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  • All HBS Web  (3,985)
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  • 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.
  • January 2022 (Revised March 2022)
  • Teaching Note

New Constructs: Disrupting Fundamental Analysis with Robo-Analysts

By: Charles C.Y. Wang and Albert Shin
Teaching Note for HBS Case No. 118-068. View Details
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Wang, Charles C.Y., and Albert Shin. "New Constructs: Disrupting Fundamental Analysis with Robo-Analysts." Harvard Business School Teaching Note 122-059, January 2022. (Revised March 2022.)
  • November 1997
  • Case

Intercon Electric Corporation: Quality of Earnings Analysis

By: David F. Hawkins and Norman Bartczak
Keywords: Business Earnings; Energy Industry
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Hawkins, David F., and Norman Bartczak. "Intercon Electric Corporation: Quality of Earnings Analysis." Harvard Business School Case 198-013, November 1997.
  • April 2008
  • Background Note

Introduction to Data Analysis with Data Desk

By: Frances X. Frei
Keywords: Theory
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Frei, Frances X. "Introduction to Data Analysis with Data Desk." Harvard Business School Background Note 608-154, April 2008.
  • September 1994 (Revised August 2011)
  • Supplement

ExtendSim® Simulation Exercises in Process Analysis (B2))

By: Roy D. Shapiro
Solutions and detailed discussion of exercises from the (B) case. Unadvertised per Case Records. View Details
Keywords: Management Practices and Processes; Management Analysis, Tools, and Techniques
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Shapiro, Roy D. "ExtendSim® Simulation Exercises in Process Analysis (B2))." Harvard Business School Supplement 695-020, September 1994. (Revised August 2011.)
  • September 1993 (Revised August 2011)
  • Exercise

ExtendSim® Simulation Exercises in Process Analysis (B)

By: Roy D. Shapiro
Second set of exercises meant to be used with ExtendSim, a simulation package created by Imagine That, Inc. of San Jose, California, that allows students to investigate the impact of adding buffers to simple in-line processes with uncertain processing times. View Details
Keywords: Measurement and Metrics; Operations; Production; Mathematical Methods
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Shapiro, Roy D. "ExtendSim® Simulation Exercises in Process Analysis (B)." Harvard Business School Exercise 694-040, September 1993. (Revised August 2011.)
  • September 1993 (Revised August 2011)
  • Exercise

ExtendSim® Simulation Exercises in Process Analysis (A)

By: Roy D. Shapiro
First set of exercises meant to be used with ExtendSim, a simulation system created by Imagine That, Inc. of San Jose, California. These exercises allow students to investigate the impact of variable processing times on the performance of simple in-line processes.... View Details
Keywords: Operations; Business Processes; Performance; Mathematical Methods
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Shapiro, Roy D. "ExtendSim® Simulation Exercises in Process Analysis (A)." Harvard Business School Exercise 694-039, September 1993. (Revised August 2011.)
  • November 2006 (Revised October 2007)
  • Background Note

A Brief Note on Deferred Taxes: An Analysis Perspective

Provides an overview of accounting for deferred taxes. The primary objective is to provide external users with a basic understanding of deferred taxes. A simple illustrative example is provided, which is followed by a discussion of several important issues likely to be... View Details
Keywords: Accounting; Financial Statements; Taxation; Legal Liability; Valuation
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Bradshaw, Mark T. "A Brief Note on Deferred Taxes: An Analysis Perspective." Harvard Business School Background Note 107-047, November 2006. (Revised October 2007.)
  • May 1991
  • Background Note

Analysis and Reporting of Long-Lived Tangible Assets

By: David F. Hawkins
Keywords: Assets
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Hawkins, David F. "Analysis and Reporting of Long-Lived Tangible Assets." Harvard Business School Background Note 191-144, May 1991.
  • 1996
  • Book

