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    • All HBS Web  (1,152)
      • Faculty Publications  (255)

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      • November 2020 (Revised September 2021)
      • Case

      HP Instant Ink: (Self) Disrupting the Consumer Printing Market

      By: Elie Ofek, Marco Bertini, Oded Koenigsberg and George Gonzalez
      Seeking to disrupt the consumer printing market (before being disrupted by others), and in response to customer pain points, in 2013 HP Inc. launched an ink replenishment service called Instant Ink, where customers pay a monthly subscription fee based on the number of... View Details
      Keywords: Printing; Ink; Subscription Model; Customers; Information Infrastructure; Service Delivery; Business Model; Disruption; Growth and Development Strategy
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      Ofek, Elie, Marco Bertini, Oded Koenigsberg, and George Gonzalez. "HP Instant Ink: (Self) Disrupting the Consumer Printing Market." Harvard Business School Case 521-016, November 2020. (Revised September 2021.)
      • November 2020
      • Article

      Casting Conference Calls

      By: Lauren Cohen, Dong Lou and Christopher J. Malloy
      We explore a subtle but important mechanism through which firms can control information flow to the markets. We find that firms that “cast” their conference calls by disproportionately calling on bullish analysts tend to underperform in the future. Firms that call on... View Details
      Keywords: Strategic Release; Firms; Conference Calls; Information; Strategy; Asset Pricing
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      Cohen, Lauren, Dong Lou, and Christopher J. Malloy. "Casting Conference Calls." Management Science 66, no. 11 (November 2020): 5015–5039. (Winner of the First Prize, Crowell Memorial Award for Best Paper in Quantitative Investments, PanAgora Asset Management, 2014.)
      • 2022
      • Working Paper

      The Stock Market Value of Human Capital Creation

      By: Matthias Regier and Ethan Rouen
      We develop a measure of firm-year-specific human capital investment from publicly disclosed personnel expenses (PE) and examine the stock market valuation of this investment. Measuring the future value of PE (PEFV) based on the relation between lagged... View Details
      Keywords: Intangibles; Market Valuation; Human Capital; Stocks; Financial Markets; Valuation
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      Regier, Matthias, and Ethan Rouen. "The Stock Market Value of Human Capital Creation." Harvard Business School Working Paper, No. 21-047, October 2020. (Revised March 2022.)
      • September 2020
      • Article

      Analyst Forecast Bundling

      By: Michael Drake, Peter Joos, Joseph Pacelli and Brady Twedt
      Changing economic conditions over the past two decades have created incentives for sell-side analysts to both provide their institutional clients tiered services and to streamline their written research process. One manifestation of these changes is an increased... View Details
      Keywords: Analysts; Earnings Forecasts; Forecast Accuracy; Forecast Bundling; Business Earnings; Forecasting and Prediction
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      Drake, Michael, Peter Joos, Joseph Pacelli, and Brady Twedt. "Analyst Forecast Bundling." Management Science 66, no. 9 (September 2020): 4024–4046.
      • August 2020
      • Case

      Mary Guerrero and the Advancement of Latinx Talent: Developing an Employee Resource Group at a Top Tier Bank (A)

      By: Rosabeth Moss Kanter and Amy Hernandez Turcios
      Mary Guerrero was a first-generation Latina and an investment banking analyst at a top tier bank on Wall Street—Bulge Bracket Bank (BBB). She was committed to increasing representation of Latinx talent at her firm. She was already doing a lot of individual work to make... View Details
      Keywords: Latin America; Bank; Representation; Scale; Inclusion; Coalition; Resources; Latinx; Talent and Talent Management; Diversity; Ethnicity; Banks and Banking; Leadership
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      Kanter, Rosabeth Moss, and Amy Hernandez Turcios. "Mary Guerrero and the Advancement of Latinx Talent: Developing an Employee Resource Group at a Top Tier Bank (A)." Harvard Business School Case 321-017, August 2020.
      • Article

