management Teams; Food and Beverage Industry

Article

Scenario Generation for Long Run Interest Rate Risk Assessment

By: Robert F. Engle, Guillaume Roussellet and Emil N. Siriwardane

We propose a statistical model of the term structure of U.S. treasury yields tailored for long-term probability-based scenario generation and forecasts. Our model is easy to estimate and is able to simultaneously reproduce the positivity, persistence, and factor... View Details

Keywords: Forecasting; Stress Testing; Interest Rates; Forecasting and Prediction; Risk Management; United States

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Video

SIPs Intro: John Wells

September 1997 (Revised October 2001)
Case

efficient market services: August 1993 (A)

By: Paul A. Gompers and Jeffrey A. Farrell

Penny Baron, vice president of efficient market services, must decide how to finance rapid expansion for a young market research company. Venture leasing is a possibility and terms are explored. View Details

Keywords: Venture Capital; Growth Management; Research; Marketing; Financing and Loans; Business Startups; Management Teams; Leasing; Service Industry; United States

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March 1993 (Revised January 1998)
Case

Gallo Rice

By: John A. Quelch

Describes a company marketing branded rice products to three different countries--Italy, Argentina, and Poland. Explores the differences and similarities between the countries in terms of consumers, competition, products, and margins. View Details

Keywords: Food; Brands and Branding; Food and Beverage Industry; Italy; Poland; Argentina