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      • May 2018 (Revised October 2020)
      • Supplement

      La Ribera Health Department (B): Epilogue

      By: Regina E. Herzlinger, Emer Moloney and Daniela Beyersdorfer
      The La Ribera case studies depict an innovative low cost/high quality privately financed hospital model struggling to achieve alignment with the Six Factors. It is reimbursed by the public sector in a Spanish environment whose Consumers, Structure, and Public Policy... View Details
      Keywords: Trends And Opportunities; Government; Government Programs; Acquisition; Business Model; Business Plan; Trends; Opportunities; Government and Politics; Programs; Health Care and Treatment; Situation or Environment; Health Industry; Insurance Industry; Technology Industry; Spain
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      Herzlinger, Regina E., Emer Moloney, and Daniela Beyersdorfer. "La Ribera Health Department (B): Epilogue." Harvard Business School Supplement 318-134, May 2018. (Revised October 2020.)
      • May 2018 (Revised February 2019)
      • Teaching Note

      Greg Mazur and the Purchase of Great Eastern Premium Pet Foods

      By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld
      Teaching Note for HBS No. 211-085. Greg Mazur (HBS 1997) identified a small firm, Great Eastern Premium Pet Food, in December of 1998 that fit his search criteria and decided to offer the seller a cash price of $1.2 million plus an earn-out equal to 1% of revenue over... View Details
      Keywords: Acquisition; Entrepreneurship; Financing and Loans; Negotiation Deal; Strategic Planning; Valuation; Analysis
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      Ruback, Richard S., Royce Yudkoff, and Ahron Rosenfeld. "Greg Mazur and the Purchase of Great Eastern Premium Pet Foods." Harvard Business School Teaching Note 218-122, May 2018. (Revised February 2019.)
      • 2018
      • Chapter

      New Prospects for Organizational Democracy?: How the Joint Pursuit of Social and Financial Goals Challenges Traditional Organizational Designs

      By: Julie Battilana, Michael Fuerstein and Michael Lee
      For an extended period during the first half of the 20th century, industrial democracy was a vibrant movement, with ideological and organizational ties to a thriving unionism. In 2015, however, things look different. While there are instances of democracy in the... View Details
      Keywords: Organizational Design; Social Enterprise; Values and Beliefs; Integration; Theory
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      Battilana, Julie, Michael Fuerstein, and Michael Lee. "New Prospects for Organizational Democracy? How the Joint Pursuit of Social and Financial Goals Challenges Traditional Organizational Designs." In Capitalism Beyond Mutuality? Perspectives Integrating Philosophy and Social Science, edited by Subramanian Rangan, 256–288. Oxford, UK: Oxford University Press, 2018.
      • April 2018 (Revised May 2018)
      • Teaching Note

      Haier: Incubating Entrepreneurs in a Chinese Giant

      By: Rosabeth Moss Kanter and Jonathan Cohen
      This Teaching Note helps instructors teach the HBS case, “Haier: Incubating Entrepreneurs in a Chinese Giant,” (HBS No. 318-104) presenting analysis of the case and a teaching plan to guide classroom discussions. View Details
      Keywords: Entrepreneurial Ecosystems; Entrepreneurs; Entrepreneurial Ventures; Innovation; Scaling; Global Corporate Cultures; Global; Cultural Context; Mainstream; Platform Strategies; Ecosystem; Digital; Internet Of Things; Business Model; Change Management; Disruption; Global Strategy; Entrepreneurship; Innovation and Invention; Innovation and Management; Innovation Strategy; Leading Change; Business Strategy; China
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      Kanter, Rosabeth Moss, and Jonathan Cohen. "Haier: Incubating Entrepreneurs in a Chinese Giant." Harvard Business School Teaching Note 318-140, April 2018. (Revised May 2018.)
      • April 2018
      • Case

      Wilderness Safaris: Ecotourism Entrepreneurship

      By: James E. Austin, Megan Epler Wood and Herman B. "Dutch" Leonard
      Wilderness Safaris sees itself as a conservation company that is built on a business model of providing high-end, premium-priced wildlife safaris in various locations in Africa. Dependent on functioning, healthy ecosystems for its long-term survivability as a business,... View Details
      Keywords: Sustainability; Conservation Planning; Corporate Social Responsibility; Ecotourism; Strategy; Social Enterprise; Social Entrepreneurship; Environmental Sustainability; Corporate Social Responsibility and Impact; Expansion; Growth and Development Strategy; Tourism Industry; Entertainment and Recreation Industry; Travel Industry; Africa; Botswana
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      Austin, James E., Megan Epler Wood, and Herman B. "Dutch" Leonard. "Wilderness Safaris: Ecotourism Entrepreneurship." Harvard Business School Case 318-040, April 2018.
      • March 2018
      • Supplement