      Cultural Diversity on Wall Street: Evidence from Consensus Earnings Forecasts

      By: Kenneth Merkley, Roni Michaely and Joseph Pacelli
      We examine how cultural differences among agents influence the aggregate outcome of a common forecasting task. Using both exogenous shocks to sell-side analyst diversity and panel regression methods, we find that increases in analyst cultural diversity positively... View Details
      Keywords: Culture; Forecasting; Sell-side Analysts; Information Aggregation; Diversity; Forecasting and Prediction; Information; Performance Improvement
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      Merkley, Kenneth, Roni Michaely, and Joseph Pacelli. "Cultural Diversity on Wall Street: Evidence from Consensus Earnings Forecasts." Journal of Accounting & Economics 70, no. 1 (August 2020).
      • July 2020 (Revised November 2020)
      • Case

      Pricing at Netflix

      By: Elie Ofek, Marco Bertini, Oded Koenigsberg and Amy Klopfenstein
      Since its launch in 1998 as “the Amazon.com of DVDs,” Netflix had evolved from a DVD rental company to a video streaming platform and producer of original films and television shows. As the company matured, it regularly increased prices and adjusted its product... View Details
      Keywords: Pricing; Marketing; Marketing Strategy; Entertainment; Film Entertainment; Television Entertainment; Finance; Price; Strategy; Competition; Competitive Strategy; Business Strategy; Adaptation; Information Technology; Internet and the Web; Digital Platforms; Customers; Customer Satisfaction; Customer Value and Value Chain; Entertainment and Recreation Industry; North and Central America; United States
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      Ofek, Elie, Marco Bertini, Oded Koenigsberg, and Amy Klopfenstein. "Pricing at Netflix." Harvard Business School Case 521-004, July 2020. (Revised November 2020.)
      • June 2020 (Revised October 2020)
      • Case

      Muddy Waters vs. eHealth: The Debate of a 'Lifetime'

      By: Jonas Heese and Cristo Liautaud
      In May 2020, an analyst was assessing eHealth’s performance. eHealth was an online / tele-sales broker of health insurance products. The stock had recently hit all-time highs, closing at a peak of $146 on March 4, 2020. But now, May 4, 2020, eHealth traded at $103. The... View Details
      Keywords: Revenue Recognition; Health; Insurance; Online Technology; Insurance Industry
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      Heese, Jonas, and Cristo Liautaud. "Muddy Waters vs. eHealth: The Debate of a 'Lifetime'." Harvard Business School Case 120-114, June 2020. (Revised October 2020.)
      • June 2020 (Revised February 2021)
      • Case

      Accounting for Leases at American Airlines (A)

      By: Jonas Heese, Gerardo Pérez Cavazos and Julia Kelley
      In March 2020, as coronavirus reduced demand for air travel, an analyst was forecasting American Airlines’ (American’s) first quarter financial results. To develop a forecast, she needed to familiarize herself with Accounting Standards Update (ASU) 2016-02, “Leases... View Details
      Keywords: Accounting; Financial Reporting; Financial Statements; Finance; Governance; Corporate Accountability; Corporate Governance; Governing Rules, Regulations, and Reforms; Governing and Advisory Boards; Leasing; Accounting Industry; Air Transportation Industry; North and Central America; United States
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      Heese, Jonas, Gerardo Pérez Cavazos, and Julia Kelley. "Accounting for Leases at American Airlines (A)." Harvard Business School Case 120-069, June 2020. (Revised February 2021.)
      • 2020
      • Article

      Inconvenient Truths: Interpreting the Origins of the Internet

      By: Shane Greenstein
      A conventional economic narrative provides intellectual underpinnings for governments to subsidize research and development ("R&D") that coordinates risky research to benefit many in society. This essay compares this narrative with the origins and invention of the... View Details
      Keywords: Lead Users; Technology Transfer; Internet and the Web; History; Analysis; Research and Development; Governance; Information Technology; Policy
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      Greenstein, Shane. "Inconvenient Truths: Interpreting the Origins of the Internet." Journal of Law & Innovation 3 (2020): 36–68.
      • May 2020 (Revised November 2021)
      • Supplement

