Publications

February 2021
Case

Measuring Impact at JUST Capital

By: Charles C.Y. Wang and Ethan Rouen

JUST Capital is a nonprofit organization that seeks to make public companies more "just" by measuring and ranking their overall impact on society, based on the priorities most important to the average American. This case examines JUST's strategy for influencing... View Details

Keywords: Nonprofit Organizations; Ethics; Measurement and Metrics; Performance Evaluation; Social Issues; Corporate Social Responsibility and Impact

06 Oct 2016
Cold Call Podcast

The Munich Oktoberfest: From Local Tradition to Global Capitalism

Keywords: Re: Juan Alcacer; Tourism

December 2013 (Revised October 2014)
Case

The Munich Oktoberfest: From Local Tradition to Global Capitalism

By: Juan Alcacer, Christian Bettinger and Andreas Philippi

Oktoberfest, an annual festival held in Munich (Germany) for more than 200 years, has grown in recent decades into a hugely popular event that attracts 7 million visitors annually, a large proportion of which are foreign. In fact, Oktoberfest's global appeal is so... View Details

Keywords: Value Creation; Product Positioning; Marketing Channels; Global Strategy; Food and Beverage Industry; Ohio; Munich; Brazil; Bangalore; Beijing

January 2017
Case

Nashua River Capital Management

By: Samuel Hanson and Aldo Sesia

Investment manager Eliza Baena confronts an apparent convertible bond arbitrage opportunity when she notices a narrowing spread between two Boston Properties (BXP) bonds, one a convertible bond and the other a straight bond, in the wake of the 2008 Lehman bankruptcy.... View Details

Keywords: Asset Management; Bonds; Investment

May 2024
Supplement

Forest Park Capital (A)

By: Richard S. Ruback and Royce Yudkoff

During the Covid-19 Pandemic in 2020, Betsy Harbison formed the search fund Forest Park Capital with the intention of purchasing a small business. The case conveys the details of Betsy’s final decision at the terminus of her search, between a software company... View Details

Keywords: Search Fund; Entrepreneurship Through Acquisition; Acquisition; Small Business; Cost vs Benefits; Decisions; Business Education; Corporate Entrepreneurship; Leadership Style; Business or Company Management; Problems and Challenges; Tourism Industry; Web Services Industry; North America; Missouri

May 2025
Teaching Note

Clay Ridge Capital

By: William R. Kerr and Martin A. Sinozich

Teaching Note for HBS Case No. 823-089. Kel Jackson, with the support of his young family, has been searching for a manufacturing business to purchase. After a long process, Kel had submitted a written offer to buy Sheetfab that matched his original conversation with... View Details

Keywords: Acquisition; Entrepreneurship; Negotiation Offer; Manufacturing Industry

29 May 2009
Research Event

Business Summit: Introduction to the Future of Market Capitalism

business leaders with the understanding, skills, and values to embrace these challenges. Key concepts include: Market capitalism has propelled unprecedented global prosperity. While optimistic about market... View Details

Keywords: Re: Joseph L. Bower

18 Apr 2011
News

Capitalism Meets Conservation

Chilean region. Members pay a one-time fee of $40,000 to be part of the 100-family Patagonia Sur Nature Reserve Membership Club. This inheritable membership allows members and their families, guests, and friends View Details

Keywords: Accommodation; Hospitality; Religious, Grantmaking, Civic, Professional, and Similar Organizations; Personal Services

11 Jan 2011
Working Paper Summaries

Does Shareholder Proxy Access Improve Firm Value? Evidence from the Business Roundtable Challenge

Keywords: by Bo Becker, Daniel B. Bergstresser & Guhan Subramanian; Financial Services

November 1994 (Revised January 1995)
Background Note

A Note on Capital Cash Flow Valuation

By: Richard S. Ruback

Presents the capital cash flow method for valuing risky cash flows. In this method cash flows are calculated to include the benefits of interest tax shields. In a capital structure, with just ordinary debt and common equity, capital cash flows equal the flows available... View Details

Keywords: Capital; Cash Flow; Valuation

February 2014 (Revised September 2014)
Teaching Note

The Munich Oktoberfest: From Local Tradition to Global Capitalism

By: Juan Alcacer

Research Summary

Capital Markets, Investment, and Competition

By: Michael E. Porter

Michael E. Porter's research into issues of capital allocation, first published in the report 'Capital Choices,' is the basis for continuing research that examines how U.S. capital markets distort competitive behavior and investment. A report to the Competitiveness... View Details

Research Summary

Effective Capital Market Communications

Hutton's most recent research and cases examine how managers enhance the credibility and effectiveness of their financial reports and voluntary disclosures. Her most recent working paper, "Effective Voluntary Disclosure" (co-authored with Greg Miller, HBS, and Douglas... View Details

31 Aug 2015
News

How Ben Franklin’s ‘Way to Wealth’ Introduced American Capitalism to the World

Web

Access & Use Baker Library | Baker Library

Access & Use Baker Library Accessing Baker Library Baker Library’s Special Collections & Archives are open to all researchers , regardless of academic affiliation. For more... View Details

February 2007 (Revised March 2007)
Case

NCH Capital and Univermag Ukraina

By: Josh Lerner and John Didiuk

NCH Capital is considering whether to sell its Ukrainian company Univermag Ukraina, which it has held and built up over the past decade. View Details

Keywords: Opportunities; Private Equity; Problems and Challenges; Developing Countries and Economies; Retail Industry; Ukraine

May 2010
Supplement

Tremblant Capital Group Exhibits (CW)

By: Robin Greenwood

Brett Barakett, CEO and founder of Tremblant Capital Group, a New York-based hedge fund, must decide what to do with his fund's position in Green Mountain Coffee Roasters, which has dropped in value by more than 40 percent in recent months. Tremblant is a hedge fund... View Details

Keywords: Transformation; Decisions; Forecasting and Prediction; Cash Flow; Cost of Capital; Stocks; Investment Funds; Consumer Behavior; Business Strategy; Competitive Advantage; New York (state, US)

April 1998
Case

Advent Israel Venture Capital Program, The

By: Paul A. Gompers and Jeffrey M. Anapolsky

Explores the decision by Advent, an international venture capital firm, to start a fund focused on Israel. Advent must decide who to hire to run the fund and how much money to raise. View Details

Keywords: Venture Capital; Global Strategy; Recruitment; Expansion; Business Strategy; Financial Services Industry; Israel

Find at Harvard

2013
Working Paper

Managers and Market Capitalism

By: Rebecca Henderson and Karthik Ramanna

In a capitalist system based on free markets, do managers have responsibilities to the system itself? If they do, should these responsibilities shape their behavior when they are engaging in the political process in an attempt to structure the institutions of... View Details

Keywords: Market Design; Economic Systems; Managerial Roles; Government and Politics