Publications

02 Feb 2023
Research & Ideas

Why We Still Need Twitter: How Social Media Holds Companies Accountable

“easy to document” violations compared to more complicated financial misconduct, Heese says. “An accounting fraud or a tax fraud, which we would classify as a financial violation, is maybe more difficult for... View Details

Keywords: by Kasandra Brabaw; Technology

July 2004 (Revised January 2007)
Case

H&R Block and "Everyday Financial Services"

By: Peter Tufano and Daniel Schneider

H&R Block, the U.S. market leader in tax preparation services, must decide whether to offer financial services to its low-income clients. H&R Block is facing increased competition from branded and nonbranded tax preparers, and the number of returns prepared by the... View Details

Keywords: Financial Management; Income; Taxation; Product Development; Financial Services Industry; United States

Web

HBS - Financials | Supplemental Financial Information

2023 Annual Report From The Dean Key Metrics Financials PDF Downloads Financials From the CFO Financial Highlights Statement of Activity & Cash Flows Consolidated Balance Sheet... View Details

Web

HBS - Financials | Supplemental Financial Information

2021 Annual Report From The Dean Financials PDF Downloads Archive Financials 5 Year Summary From the CFO Financial Highlights Statement of Activity & Cash Flows Consolidated... View Details

Web

HBS - Financials | Financial Highlights

2023 Annual Report From The Dean Key Metrics Financials PDF Downloads Financials From the CFO Financial Highlights Statement of Activity & Cash Flows Consolidated Balance Sheet... View Details

Web

HBS - Financials | Supplemental Financial Information

2022 Annual Report From The Dean Key Metrics Financials PDF Downloads Financials From the CFO Financial Highlights Statement of Activity & Cash Flows Consolidated Balance Sheet... View Details

October 2023 (Revised March 2024)
Case

GameStop: Social Media Finds a Cheat Code (A)

By: Joseph Pacelli and Sarah Mehta

This case covers the events leading up to the 2021 GameStop short squeeze. Using GameStop as an illustrative example, the case explores the rise in retail trading, increased financial information sharing on social media, and the gamification of investing enabled by... View Details

Keywords: Value; Stocks; Financial Markets; Social Media; Investment; Applications and Software; Financial Services Industry; United States

Forthcoming
Chapter

Media & Entertainment in Argentina: Doing Business in a Fragmented Society

By: Luciana Silvestri and Roberto Vassolo

We explore the issues of vertical and horizontal fragmentation in Argentina by examining how consumers relate to media and entertainment content and technologies. We focus on belly-of-the-market consumers (the most affluent at the bottom of the pyramid) and observe the... View Details

Keywords: Demographics; Marketing; Consumer Behavior; Media and Broadcasting Industry; Media and Broadcasting Industry; Argentina

Find at Harvard

12 Oct 1999
Research & Ideas

Media Metamorphosis: Advertising in the Technology Age

media-based compensation, and the rise of media buying services, the authors also foresee continued downward pressure on advertising rates. Nobel Laureate Herbert A. Simon once said, "A wealth of... View Details

Keywords: by Peter K. Jacobs; Advertising

23 Jan 2006
Research & Ideas

Financial Reporting Goes Global

also am working on a few studies that look at the role of the media in disseminating and interpreting financial information. The media has been largely ignored in studies of... View Details

Keywords: by Cynthia Churchwell; Financial Services; Financial Services

22 Jan 2016
Working Paper Summaries

Financial Patent Quality: Finance Patents After State Street

Keywords: by Josh Lerner, Ann Leamon, Mark Baker & Andrew Speen; Financial Services

20 Aug 2014
Research & Ideas

Why the ALS Ice Bucket Challenge is a Social Media Blockbuster

In 2009, technology researchers at Forrester published a report entitled We Are All Media Companies Now, that looked at how publishing firms were dealing with the shift from a distribution paradigm to one based on consumption. By 2014,... View Details

Keywords: by John Deighton

December 2004 (Revised April 2006)
Case

Managing Diversity at Cityside Financial Services

By: Robin J. Ely and Ingrid Vargas

Cityside Financial Services, a disguised consumer bank, serves both a largely African-American urban community and a more affluent, predominantly white clientele. To match the gender and racial makeup of its staff to that of its customers, Cityside's sales division... View Details

Keywords: Selection and Staffing; Situation or Environment; Race; Employees; Gender; Customer Satisfaction; Diversity; Cross-Cultural and Cross-Border Issues; Banks and Banking; Banking Industry

July 2014
Article

Winners in the Spotlight: Media Coverage of Fund Holdings as a Driver of Flows

By: David H. Solomon, Eugene F. Soltes and Denis Sosyura

We show that media coverage of mutual fund holdings affects how investors allocate money across funds. Controlling for fund performance, fund holdings with high past returns attract extra flows only if these stocks were recently featured in major newspapers. In... View Details

Keywords: Prejudice and Bias; Media; Investment Funds; Financial Services Industry

SSRN

Find at Harvard

Web

HBS - Financials | From the Chief Financial Officer

2023 Annual Report From The Dean Key Metrics Financials PDF Downloads Financials From the CFO Financial Highlights Statement of Activity & Cash Flows Consolidated Balance Sheet... View Details

01 Dec 2017
News

2017 in Finance: Helping Consumers Improve Their Financial Life

financial life. Think of it like a trip to the doctor: The doctor doesn’t just tell you your cholesterol level. He tells you what that means, how it compares to others in your age group, and what choices you have given that information.... View Details

Keywords: Omer Ismail (MBA 2007), chief commercial officer, Marcus by Goldman Sachs, the firm’s digital consumer financial services business; Finance

March 2007 (Revised September 2019)
Case

Motilal Oswal Financial Services Ltd.: An IPO in India

By: Felda Hardymon, Joshua Lerner and Ann Leamon

The executives of Motilal Oswal Financial Services, Ltd., one of the largest brokerages in India, are considering an IPO on the Indian markets. The company recently received a small private equity investment from two global private equity firms, which it has not yet... View Details

Keywords: Private Equity; Initial Public Offering; Investment; Emerging Markets; Financial Services Industry; India

04 May 2009
Research & Ideas

What’s Next for the Big Financial Brands

now close to worthless. It drags down Bank of America's brand every time it is mentioned in the same breath. The Merrill Lynch brand is unlikely to ever recover and Bank of America should drop it. Merrill Lynch was one of 25 financial... View Details

Keywords: by John Quelch; Financial Services; Financial Services

October 2002 (Revised January 2003)
Case

Hermitage Fund, The: Media and Corporate Governance in Russia

William Browder, the top executive of the Hermitage Fund, the best-performing international equity fund over the last five years, attributed much of his funds' strong returns to its focus on shareholder activism and corporate governance. In 2001, he was putting this... View Details

Keywords: Media; Corporate Governance; Investment Activism; Financial Services Industry; Russia