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    • News  (132)
    • Research  (290)
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  • Faculty Publications  (170)
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  • March 2011
  • Supplement

H Partners and Six Flags (B)

By: Robin Greenwood and Michael Gorzynski
Rehan Jaffer, the founder of hedge fund H Partners, is considering what to do with his investment in Six Flags. H Partners had invested a significant amount of the firm's capital in the senior bonds of U.S.-based Six Flags, following that company's bankruptcy filing. View Details
Keywords: Equity; Insolvency and Bankruptcy; Business and Shareholder Relations; Price; Acquisition; Decisions; Borrowing and Debt; Investment Funds; Opportunities; Bonds; Investment Activism; Financial Services Industry; United States
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Greenwood, Robin, and Michael Gorzynski. "H Partners and Six Flags (B)." Harvard Business School Supplement 211-096, March 2011.
  • 2008
  • Working Paper

Catering through Nominal Share Prices

By: Malcolm Baker, Robin Greenwood and Jeffrey Wurgler
We propose and test a catering theory of nominal stock prices.  The theory predicts that when investors place higher valuation on low-price firms, managers will maintain share prices at lower levels, and vice-versa. Using measures of time-varying catering... View Details
Keywords: Stocks; Stock Shares; Investment; Investment Return; Price; Theory; Valuation
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Baker, Malcolm, Robin Greenwood, and Jeffrey Wurgler. "Catering through Nominal Share Prices." NBER Working Paper Series, No. w13762, January 2008. (First Draft in 2007.)
  • 25 Jan 2011
  • First Look

First Look: Jan. 25

grow and become successful, they are often marked by the negative stigma associated with size and power, which elicits anticorporate sentiment from consumers. An underdog brand biography can be strategically wielded to prevent or offset... View Details
Keywords: Sean Silverthorne
  • 15 May 2018
  • First Look

New Research and Ideas, May 15, 2018

productive. That’s a missed opportunity. Questioning is a powerful tool for unlocking value in companies: It spurs learning and the exchange of ideas, it fuels innovation and better performance, and it builds trust among team members. And it can mitigate business risk... View Details
Keywords: Dina Gerdeman
  • October 2008 (Revised November 2010)
  • Case

NEC Electronics

By: C. Fritz Foley, Robin Greenwood and James Quinn
Why do shares in NEC Electronics, a publicly listed subsidiary of Japan conglomerate NEC, trade at a discount to their fundamental value? Can Perry Capital, a U.S. hedge fund, restructure this subsidiary and generate significant returns? This case provides students... View Details
Keywords: Restructuring; Private Equity; Investment Return; Ownership Stake; Business and Shareholder Relations; Financial Services Industry; Japan
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Foley, C. Fritz, Robin Greenwood, and James Quinn. "NEC Electronics." Harvard Business School Case 209-001, October 2008. (Revised November 2010.)
  • February 2020
  • Case

Highfields Capital and McDonald's

By: Mark Egan and Robin Greenwood
McDonald’s reported its fifth consecutive quarter of declining same-store sales growth in early 2015. Despite McDonald’s recent poor performance, Jonathon S. Jacobson, the founder and Chief Investment Officer of Boston-based Highfields Capital Management, had initiated... View Details
Keywords: McDonald's; Stocks; Performance Improvement; Operations; Finance; Restructuring; Value Creation; Financial Services Industry
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Egan, Mark, and Robin Greenwood. "Highfields Capital and McDonald's." Harvard Business School Case 220-061, February 2020.
  • 2014
  • Article

Bond Supply and Excess Bond Returns

By: Robin Greenwood and Dimitri Vayanos
We examine empirically how the maturity structure of government debt affects bond yields and excess returns. Our analysis is based on a theoretical model of preferred habitat in which clienteles with strong preferences for specific maturities trade with arbitrageurs.... View Details
Keywords: Bonds; Investment Return
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Greenwood, Robin, and Dimitri Vayanos. "Bond Supply and Excess Bond Returns." Review of Financial Studies 27, no. 3 (March 2014): 663–713. (Also earlier version NBER Working Paper Series, No. 13806, February 2008.)
  • March 2011 (Revised April 2011)
  • Case

Gold in 2011: Bubble or Safe Haven Asset?

By: Robin Greenwood and Benjamin Steiner
Case explores the pricing of gold in 2011. Is the pricing justified or are we in a speculative bubble? What data are useful in determining a view on this question? View Details
Keywords: Inflation and Deflation; Money; Asset Management; Investment; Price Bubble; Policy; Risk Management
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Greenwood, Robin, and Benjamin Steiner. "Gold in 2011: Bubble or Safe Haven Asset?" Harvard Business School Case 211-095, March 2011. (Revised April 2011.)
  • September 2009 (Revised June 2011)
  • Supplement

Citigroup's Exchange Offer (C)

By: Robin Greenwood and James Quinn
Citigroup faced considerable distress in early 2009. In late 2008, the bank had accepted $45 billion in preferred equity from the United States government via the Troubled Assets Relief Program (TARP). Yet, the stock had continued to slide in early 2009. In late... View Details
Keywords: Financial Instruments; Financial Services Industry
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Greenwood, Robin, and James Quinn. "Citigroup's Exchange Offer (C)." Harvard Business School Supplement 210-015, September 2009. (Revised June 2011.)
  • July 2009 (Revised June 2015)
  • Case