      Chaudhary Group: Rebuilding Nepal (B)

      By: Christopher J. Malloy, Lauren H. Cohen and Inakshi Sobti
      Supplements the (A) case. Having successfully spearheaded relief work in the aftermath of the Nepal earthquake, the Chaudhary Foundation envisions creating a more comprehensive and sustainable development model. They are keen to build a model village that integrates... View Details
      Keywords: Leadership; Family Business; Decision Choices and Conditions; Developing Countries and Economies; Social Entrepreneurship; Values and Beliefs; Venture Capital; Microfinance; Geographic Location; Collaborative Innovation and Invention; Management; Crisis Management; Management Teams; Resource Allocation; Business and Community Relations; Business and Government Relations; Natural Disasters; Social and Collaborative Networks; Social Issues; Business Strategy; Consumer Products Industry; Banking Industry; Auto Industry; Real Estate Industry; Travel Industry; Nepal
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      Malloy, Christopher J., Lauren H. Cohen, and Inakshi Sobti. "Chaudhary Group: Rebuilding Nepal (B)." Harvard Business School Supplement 218-110, March 2018.
      • March 2018
      • Case

      Summit Public Schools (A)

      By: John J-H Kim and Aldo Sesia
      Summit Public Schools was a very successful charter management organization with schools in California and Washington State. The students came from a variety of socioeconomic backgrounds, many from economically disadvantaged households. While nearly all of its students... View Details
      Keywords: K-12; Online Learning; Virtual Learning; Blended Learning; Secondary Education; Middle School Education; Early Childhood Education; Learning; Business Model; Performance Improvement; Technology
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      Kim, John J-H, and Aldo Sesia. "Summit Public Schools (A)." Harvard Business School Case 318-067, March 2018.
      • March 2018
      • Article

      Making the Numbers? 'Short Termism' and the Puzzle of Only Occasional Disaster

      By: Hazhir Rahmandad, Rebecca Henderson and Nelson P. Repenning
      Much recent work in strategy and popular discussion suggests that an excessive focus on "managing the numbers"—delivering quarterly earnings at the expense of longer-term investments—makes it difficult for firms to make the investments necessary to build competitive... View Details
      Keywords: Capability; Short-termism; System Dynamics; Tipping Point; Business or Company Management; Earnings Management; Resource Allocation
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      Rahmandad, Hazhir, Rebecca Henderson, and Nelson P. Repenning. "Making the Numbers? 'Short Termism' and the Puzzle of Only Occasional Disaster." Management Science 64, no. 3 (March 2018): 1328–1347.
      • February 2018
      • Case

      EmQuest: Travel Distribution in the Digital Era

      By: Karim R. Lakhani and Gamze Yucaoglu
      EmQuest, Emirates Group’s travel distribution company, must decide what to do with its contract with the global distribution system it uses, Sabre. Since its founding in 1988, EmQuest was servicing travel agents in the MENA region by providing a connection to over 400... View Details
      Keywords: UAE; Decision; Business Model; Competitive Strategy; Growth and Development Strategy; Decision Choices and Conditions; Business Strategy; Value Creation; Change Management; Emerging Markets; For-Profit Firms; Competitive Advantage; Travel Industry; United Arab Emirates
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      Lakhani, Karim R., and Gamze Yucaoglu. "EmQuest: Travel Distribution in the Digital Era." Harvard Business School Case 618-040, February 2018.
      • February 2018 (Revised March 2018)
      • Case

      Artificial Intelligence and the Machine Learning Revolution in Finance: Cogent Labs and the Google Cloud Platform (GCP)