Business Analysis and Valuation Using Financial Statements

By: Victor L Bernard, Paul M. Healy and Krishna G. Palepu
Keywords: Financial Statements; Valuation
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Bernard, Victor L., Paul M. Healy, and Krishna G. Palepu. Business Analysis and Valuation Using Financial Statements. Cincinnati, OH: South-Western College Publishing, 1996.
  • 1979
  • Chapter

Inflation and Corporate Planning: Analysis and Simulation

By: Marc L Bertoneche, Y. Estrade and A. Theoret
Keywords: Inflation and Deflation; Planning
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Bertoneche, Marc L., Y. Estrade, and A. Theoret. "Inflation and Corporate Planning: Analysis and Simulation." In Proceedings of The Institute of Management Sciences and the Operations Research Society of America Conference. Hanover, MD: Operations Research Society of America, 1979.
  • January 1994 (Revised July 2000)
  • Exercise

Walt Disney Company's Sleeping Beauty Bonds--Duration Analysis

By: Carliss Y. Baldwin
Walt Disney Co. issues a 100-year bond. This case describes the terms of the bond and immediate capital market reaction. View Details
Keywords: Capital Markets; Bonds; Valuation; Entertainment and Recreation Industry
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Baldwin, Carliss Y. "Walt Disney Company's Sleeping Beauty Bonds--Duration Analysis." Harvard Business School Exercise 294-038, January 1994. (Revised July 2000.)
  • Article

Measurement of Productivity Improvements: An Empirical Analysis

By: R. Banker, S. Datar and M. Rajan
Keywords: Measurement and Metrics; Theory
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Banker, R., S. Datar, and M. Rajan. "Measurement of Productivity Improvements: An Empirical Analysis." Journal of Accounting, Auditing & Finance 2, no. 4 (Fall 1987): 319–347.
  • March 1972
  • Exercise

Financial Analysis and Forecasting: Problems and Exercises

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Tennican, Michael L. "Financial Analysis and Forecasting: Problems and Exercises." Harvard Business School Exercise 272-156, March 1972.
  • February 1996 (Revised February 1996)
  • Supplement

Solutions to Problems in Variance Analysis I

By: William J. Bruns Jr.
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Bruns, William J., Jr. "Solutions to Problems in Variance Analysis I." Harvard Business School Supplement 196-125, February 1996. (Revised February 1996.)
  • 2011
  • Other Paper

Undermining Order: A Dynamic Network Simulation Analysis

By: Magnus Thor Torfason and James A. Kitts
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Torfason, Magnus Thor, and James A. Kitts. "Undermining Order: A Dynamic Network Simulation Analysis." 2011.
  • September 2011 (Revised March 2012)
  • Case

Fundamental Analysis in Emerging Markets: Autoweb Holdings

By: Lauren Cohen and Christopher Malloy
Keywords: Finance; Emerging Markets
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Cohen, Lauren, and Christopher Malloy. "Fundamental Analysis in Emerging Markets: Autoweb Holdings." Harvard Business School Case 212-022, September 2011. (Revised March 2012.)
  • August 2006
  • Exercise

Bundling of Office Suites: An Economic Analysis

Presents a simple model to demonstrate that bundling can act as a barrier to entry. View Details
Keywords: Market Entry and Exit; Marketing
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Coughlan, Peter J. "Bundling of Office Suites: An Economic Analysis." Harvard Business School Exercise 707-423, August 2006.
  • Article

Repenting Hyperopia: An Analysis of Self-Control Regrets

By: Ran Kivetz and Anat Keinan
Keywords: Perspective
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Kivetz, Ran, and Anat Keinan. "Repenting Hyperopia: An Analysis of Self-Control Regrets." Journal of Consumer Research 33, no. 2 (September 2006): 273–282. (Finalist, 2009 Best Article Award for a paper published in JCR in 2006.)
  • June 1982
  • Case

General Electric Co.: Quality of Earnings Analysis

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Bartczak, Norman. "General Electric Co.: Quality of Earnings Analysis." Harvard Business School Case 182-243, June 1982.
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