Stock Offerings - Publications - Faculty & Research

August 2008 (Revised June 2012)
Case

Martingale Asset Management LP in 2008, 130/30 Funds, and a Low-Volatility Strategy

In early July of 2008, William (Bill) Jacques, Chief Investment Officer at Martingale Asset Management, a quantitative value-oriented investment manager in Boston, Massachusetts, was busy preparing for an upcoming meeting with the group that made new product decisions... View Details

Keywords: Volatility; Asset Management; Stocks; Financial Strategy; Investment Funds; Product Development

Citation

Educators

Purchase

11 Aug 2014
Working Paper Summaries

Decision Making Under Information Asymmetry: Experimental Evidence on Belief Refinements

Keywords: by William Schmidt & Ryan W. Buell

03 Mar 2003
Research & Ideas

Top Ten Legal Mistakes Made by Entrepreneurs

that establishes an implicit value for the shares—also helps prevent potential tax problems for "cheap stock." Incorporating too late, and issuing inexpensive stock to the founders at the same time that much more expensive View Details

Keywords: by Staff

17 Jan 2023
In Practice

8 Trends to Watch in 2023

As 2023 begins, businesses and employees face an uncertain economy and labor market, as the twin dilemmas of inflation and interest rates weigh on forecasts. Harvard Business School faculty share the top trends that they believe will shape the workplace and markets... View Details

Keywords: by Avery Forman

21 May 2013
First Look

First Look: May 21

methods and to make decisions on quantitative analysis. This book offers a variety of practical tools and examples to improve a manager's understanding of business analytics, and to enhance their thinking and decision processes.... View Details

Keywords: Sean Silverthorne

24 Jul 2000
Research & Ideas

Value Maximization and Stakeholder Theory

consuming their economic rents in this manner. Enlightened Stakeholder Theory Enlightened stakeholder theory is easy to explain. It can take advantage of most that stakeholder theorists offer in the way of processes and audits to measure... View Details

Keywords: by Michael C. Jensen

Web

Research - Global

Ownership By: Ethan Rouen and Jenyfeer Martinez Buitrago Set in 2024, this case examines how Ingersoll Rand— a global leader in air, liquid, and gas handling technologies—approached broadening employee ownership. The company granted restricted View Details

18 May 2009
Research & Ideas

The Unseen Link Between Savings and National Growth

the data) and generate realistic theories of the stock market and of the co-movement across countries at different horizons. I am using this to explore the macro consequences of the current crisis in the United States, Mexico, and Europe. View Details

Keywords: by Sarah Jane Gilbert

01 Dec 2023
News

Thinking Ahead

As we wind down 2023, there’s talk everywhere of generative AI and how it will fundamentally alter the world as we know it; but how does that translate for your corner of the business world? Is TikTok something you need to take seriously? (Is it time to dance?) We... View Details

Keywords: Julia Hanna; Illustrations by Chris Gash; News, Library, Internet, and Other Services; Information

03 Apr 2007
First Look

First Look: April 3, 2007

another EMR company offered eCW the chance to grow quickly in an industry that is estimated to take in more than $40 billion in overall revenues in 2007. But this acquisition would require outside financing of some sort. Was this the... View Details

Keywords: Martha Lagace

01 Feb 2001
News

What Makes a Good Leader

Is it the ability to navigate in the choppy waters of change? Do leaders see the hidden opportunity in every setback? Is there really any such thing as a "born leader"? Five HBS faculty and some prominent alumni offer their perspectives... View Details

Keywords: Management

14 May 2018
Research & Ideas

Amazon vs. Whole Foods: When Cultures Collide

from that.” The new inventory system was actually something Whole Foods had started to implement before the Amazon deal, pressured by activist shareholders who had seen the grocer’s stock and sales margins slipping for two years. “This is... View Details

Keywords: by Michael Blanding; Food & Beverage

14 Feb 2017
First Look

First Look at New Research: February 14

when it results from using discretion, suggesting that the benefit of repetition does not compensate for the cost of exercising discretion in this setting. Our research offers a behavioral perspective on queue management and highlights... View Details

Keywords: Sean Silverthorne

Web

Leadership - Faculty & Research

revolutionize financial services in Latin America. Starting with a 14-person team and a prepaid card linked to a digital app, Ualá rapidly expanded into a comprehensive financial services platform. By early 2022, it served over 4 million users across Argentina, Mexico,... View Details

Web

Topics - HBS Working Knowledge

(1) Information Technology (65) Information Types (1) Information (52) Infrastructure (55) Initial Public Offering (3) Innovation Leadership (22) Innovation Strategy (47) Innovation and Invention (454) Innovation and Management (96)... View Details

Forthcoming
Article

Half the Firms, Double the Profits: Public Firms' Transformation, 1996–2022

By: Mark J. Roe and Charles C.Y. Wang

The number of public firms in the United States has halved since the beginning of the twenty-first century, causing consternation among corporate and securities law regulators. The dominant explanations, often advanced by Securities and Exchange commissioners when... View Details

Keywords: Corporate Law; Securities Regulation; Sarbanes-Oxley Act; Concentration Levels; Antitrust; Initial Public Offering; Public Ownership; Private Equity; Venture Capital; Mergers and Acquisitions; Monopoly; United States

Citation

SSRN

22 Nov 2023
News

So You Want to Join a Startup

Subscribe on iTunes Subscribe on Spotify More Skydeck episodes Dan Morrell: At age 29, Gus Bessalel (MBA 1988) decided to leave consulting for a decidedly less glamorous life as an entrepreneur, working out of a storage room in the bowels of an underground hotel... View Details

Web

Entrepreneurship - Faculty & Research

an AI-First Company? By: Jeffrey J. Bussgang , Sarah Mehta and Maxim Pike Harrell January 2025 | Case | Faculty Research In October 2023, Summer Health CEO Ellen DaSilva arrived at a defining juncture for her pediatric telehealth startup. Founded in 2021, Summer Health... View Details

Web

Human Behavior & Decision-Making - Faculty & Research

network approach offers two advantages: first, it enables scholars to consider more than two identities simultaneously, and second, it helps scholars examine relationships among identities in greater detail. This is important because... View Details

17 Mar 2009
First Look

First Look: March 17, 2009

market setting, the transfer price that maximizes a multinational's profits may also be the same one that maximizes the social welfare of the domestic economy that houses it. Download the paper: http://www.hbs.edu/research/pdf/09-098.pdf A Corporate Arbitrage Approach... View Details