Publications

March 2018 (Revised March 2018)
Teaching Note

OpenInvest

By: Boris Vallee and Caitlin Reimers Brumme

Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolio to their personal values in an automated way, for instance by screening out weapon manufacturers stocks or overweighting LGBTQ... View Details

Keywords: Socially Responsible Investing; Investing For Impact; Robo-advisors; Investment; Values and Beliefs; Customization and Personalization; Technology; Financial Services Industry

November 2024
Case

Demond Martin and WellWithAll

By: Hise Gibson, Archie L. Jones and Ai-Ling Jamila Malone

This case study chronicles the transformative entrepreneurial path of Demond Martin, co-founder and CEO of WellWithAll, a health and wellness startup. Motivated by a pivotal life experience and deep concern for racial health inequities, Martin transitions from a... View Details

28 Apr 2011
Op-Ed

While Waiting for Japan’s Recovery, Let’s Enhance Supplier Competitiveness at Home

distribution chains. Big companies also tap promising ideas for innovation through their relationships with entrepreneurial growth companies, whether as suppliers or as investment targets for corporate venture capital. To help small... View Details

Keywords: by Rosabeth Moss Kanter

05 Dec 2013
Op-Ed

Encourage Breakthrough Health Care by Competing on Products Rather Than Patents

they should open target data and compete on solutions—compounds and molecules addressing the targets. I agree. If we're going to get the breakthrough products we want at a development cost we can afford, we have to figure out the best... View Details

Keywords: by Richard G. Hamermesh; Biotechnology; Health

November–December 2023
Article

Tax-Loss Harvesting with Cryptocurrencies

By: Lin William Cong, Wayne Landsman, Edward Maydew and Daniel Rabetti

We describe the taxation landscape in the cryptocurrency markets, especially concerning U.S. taxpayers, and examine how recent increases in tax scrutiny have led to changes in crypto investors' trading behavior. We argue conceptually and then empirically document that... View Details

Keywords: Cryptocurrency; Taxation; Governing Rules, Regulations, and Reforms; Financial Markets

Read Now

June 2021
Technical Note

SPAC Space

By: John R. Wells and Benjamin Weinstock

In 2020, over half of all initial public offerings (IPOs) in the United States were special purpose acquisition companies (SPACs), blank-check companies that typically had two years to find a business to take public, usually through a reverse merger. Together, 248... View Details

Keywords: Special Purpose Acquisition Companies; SPACs; Mergers and Acquisitions; Going Public; Initial Public Offering; Investment; Strategy

21 Mar 2004
Research & Ideas

Loyalty: Don’t Give Away the Store

written by Lal with HBS colleague David Bell, was published in Quantitative Marketing and Economics last June. Lal discusses his findings with Manda Salls. Salls: Frequent shopper programs have become part of the shopper's landscape. What... View Details

Keywords: by Manda Salls; Consumer Products; Retail

26 Feb 2008
First Look

First Look: February 26, 2008

Working PapersAn Investigation of Earnings Management through Marketing Actions Authors:Craig J. Chapman and Thomas J. Steenburgh Abstract Combining new, hand-collected data with a widely studied dataset, we examine how firms use View Details

Keywords: Martha Lagace

August 2021 (Revised April 2022)
Case

KKR

By: Jo Tango and Alys Ferragamo

In June of 2021, KKR’s executive team convened to prepare for an upcoming board meeting. From a small, three-person partnership that started in 1976 and invested only in U.S. LBOs, the firm 45 years later was a public company that employed over 1,600 people and managed... View Details

Keywords: Governing and Advisory Boards; Public Equity; Globalized Markets and Industries; Growth and Development Strategy; Profit; Strategy; Finance; Private Equity; United States

18 Aug 2008
Research & Ideas

How Disruptive Innovation Changes Education

have made the market difficult to penetrate and lasting reform hard to come by. That said, our lenses show how any organization can innovate successfully, and the forces at work in schools and districts are the same as those in other... View Details

Keywords: by Martha Lagace; Education

19 Sep 2017
First Look

First Look at New Research and Ideas, September 19

general purpose (e.g., quality management) to highly market specific (e.g., knowing how to manufacture an airplane wing). To illustrate the potential of the framework to shed new light on traditional strategy questions, the article... View Details

Keywords: Sean Silverthorne

January 2017 (Revised February 2018)
Case

Godiva Japan: Think Local, Scale Global

By: Rohit Deshpandé, Esel Cekin and Akiko Kanno

This case tracks Jerome Chouchan’s strategies and execution for a successful turnaround of Godiva Japan’s operations, which were experiencing a decline in sales when he became the managing director of the company in 2010. Through various initiatives and innovations,... View Details

08 Oct 2014
Working Paper Summaries

The Federal Reserve’s Abandonment of Its 1923 Principles

Keywords: by Julio J. Rotemberg; Banking; Legal Services

September 2018 (Revised November 2018)
Case

Careem: Base Camp or Mountain Peak? Designing an OS for Scaling

By: Shikhar Ghosh, Gamze Yucaoglu and Alpana Thapar

This case focuses on designing a fast growing organization. It is part of a two-case set that is taught together to cover the scaling journey.
Careem, a Dubai-based ride-hailing service aimed to ‘simplify and improve the lives of people, and build an awesome... View Details

Keywords: Scale; Values; Rights; Operating Systems; Business Startup; Transportation; Organizational Design; Entrepreneurship; Information Technology; Organizational Culture; Values and Beliefs; Decision Making; Managerial Roles; Dubai; United Arab Emirates; Middle East

17 Feb 2020
Sharpening Your Skills

How Entrepreneurs Can Find the Right Problem to Solve

validation of problems and target customers early in your product development process. One test, or even a few tests, does not qualify a product as marketable or fundable. The more objective tests you do up... View Details

Keywords: by Julia Austin

12 Dec 2023
Book

HBS Faculty Books of 2023: Find Happiness, Fix Things, and Fail Well

mobilize organizational change quickly, untangle digital strategy, and reflect on socially responsible leadership. Take a look back at some of the books by Harvard Business School faculty members that hit the market this year: Economic... View Details

Keywords: by Danielle Kost

April 1994 (Revised January 1995)
Case

StarKist (A)

By: Richard H.K. Vietor and Forest L. Reinhardt

Set in April 1990, this case focuses on H.J. Heinz and its subsidiary, StarKist, the largest producer of canned tuna in the United States. During the 1980s, the public became increasingly concerned about tuna fishing practices that killed dolphins. StarKist was the... View Details

Keywords: Business Subsidiaries; Decision Choices and Conditions; Laws and Statutes; Management Teams; Brands and Branding; Environmental Sustainability; Competition; Mexico; United States