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  • All HBS Web  (3,984)
    • People  (3)
    • News  (395)
    • Research  (2,961)
    • Events  (28)
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  • September 1981
  • Article

Portfolio Analysis with Factors and Scenarios

By: André Perold and Harry M. Markowitz
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Perold, André, and Harry M. Markowitz. "Portfolio Analysis with Factors and Scenarios." Journal of Finance 36, no. 4 (September 1981): 871–877.
  • Article

Enhancing Policy Models with Exploratory Analysis

By: Arthur C. Brooks and Gregory B. Lewis
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Brooks, Arthur C., and Gregory B. Lewis. "Enhancing Policy Models with Exploratory Analysis." Journal of Public Administration Research and Theory 12, no. 1 (January 2002): 129–136.
  • March 2018
  • Supplement

Supplementary Workbook for Student Analysis Opportunities

By: Marco Di Maggio and Lauren G. Pickle
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Di Maggio, Marco, and Lauren G. Pickle. "Supplementary Workbook for Student Analysis Opportunities." Harvard Business School Spreadsheet Supplement 218-720, March 2018.
  • September 2002
  • Teaching Note

Joe Smith's Closing Analysis (A,B,&C) (TN)

By: Rakesh Khurana and Lynda M. Applegate
Teaching Note for (9-803-046), (9-803-047), and (9-803-048). View Details
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Khurana, Rakesh, and Lynda M. Applegate. "Joe Smith's Closing Analysis (A,B,&C) (TN)." Harvard Business School Teaching Note 803-049, September 2002.
  • 1968
  • Book

Computer Models for Business Case Analysis

By: David Hawkins and Brandt R. Allen
Keywords: Information Technology; Theory
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Hawkins, David, and Brandt R. Allen. Computer Models for Business Case Analysis. Cincinnati: South-Western Publishing Company, 1968.
  • January 2019
  • Supplement

Understanding the Brand Equity of Nestlé Crunch Bar (B): Data Analysis

By: Jill Avery and Gerald Zaltman
In early 2018, Nestlé announced the sale of its U.S. candy-making division and a select collection of 20 of its confectionery brands, including the Nestlé Crunch Bar, to Ferrero SpA for $2.8 billion. Luckily, an old consumer research study on the Nestlé Crunch Bar... View Details
Keywords: Brand Management; Market Research; Brand Positioning; Value Proposition; Consumer Products; Fast Moving Consumer Goods; Qualitative Methods; Zaltman Metaphor Elicitation Technique; ZMET; Data Analysis; Marketing; Marketing Strategy; Brands and Branding; Consumer Behavior; Marketing Communications; Analytics and Data Science; Analysis; Consumer Products Industry; Food and Beverage Industry; Advertising Industry; United States; North America; Italy
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Avery, Jill, and Gerald Zaltman. "Understanding the Brand Equity of Nestlé Crunch Bar (B): Data Analysis." Harvard Business School Supplement 519-062, January 2019.
  • December 2007
  • Article

Applying Modern Risk Management to Equity and Credit Analysis

By: Robert C. Merton
Traditional conventions of accounting and actuarial science distort the valuation of capital risk in corporations with pension plans because under these conventions, pension assets and liabilities are not included in balance sheet calculations. The modern risk... View Details
Keywords: Risk Management; Valuation; Financial Reporting; Decision Making; Credit; Financial Statements; Capital; Equity; Compensation and Benefits
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Merton, Robert C. "Applying Modern Risk Management to Equity and Credit Analysis." CFA Institute Conference Proceedings Quarterly 24 (December 2007): 14–22.
  • 2013
  • Book

Business Analysis and Valuation: Using Financial Statements, Text and Cases

By: Krishna G. Palepu and Paul M. Healy
This book provides a framework for business analysis and has been used by business schools throughout the world. It provides a foundation for analysis using four key steps: 1) Strategy analysis: Identifying a firm's strategy and understanding sources of its competitive... View Details
Keywords: Governance; Debt Securities; Valuation; Performance Evaluation; Financial Statements; Credit; Business Ventures; Strategy; Financial Condition; Mergers and Acquisitions; Forecasting and Prediction
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Palepu, Krishna G., and Paul M. Healy. Business Analysis and Valuation: Using Financial Statements, Text and Cases. 5th ed. Cengage Learning, 2013.
  • 16 Aug 2010
  • Lessons from the Classroom

HBS Introduces Marketing Analysis Tools for Managers

Steenburgh of HBS and Jill Avery (HBS DBA'07) of Simmons School of Management. We asked Steenburgh to explain how practitioners can use the toolkits in their businesses. Sarah Jane Gilbert: Can you describe the marketing analysis... View Details
Keywords: by Sarah Jane Gilbert
  • 1988
  • Chapter

