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  • January 2005 (Revised March 2005)
  • Case

WorldCom, Inc.: Two Views

By: David F. Hawkins
Financial analysis is one way to detect WorldCom's fraudulent accounting. This case presents two perspectives of WorldCom: the company as viewed by security analysts and the inside view of the accounting fraud. Also looks at the company's acquisition accounting to... View Details
Keywords: Risk and Uncertainty; Risk Management; Crime and Corruption; Accounting
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Hawkins, David F. "WorldCom, Inc.: Two Views." Harvard Business School Case 105-047, January 2005. (Revised March 2005.)
  • October 2003 (Revised April 2005)
  • Case

Innovation Corrupted: The Rise and Fall of Enron

By: Malcolm S. Salter
Presents an historical overview of Enron's rise and fall and summarizes what is currently known about (1) the evolution of Enron's business model, (2) the organizational processes Enron officials relied on to drive and monitor the business, (3) emergent behavior... View Details
Keywords: Business Model; Behavior; Governing and Advisory Boards; Success; Transformation; Failure; Business Processes; Energy Industry; United States
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Salter, Malcolm S. "Innovation Corrupted: The Rise and Fall of Enron." Harvard Business School Case 904-036, October 2003. (Revised April 2005.)
  • August 2001
  • Case

Finnigan Corporation

By: Carliss Y. Baldwin and Barbara Feinberg
Finnigan Corp., headquartered in San Jose, CA, was the world's leading producer of mass spectrometers, holding a 45% market share of instruments used for chemical analysis in pharmaceutical product development, environmental testing, genetic testing, and other... View Details
Keywords: Business Exit or Shutdown; Financial Crisis; Machinery and Machining; Technology Industry; San Jose
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Baldwin, Carliss Y., and Barbara Feinberg. "Finnigan Corporation." Harvard Business School Case 902-045, August 2001.
  • August 8, 2018
  • Article

Hospital-based ACOs Face Challenges in Tracking Performance Indicators

By: Christiana Beveridge, Sofia Warner, Greg Leya and Thomas W. Feeley
Given that accountable care organizations (ACOs) have not achieved the degree of cost reductions and quality improvements initially hoped for, we sought to better understand the underlying reasons for their limited success. Our analysis of American Hospital Association... View Details
Keywords: ACOs; Health Care and Treatment; Cost Management; Performance; Measurement and Metrics
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Beveridge, Christiana, Sofia Warner, Greg Leya, and Thomas W. Feeley. "Hospital-based ACOs Face Challenges in Tracking Performance Indicators." NEJM Catalyst (August 8, 2018).
  • July 2014
  • Case

Paramount Equipment, Inc.

By: Carliss Y. Baldwin and Wei Wang
Paramount Equipment, Inc., based in Fort Wayne, Indiana, is a large manufacturer of cranes and compact construction equipment, aerial work platforms, and food service equipment. Founded in 1987, Paramount now had manufacturing operations in 24 countries. However, it... View Details
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Baldwin, Carliss Y., and Wei Wang. "Paramount Equipment, Inc." Harvard Business School Brief Case 914-557, July 2014.
  • 28 Jun 2021
  • Research & Ideas

Keep or Cut Workers? How Companies Reacted to the COVID-19 Crisis

conduct an analysis to determine how companies were responding to the crisis. Were they retaining their staff and providing essential workers with extra pay, or were they cutting expenses through layoffs and furloughs? "It gave us a rare... View Details
Keywords: by Lane Lambert
  • September 2016 (Revised March 2021)
  • Case

DBL Partners: Double Bottom Line Venture Capital

By: Shawn Cole, Mark Kramer, Tony L. He, Anshul Maudar and T. Robert Zochowski
This case explores the origins and current practices of DBL, a San Francisco–based venture capital fund and one of the first impact investment funds to achieve significant financial returns to scale. This case allows for a competitive analysis of DBL's investment... View Details
Keywords: Venture Capital; Investment Funds; Financial Strategy; Financial Services Industry; Tanzania
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Cole, Shawn, Mark Kramer, Tony L. He, Anshul Maudar, and T. Robert Zochowski. "DBL Partners: Double Bottom Line Venture Capital." Harvard Business School Case 217-022, September 2016. (Revised March 2021.)
  • Research Summary

Rare Consumption Disasters

By: Emil N. Siriwardane

Another defining feature of financial crises is consumption disasters, or large drops in aggregate consumption. Rather than taking the standard approach of seeking implications of such rare disasters for asset pricing in consumption data, Professor Siriwardane asks... View Details

  • December 2010
  • Case

Restaurant Valuation: O'Charley's and AFC

This case is a comparative analysis of the strategy, accounting, performance, and valuation for two restaurant chains alternatively having a company-owned versus franchising strategy. It requires students to identify these two different strategies, and the related... View Details
Keywords: Private Ownership; Valuation; Franchise Ownership; Retail Industry; Food and Beverage Industry
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Riedl, Edward J., and Jenny Lynn Everett. "Restaurant Valuation: O'Charley's and AFC." Harvard Business School Case 111-081, December 2010.
  • May 2001 (Revised January 2010)
  • Case

Submarino.com (A)

By: Lynda M. Applegate, Meredith Collura and Luiz Felipe Monteiro
Enables a thorough analysis of Submarino.com, a B2C e-commerce company with a presence in Brazil, Argentina, Mexico, Spain, and Portugal. Examines the company's global operations as well as its organizational design and operating and management capabilities. Considers... View Details
Keywords: Business Model; Globalized Firms and Management; Operations; Organizational Design; Strategy; Internet; Retail Industry; Portugal; Spain; Mexico; Argentina; Brazil
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Applegate, Lynda M., Meredith Collura, and Luiz Felipe Monteiro. "Submarino.com (A)." Harvard Business School Case 801-350, May 2001. (Revised January 2010.)
  • October 2006 (Revised September 2014)
  • Case