Citigroup's Exchange Offer

By: Robin Greenwood and James Quinn
Citigroup faced considerable distress in early 2009. In late 2008, the bank had accepted $45 billion in preferred equity from the United States government via the Troubled Assets Relief Program (TARP). Yet, the stock had continued to slide in early 2009. In late... View Details
Keywords: Financial Crisis; Capital Markets; Banks and Banking; Stocks; Price; Globalized Markets and Industries; Financial Services Industry
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Greenwood, Robin, and James Quinn. "Citigroup's Exchange Offer." Harvard Business School Case 210-009, July 2009. (Revised June 2015.)
  • November 2006 (Revised July 2021)
  • Case

Kerr-McGee

By: Robin Greenwood and André Perold
Activist investors Carl Icahn and Barry Rosenstein acquire a stake in Oklahoma-based company Kerr-McGee. They demand two board seats and ask the company to make several operational and financial changes, including the repurchase of equity and divestiture of their... View Details
Keywords: Investment Activism; Restructuring; Equity; Investment; Management; Governance Controls; Corporate Strategy; Chemical Industry; Energy Industry; United States
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Greenwood, Robin, and André Perold. "Kerr-McGee." Harvard Business School Case 207-020, November 2006. (Revised July 2021.)
  • February 2006 (Revised October 2006)
  • Background Note

Introduction to Valuation Multiples

By: Robin Greenwood and Lucy White
Outlines the definition and applicability of financial multiples and their relationship to discounted cash flow analysis. View Details
Keywords: Cash Flow; Valuation
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Greenwood, Robin, and Lucy White. "Introduction to Valuation Multiples." Harvard Business School Background Note 206-095, February 2006. (Revised October 2006.)
  • Aug 2020
  • Conference Presentation

Impacting Grand Challenges: A 'Both/And' Approach

By: Natalie Slawinski, Wendy K. Smith, Robin J. Ely, Tobias Hahn, Andrew J. Hoffman and Anita M. McGahan
In this panel symposium, we seek to build on growing efforts by management scholars to engage with grand challenges and the United Nations’ Sustainable Development Goals (SDGs). Reflective of the All- Academy Theme description, we note that research and scholarship... View Details
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Slawinski, Natalie, Wendy K. Smith, Robin J. Ely, Tobias Hahn, Andrew J. Hoffman, and Anita M. McGahan. "Impacting Grand Challenges: A 'Both/And' Approach." Paper presented at the Academy of Management Annual Meeting, Virtual, August 2020.
  • November 2015 (Revised November 2016)
  • Case

Vipshop Holdings Limited

By: Robin Greenwood and Yuhang Vivian Wang
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Greenwood, Robin, and Yuhang Vivian Wang. "Vipshop Holdings Limited." Harvard Business School Case 216-033, November 2015. (Revised November 2016.)
  • 03 May 2011
  • First Look

First Look: May 3

http://hbr.org/2011/05/column-the-hollow-science/ar/1 Effective Managers Say the Same Thing Twice (or More) Authors:Tsedal Neeley and Paul Leonardi Publication:Harvard Business Review 89, no. 5 (May 2011) Abstract How do effective managers get employees to act... View Details
Keywords: Sean Silverthorne
  • December 2009
  • Article

Catering Through Nominal Share Prices

By: Malcolm Baker, Robin Greenwood and Jeffrey Wurgler
We propose and test a catering theory of nominal stock prices. The theory predicts that when investors place higher valuation on low-price firms, managers will maintain share prices at lower levels, and vice-versa. Using measures of time-varying catering incentives... View Details
Keywords: Stocks; Stock Shares; Investment; Investment Return; Price; Theory; Valuation
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Baker, Malcolm, Robin Greenwood, and Jeffrey Wurgler. "Catering Through Nominal Share Prices." Journal of Finance 64, no. 6 (December 2009): 2559–2590. (Internet Appendix.)
  • November 2003
  • Article

The Maturity of Debt Issues and Predictable Variation in Bond Returns

By: Malcolm Baker, Robin Greenwood and Jeffrey Wurgler
The maturity of new debt issues predicts excess bond returns. When the share of long-term debt issues in total debt issues is high, future excess bond returns are low. This predictive power comes in two parts. First, inflation, the real short-term rate, and the term... View Details
Keywords: Borrowing and Debt; Bonds; Investment Return; Financial Markets; Forecasting and Prediction
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Baker, Malcolm, Robin Greenwood, and Jeffrey Wurgler. "The Maturity of Debt Issues and Predictable Variation in Bond Returns." Journal of Financial Economics 70, no. 2 (November 2003): 261–291.
  • April 2016
  • Technical Note

Estimating the Equity Risk Premium

By: Samuel Hanson, Robin Greenwood and David Biery
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Hanson, Samuel, Robin Greenwood, and David Biery. "Estimating the Equity Risk Premium." Harvard Business School Technical Note 216-074, April 2016.
  • 29 Apr 2014
  • First Look

First Look: April 29

  Publications August 2013 Journal of Financial Economics X-CAPM: An Extrapolative Capital Asset Pricing Model By: Barberis, Nicholas, Robin Greenwood, Lawrence Jin, and Andrei Shleifer Abstract—Survey evidence suggests that many... View Details
Keywords: Sean Silverthorne
  • March 2009 (Revised November 2009)
  • Supplement

Washington Mutual's Covered Bonds Courseware

By: Daniel Baird Bergstresser, Robin Greenwood and James Quinn
Washington Mutual issues 6 billion Euro of covered bonds in 2006. The objective of the case is to ask whether these bonds are mispriced in late 2008. The case is set in September 20008, and Washington Mutual is facing considerable distress due to mounting losses on its... View Details
Keywords: Banks and Banking; Bonds; Education; Information; Banking Industry
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Bergstresser, Daniel Baird, Robin Greenwood, and James Quinn. "Washington Mutual's Covered Bonds Courseware." Harvard Business School Spreadsheet Supplement 209-724, March 2009. (Revised November 2009.)
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