The Takeover Controversy: Analysis and Evidence

By: Michael Jensen
Keywords: Acquisition
Citation
SSRN
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Jensen, Michael. "The Takeover Controversy: Analysis and Evidence." In Knights, Raiders and Targets: The Impact of the Hostile Takeover, edited by John Coffee and Susan Rose-Ackerman. Oxford University Press, 1988. (Also in Midland Corporate Finance Journal, summer 1986; Stern, Stewart, & Chew, eds., Corporate Restructuring & Executive Compensation, Ballinger Pub, 1989; forthcoming in Jensen, Management Revolution, Harvard University Press.)
  • May 1991
  • Background Note

Interpretation and Analysis of Stockholders' Equity

By: David F. Hawkins
Keywords: Equity; Stocks
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Hawkins, David F. "Interpretation and Analysis of Stockholders' Equity." Harvard Business School Background Note 191-143, May 1991.
  • April 2008
  • Journal Article

Inventory Record Inaccuracy: An Empirical Analysis

By: Nicole DeHoratius and Ananth Raman
This study explores the systematic variation in inventory record inaccuracy (IRI) observed both within and across stores. Traditional inventory models, with a few exceptions, do not account for the existence of IRI and those that do treat record inaccuracy as random.... View Details
Keywords: Information Management; Measurement and Metrics; Logistics; Retail Industry
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DeHoratius, Nicole, and Ananth Raman. "Inventory Record Inaccuracy: An Empirical Analysis." Management Science 54, no. 4 (April 2008).
  • February 2000 (Revised August 2003)
  • Teaching Note

Thermo Electron Corporation: Financial Analysis TN

By: Paul M. Healy
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Healy, Paul M. "Thermo Electron Corporation: Financial Analysis TN." Harvard Business School Teaching Note 100-083, February 2000. (Revised August 2003.)
  • 1996
  • Book

Introduction to Business Analysis and Valuation

By: Victor L Bernard, Paul M. Healy and Krishna G. Palepu
Keywords: Valuation
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Bernard, Victor L., Paul M. Healy, and Krishna G. Palepu. Introduction to Business Analysis and Valuation. South-Western College Publishing, 1996.
  • May 1976 (Revised January 1985)
  • Background Note

Life Cycle Analysis for Manufacturing Planning

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Abernathy, William. "Life Cycle Analysis for Manufacturing Planning." Harvard Business School Background Note 676-170, May 1976. (Revised January 1985.)
  • March 1983 (Revised November 1988)
  • Case

Hospital Corp. of America: Financial Analysis

By: Regina E. Herzlinger
Keywords: Health Industry; United States
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Herzlinger, Regina E. "Hospital Corp. of America: Financial Analysis." Harvard Business School Case 183-180, March 1983. (Revised November 1988.)
  • December 1989 (Revised December 1989)
  • Background Note

Note on ""Fit"" in HRM Analysis

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Friedman, Raymond A. Note on ""Fit"" in HRM Analysis. Harvard Business School Background Note 490-035, December 1989. (Revised December 1989.)
  • 1985
  • Book

Marketing Management: Principles, Analysis and Applications

By: B. P. Shapiro, R. J. Dolan and J. Quelch
Keywords: Marketing; Management; Theory
Citation
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Shapiro, B. P., R. J. Dolan, and J. Quelch. Marketing Management: Principles, Analysis and Applications. Homewood, IL: Richard D. Irwin, 1985.
  • 2014
  • Working Paper

Bio-Piracy or Prospering Together? Fuzzy Set and Qualitative Analysis of Herbal Patenting by Firms

By: Prithwiraj Choudhury and Tarun Khanna
Since the 1990s, several Western firms have filed patents based on medicinal herbs from emerging markets, evoking protests from local stakeholders against 'bio-piracy'. We explore conditions under which firms and local stakeholders share rents from such patents. Our... View Details
Keywords: Rents From New Technology; Local Stakeholders; Herbal Patents; QCA; Fuzzy Set Analysis; Qualitative Case Studies; Plant-Based Agribusiness; Patents; Emerging Markets; Health Care and Treatment; Business and Stakeholder Relations; Cross-Cultural and Cross-Border Issues; Agriculture and Agribusiness Industry; Pharmaceutical Industry
Citation
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Choudhury, Prithwiraj, and Tarun Khanna. "Bio-Piracy or Prospering Together? Fuzzy Set and Qualitative Analysis of Herbal Patenting by Firms." Harvard Business School Working Paper, No. 14-081, February 2014.
  • 18 Sep 2008
  • Working Paper Summaries

The Internalization of Advertising Services: An Inter-Industry Analysis

Keywords: by Sharon Horsky, Steven C. Michael & Alvin J. Silk; Advertising
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