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  • June 2020 (Revised October 2020)
  • Case

Muddy Waters vs. eHealth: The Debate of a 'Lifetime'

By: Jonas Heese and Cristo Liautaud
In May 2020, an analyst was assessing eHealth’s performance. eHealth was an online / tele-sales broker of health insurance products. The stock had recently hit all-time highs, closing at a peak of $146 on March 4, 2020. But now, May 4, 2020, eHealth traded at $103. The... View Details
Keywords: Revenue Recognition; Health; Insurance; Online Technology; Insurance Industry
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  • Career Coach

Whit Collier

invitation to reflect together. Whit has a deep and broad background, starting with his years within Equity Analyst and Portfolio Manager roles. He invested successfully within many market environments, and can share insights from merging... View Details
  • June 2012
  • Article

Decoding Inside Information

By: Lauren Cohen, Christopher Malloy and Lukasz Pomorski
Using a simple empirical strategy, we decode the information in insider trading. Exploiting the fact that insiders trade for a variety of reasons, we show that there is predictable, identifiable "routine" insider trading that is not informative for the future of firms.... View Details
Keywords: Strategy; Financial Markets; Forecasting and Prediction; Law Enforcement; Opportunities; Geographic Location; Business Earnings
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  • 15 Aug 2024
  • Blog Post

Learning from Mistakes and Leveraging Personal Experiences: Tiffany Kent (MBA 2001)

your insights. I transitioned to a hedge fund, starting as an analyst before becoming a portfolio manager. I felt that I had hit my stride. I met my husband, started a family, and was achieving my goals more quickly than I thought... View Details
  • 15 Aug 2024
  • Blog Post

Learning from Mistakes and Leveraging Personal Experiences: Tiffany Kent (MBA 2001)

up discovering that banking was not for me. I was interested in the buy-side. It appealed to me for its directness; you invest with conviction in undervalued assets and reap the rewards for your insights. I transitioned to a hedge fund, starting as an View Details
Keywords: All Industries
  • November 2004 (Revised March 2007)
  • Case

10 Uncommon Values®: Optimizing the Stock-Selection Process

By: Paul M. Healy and Boris Groysberg
In 2003, Steve Hash, research director at Lehman Brothers, prepared to initiate the firm's "Ten Uncommon Values" stock-picking process for the year. An investment committee had to pick the 10 best stocks from about 100 stock ideas presented by the firm's analysts. The... View Details
Keywords: Stocks; Investment; Financial Strategy; Decision Making; Groups and Teams; Financial Services Industry; United States
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  • July 2001 (Revised March 2002)
  • Case

Progressive Insurance: Disclosure Strategy

By: Amy P. Hutton and James Weber
Progressive Insurance had refused to play Wall Street's earning game. Progressive didn't manage reported earnings nor did management give guidance to analysts. Management then considered taking their unique disclosure strategy one step further to become the first to... View Details
Keywords: Earnings Management; Stocks; Corporate Disclosure; Insurance; Volatility; Insurance Industry; United States
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  • Web

About Michael Porter - Institute For Strategy And Competitiveness

include Harvard's David A. Wells Prize in Economics (1973) for his research in industrial organization. He also received the Graham and Dodd Award of the Financial Analysts Federation in 1980. Michael... View Details
  • Web

Named Fellowship Funds - Alumni

Fellowship Fund Suzanne Bennett established this fellowship through a generous bequest gift. Bennett, an investment professional, was a chartered financial analyst and later worked as a portfolio manager.... View Details
  • Web

Students on the Job Market - Doctoral

asymmetry manifests in analysts’ forecasts, stock returns on earnings announcement days, and even in the tone that analysts adopt in earnings conference calls. I argue these patterns have a common origin in frictions in the communication... View Details
  • 09 May 2012
  • Research & Ideas

Clayton Christensen’s “How Will You Measure Your Life?”

different customers again and again. It wasn't long before Blockbuster realized that people didn't like returning movies quickly, so it increased late fees so much that analysts estimated that 70 percent of Blockbuster's profits were from... View Details
  • 14 Mar 2023
  • In Practice

What Does the Failure of Silicon Valley Bank Say About the State of Finance?

The bank run that led to the stunning collapse of Silicon Valley Bank late last week continues to send shivers through the American financial system. SVB, the Santa Clara, California-based bank that catered to the tech industry, was the... View Details
Keywords: by Dina Gerdeman; Financial Services; Financial Services
  • 18 Apr 2023
  • Research & Ideas

The Best Person to Lead Your Company Doesn't Work There—Yet

they're going to want to hire the best horse for the race.” PE firm executives tend to sit on acquired company boards and own bigger financial stakes in their portfolio companies, the researchers write. So, while the risk may appear... View Details
Keywords: by Rachel Layne; Financial Services
  • 02 Sep 2014
  • First Look

First Look: September 2

well-defined financial criteria. We suggest that this dynamic may have important implications for our understanding of the role of management in the modern, knowledge-based firm, and for the potential revival of manufacturing in the... View Details
Keywords: Sean Silverthorne
  • 01 Dec 2023
  • News

The Imposter Among Us

back home and was being sent to HBS by his bankers, who believed there was more he could learn about accounting. Gaines-Cooper was an astute financier but had never attended university. The Rolls, he confessed to Wallner, was all part of... View Details
Keywords: Business Schools & Computer & Management Training; Educational Services
  • 2010
  • Working Paper

Just Say No to Wall Street: Putting A Stop to the Earnings Game

By: Joseph Fuller and Michael C. Jensen

Putting an end to the "earnings game" requires that CEOs reclaim the initiative by avoiding earnings guidance and managing expectations in such a way that their stocks trade reasonably close to their intrinsic value. In place of earnings forecasts, management should... View Details

Keywords: Stocks; Performance Expectations; Goals and Objectives; Risk and Uncertainty; Growth and Development Strategy; Decisions; Risk Management; Budgets and Budgeting; Earnings Management; Value; Projects
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  • 11 Apr 2023
  • Research & Ideas

Is Amazon a Retailer, a Tech Firm, or a Media Company? How AI Can Help Investors Decide

companies. Portfolio managers and analysts have been using the Global Industry Classification Standard, or GICS—a taxonomy of 11 sectors, 25 industry groups, and additional subsets—to compare stocks since 1999. Periodically, Standard... View Details
Keywords: by Danielle Kost; Financial Services; Financial Services; Financial Services; Financial Services
  • 19 Aug 2008
  • First Look

First Look: August 19, 2008

blurring by retailers have generally increased both inventory levels and gross profit dollars across retail segments. Download paper: http://www.hbs.edu/research/pdf/08-078.pdf New Framework for Measuring and Managing Macrofinancial Risk and View Details
Keywords: Sean Silverthorne
  • 26 Sep 2013
  • Working Paper Summaries

Playing Favorites: How Firms Prevent the Revelation of Bad News

Keywords: by Lauren Cohen, Dong Lou & Christopher Malloy; Financial Services
  • 20 Aug 2007
  • Research & Ideas

HBS Cases: Using Investor Relations Proactively

such a context is a very difficult balance to strike for any company. During our interviews for the case, Jerome Schmitt, Total's head of IR, told us: "We want to be confident with analysts and the View Details
Keywords: by Martha Lagace; Energy; Utilities