      By: Lauren Cohen, Christopher Malloy and William Powley
      This case examines the intersection of two firms (Cogent Labs—a machine learning software firm in Tokyo; and Google, the technology infrastructure giant) attempting to exploit the benefits of artificial intelligence and machine learning in the financial services... View Details
      Keywords: Technological Innovation; Finance; Growth and Development Strategy; Business Model; Applications and Software; Infrastructure; Technology Industry; Financial Services Industry
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      Cohen, Lauren, Christopher Malloy, and William Powley. "Artificial Intelligence and the Machine Learning Revolution in Finance: Cogent Labs and the Google Cloud Platform (GCP)." Harvard Business School Case 218-080, February 2018. (Revised March 2018.)
      • February 2018 (Revised August 2018)
      • Case

      OpenInvest

      By: Shawn Cole, Boris Vallée and Nicole Tempest Keller
      Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolios to their personal values in an automated way, for instance by screening out weapons manufacturers stocks or overweighting... View Details
      Keywords: Fintech; Impact Investing; Investment Portfolio; Customization and Personalization; Technological Innovation; Social Issues; Growth and Development Strategy; Business Model; Financial Services Industry
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      Cole, Shawn, Boris Vallée, and Nicole Tempest Keller. "OpenInvest." Harvard Business School Case 218-064, February 2018. (Revised August 2018.)
      • February 2018 (Revised May 2018)
      • Case

      Haier: Incubating Entrepreneurs in a Chinese Giant

      By: Rosabeth Moss Kanter and Nancy Hua Dai
      CEO Zhang Ruimin must plan how to accelerate the growth of self-managed microenterprises. Platforms were Haier’s business platforms operating in five major sectors: white goods transformation, investment and incubation, financial holdings, real estate, and cultural... View Details
      Keywords: China; Microenterprise; Appliances; Platform; Change; Innovation; Opportunities; Entrepreneurship; Digital Platforms; Transformation; Innovation and Invention; Leadership; Growth and Development Strategy; China
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      Kanter, Rosabeth Moss, and Nancy Hua Dai. "Haier: Incubating Entrepreneurs in a Chinese Giant." Harvard Business School Case 318-104, February 2018. (Revised May 2018.)
      • February 2018 (Revised December 2019)
      • Case

      The Tax Man: Taxes in Private Equity Real Estate

      By: Nori Gerardo Lietz, Timothy J. Becker, Ricardo Andrade and Sayiddah F. McCree
      In January 2018, Caelan Langan, an associate at KSW Partners LLC (“KSW”), was asked by Katherine Scott, the partner for whom he worked, to recommend a proposed structure to acquire a prominent office building in San Francisco for their most recent fund. Caelan was... View Details
      Keywords: Real Estate; Alternative Investment Structures; Property; Acquisition; Private Equity; Investment; Management; Taxation; Policy
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      Lietz, Nori Gerardo, Timothy J. Becker, Ricardo Andrade, and Sayiddah F. McCree. "The Tax Man: Taxes in Private Equity Real Estate." Harvard Business School Case 218-077, February 2018. (Revised December 2019.)
      • February 2018 (Revised September 2018)
      • Case

      Huawei: How Can We Lead the Way?

      By: Elie Ofek, Tian Tao, Eden Yin and Nancy Hua Dai
      On September 12, 2017, just as Apple’s Tim Cook was unveiling the iPhone X, Richard Yu, CEO of Huawei’s Consumer Business Group (CBG), and Glory Cheung, his Chief Marketing Officer, were discussing some key strategic issues regarding Huawei’s smartphone business.... View Details
      Keywords: Product Launch; Product Positioning; Marketing Communications; Price; Competitive Strategy; Global Strategy
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      Ofek, Elie, Tian Tao, Eden Yin, and Nancy Hua Dai. "Huawei: How Can We Lead the Way?" Harvard Business School Case 518-071, February 2018. (Revised September 2018.)
      • February 2018
      • Case

      Rosslyn Resource: Monetization and Sales Strategy

      By: Robert J. Dolan and Sunru Yong
      Rosslyn Resource identifies exploration targets (potential mineral deposits) in the mining industry and advances them until the project can be monetized, usually through sale to a larger mining company, in return for an upfront fee and a royalty on future revenues.... View Details
      Keywords: Strategy; Decision Choices and Conditions; Business Model; Organizational Change and Adaptation; Mining Industry
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      Dolan, Robert J., and Sunru Yong. "Rosslyn Resource: Monetization and Sales Strategy." Harvard Business School Brief Case 918-509, February 2018.
      • 2019
      • Working Paper

      Machine Learning Approaches to Facial and Text Analysis: Discovering CEO Oral Communication Styles