Summit Partners - The FleetCor Investment (A)

By: Michael J. Roberts
Part of a 3-case series in which students get to see the unfolding of due diligence on private equity (buy out) deal. In this, the A case, the deal team has negotiated a letter of intent with FleetCor, a firm that operates a fuel payment network for vehicle fleets.... View Details
Keywords: Negotiation Preparation; Private Equity; Leveraged Buyouts; Investment; Negotiation Offer; Service Industry
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Roberts, Michael J. "Summit Partners - The FleetCor Investment (A)." Harvard Business School Case 807-033, October 2006. (Revised September 2014.)
  • October 1991 (Revised November 1993)
  • Case

Dynashears, Inc.

By: Thomas R. Piper
A senior loan officer is reviewing the recent performance of a company that has failed to repay its loan as scheduled. The failure results from a cyclical downturn in sales, coupled with a lag in cutting back production. Inventory risk is minimal. Teaching objective:... View Details
Keywords: Borrowing and Debt; Business Cycles; Financial Condition; Risk and Uncertainty; Failure
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Piper, Thomas R. "Dynashears, Inc." Harvard Business School Case 292-017, October 1991. (Revised November 1993.)
  • November 1983 (Revised May 1984)
  • Case

Duke Power Co.: Affirmative Action (A)

Presents the dilemmas faced by the executive vice president of construction who is committed to pursuing affirmative action goals but is required by the financial condition of the company to lay off one-third of its construction workforce, which contains many recently... View Details
Keywords: Job Cuts and Outsourcing; Selection and Staffing; Ethics; Utilities Industry
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Goodpaster, Kenneth E. "Duke Power Co.: Affirmative Action (A)." Harvard Business School Case 384-112, November 1983. (Revised May 1984.)
  • January 1980 (Revised April 1994)
  • Case

New Balance Athletic Shoes

By: Kim B. Clark
Faced with growth exceeding 100% per year, James Davis, president of New Balance, must decide how to meet the need for additional capacity. Several factors contribute to a climate of extreme uncertainty. Several options are considered, ranging from a second shift to... View Details
Keywords: Factories, Labs, and Plants; Forecasting and Prediction; Financial Strategy; Information; Growth Management; Organizational Design; Performance Capacity; Risk and Uncertainty; Apparel and Accessories Industry; Republic of Ireland
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Clark, Kim B. "New Balance Athletic Shoes." Harvard Business School Case 680-110, January 1980. (Revised April 1994.)
  • April 1996 (Revised June 2000)
  • Case

Boston Beer Company, Inc., The

Capital markets may have overcapitalized the craft brewing industry during a flurry of new IPOs. In the context of this "hot" IPO market each individual company's valuation may seem reasonable. However, after careful analysis of each company's financial statement and... View Details
Keywords: Initial Public Offering; Analysis; Valuation; Industry Growth; Food and Beverage Industry; Boston
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Hutton, Amy P., and Christopher Charron. "Boston Beer Company, Inc., The." Harvard Business School Case 196-138, April 1996. (Revised June 2000.)
  • Research Summary

Overview

By: Charlotte L. Robertson
Professor Robertson conducts research on the history of financial markets. Her book manuscript and working papers shed light on the evolution of securities markets and the relationship between finance, governance, and society. Some of the topics she pursues include:... View Details
  • September 2008 (Revised June 2010)
  • Case

Hearts On Fire - Brand Development Manager

By: Frank V. Cespedes and Benson P. Shapiro
Hearts On Fire, a successful branded diamond producer, established the position of Brand Development Manager (BDM) to build the company's presence, sales, and relationships with its retail customers. After one year, the CEO, CFO and President must evaluate the impact... View Details
Keywords: Customer Focus and Relationships; Investment Return; Brands and Branding; Marketing Strategy; Business Processes; Salesforce Management; Business Strategy
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Cespedes, Frank V., and Benson P. Shapiro. "Hearts On Fire - Brand Development Manager." Harvard Business School Case 709-436, September 2008. (Revised June 2010.)
  • 2013
  • Working Paper

Bank Failures and Output During the Great Depression

By: Jeffrey Miron and Natalia Rigol
In response to the Financial Crisis of 2008, macroeconomic policymakers employed a range of tools designed to prevent failures of large, complex financial institutions (“banks”). The Treasury and the Fed justified these actions by arguing that bank failures exacerbate... View Details
Keywords: History; Policy; Financial Crisis; Financial Institutions; Failure
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Miron, Jeffrey, and Natalia Rigol. "Bank Failures and Output During the Great Depression." NBER Working Paper Series, No. 19418, August 2013.
  • October 2005 (Revised February 2006)
  • Case

ICEX: Making a Market in Iceland

Examines the impact of increased performance on the international visibility and positioning of the Icelandic Stock Exchange. Allows consideration of various options for stock exchange growth that are created by Iceland's strong economic performance in recent years.... View Details
Keywords: International Finance; Stocks; Financial Markets; Globalization; Economy; Iceland
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Miller, Gregory S., and Brian DeLacey. "ICEX: Making a Market in Iceland." Harvard Business School Case 106-038, October 2005. (Revised February 2006.)
  • 13 Nov 2006
  • Working Paper Summaries

A New Framework for Analyzing and Managing Macrofinancial Risks of An Economy

Keywords: by Dale F. Gray, Robert C. Merton & Zvi Bodie
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