      By: Prithwiraj Choudhury, Dan Wang, Natalie A. Carlson and Tarun Khanna
      We demonstrate how a novel synthesis of three methods—(1) unsupervised topic modeling of text data to generate new measures of textual variance, (2) sentiment analysis of text data, and (3) supervised ML coding of facial images with a cutting-edge convolutional neural... View Details
      Keywords: Spoken Communication; Business History; Analytics and Data Science; Finance; Performance
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      Choudhury, Prithwiraj, Dan Wang, Natalie A. Carlson, and Tarun Khanna. "Machine Learning Approaches to Facial and Text Analysis: Discovering CEO Oral Communication Styles." Harvard Business School Working Paper, No. 18-064, January 2018. (Revised May 2019.)
      • January 2018
      • Case

      Peak Games: Hiring Priorities in Times of Rapid Growth (A)

      By: William R. Kerr and Gamze Yucaoglu
      Sidar Şahin, founder and CEO of Peak Games, a Turkey-based global mobile gaming company, must decide on the final list of candidates for the critical global marketing director position the company has been trying to fill for over a year. Since its founding in 2010,... View Details
      Keywords: Recruiting; Staffing; Emergent Countries; Entrepreneurial Management; Private Sector; Business Strategy; Decision; Growth Management; Games, Gaming, and Gambling; Selection and Staffing; Talent and Talent Management; Business Model; Growth and Development Strategy; Competitive Advantage; Value Creation; Organizational Culture; Decision Choices and Conditions; Technology Industry; Turkey
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      Kerr, William R., and Gamze Yucaoglu. "Peak Games: Hiring Priorities in Times of Rapid Growth (A)." Harvard Business School Case 818-083, January 2018.
      • January 2018
      • Supplement

      Peak Games: Hiring Priorities in Times of Rapid Growth (B)

      By: William R. Kerr and Gamze Yucaoglu
      On November 7, 2017, Sidar Şahin, founder and CEO of Peak Games, a Turkey-based global mobile gaming company, had just closed the sale of Peak Games’ card games studio. This sale included three of the company’s top grossing games and half of its team. Sahin was happy... View Details
      Keywords: Games; Gaming; Acquisitions; Exits; Private Sector; Decision; Games, Gaming, and Gambling; Emerging Markets; Acquisition; Entrepreneurship; For-Profit Firms; Business Model; Business Strategy; Competitive Advantage; Growth and Development Strategy; Decision Making; Value Creation; Leading Change; Management Teams; Technology Industry; Turkey
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      Kerr, William R., and Gamze Yucaoglu. "Peak Games: Hiring Priorities in Times of Rapid Growth (B)." Harvard Business School Supplement 818-084, January 2018.
      • January 2018
      • Case

      Ak Gıda: IPO or Strategic Sale

      By: Suraj Srinivasan and Eren Kuzucu
      In 2015, Yıldiz Holding, one of the world’s largest producer of confections, biscuits and crackers, was at the end of its divestiture process from Ak Gida, one of the leading dairy companies in Turkey. The company had adopted a dual track process, pursuing an initial... View Details
      Keywords: Valuation; Private Sector; For-Profit Firms; Business Model; Business Strategy; Competitive Advantage; Growth and Development Strategy; Value Creation; Decision Making; Growth Management; Mergers and Acquisitions; Initial Public Offering; Business Conglomerates; Business Exit or Shutdown; Family Business; Joint Ventures; Food and Beverage Industry; Turkey
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      Srinivasan, Suraj, and Eren Kuzucu. "Ak Gıda: IPO or Strategic Sale." Harvard Business School Case 118-036, January 2018.
      • January 2018
      • Technical Note

      Business at the Base of the Pyramid: Understanding Impact and Impact Evaluations

      By: V. Kasturi Rangan and Tricia Gregg
      Unlike financial success, there is no clear consensus regarding how best to define and measure social impact. This HBS Technical Note written for students of the HBS MBA course Business at the Base of the Pyramid (BBOP), offers readers pragmatic perspectives on how the... View Details
      Keywords: Developing Countries and Economies; Social Issues; Value Creation; Human Needs; Performance Evaluation
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      Rangan, V. Kasturi, and Tricia Gregg. "Business at the Base of the Pyramid: Understanding Impact and Impact Evaluations." Harvard Business School Technical Note 518-057, January 2018.
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