      Valuing Peloton

      By: E. Scott Mayfield
      Peloton Interactive, a well-known unicorn in the connected fitness space, had gone public with a market capitalization of over $8.0 billion. In the weeks following its public debut, Peloton’s stock price fell by over 25%. Taylor Knox, a stock analyst and enthusiastic... View Details
      Keywords: Business Model; Disruptive Innovation; Risk and Uncertainty; Stocks; Price; Valuation; Entertainment and Recreation Industry
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      Mayfield, E. Scott. "Valuing Peloton." Harvard Business School Spreadsheet Supplement 220-717, May 2020. (Revised November 2021.)
      • 2020
      • Working Paper

      Reinventing Retail: The Novel Resurgence of Independent Bookstores

      By: Ryan Raffaelli
      This study examines how community-based brick-and-mortar retailers can achieve sustained market growth in the face of online and big box retail competition. The appearance of Amazon.com in 1995 led to a significant decline in the number of independent bookstores in the... View Details
      Keywords: Bookstores; Competitive Strategy; Business and Community Relations; Customization and Personalization; Growth and Development; Retail Industry; United States
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      Raffaelli, Ryan. "Reinventing Retail: The Novel Resurgence of Independent Bookstores." Harvard Business School Working Paper, No. 20-068, January 2020.
      • January 2020
      • Article

      The Job Rating Game: Revolving Doors and Analyst Incentives

      By: Elisabeth Kempf
      Investment banks frequently hire analysts from rating agencies. While many argue that this "revolving door" creates captured analysts, it can also create incentives to improve accuracy. To study this issue, I construct an original dataset, linking analysts to their... View Details
      Keywords: Credit Rating Agencies; Investment Banking; Recruitment; Performance Evaluation; Financial Services Industry
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      Kempf, Elisabeth. "The Job Rating Game: Revolving Doors and Analyst Incentives." Journal of Financial Economics 135, no. 1 (January 2020): 41–67.
      • November 2019
      • Supplement

      Gillette: Cutting Prices to Regain Share

      By: Benjamin C. Esty and Daniel Fisher
      After losing market share to low-priced competitors such as Harry’s and Dollar Shave Club for several years, Gillette decided to fight back by cutting prices on its razors and blades in April 2017. Bonnie Herzog, an equity analyst at Wells Fargo, must assess how the... View Details
      Keywords: Marketing Strategy; Product Positioning; Business Strategy; Competition; Price; Public Equity; Retail Industry; Consumer Products Industry; United States
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      Esty, Benjamin C., and Daniel Fisher. "Gillette: Cutting Prices to Regain Share." Harvard Business School Spreadsheet Supplement 720-853, November 2019.
      • November 2019
      • Supplement

      Hapag-Lloyd AG: Complying with IMO 2020

      By: Benjamin C. Esty, Mette Fuglsang Hjortshoej and Emer Moloney
      A new environmental regulation known as IMO 2020 was creating what one industry analyst called “the biggest shakeup for the oil and shipping industries in decades.” According to the new regulation, all ocean-going ships would have to limit their sulfur emissions by... View Details
      Keywords: Valuation; Ship Transportation; Strategic Planning; Game Theory; Pollutants; Supply Chain; Corporate Accountability; Capital Budgeting; Environmental Sustainability; Shipping Industry; Transportation Industry; Germany
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      Esty, Benjamin C., Mette Fuglsang Hjortshoej, and Emer Moloney. "Hapag-Lloyd AG: Complying with IMO 2020." Harvard Business School Spreadsheet Supplement 220-713, November 2019.
      • November 2019
      • Case

      Hapag-Lloyd AG: Complying with IMO 2020

      By: Benjamin C. Esty, Mette Fuglsang Hjortshoej and Emer Moloney
      A new environmental regulation known as IMO 2020 was creating what one industry analyst called “the biggest shakeup for the oil and shipping industries in decades.” According to the new regulation, all ocean-going ships would have to limit their sulfur emissions by... View Details
      Keywords: Valuation; Ship Transportation; Strategic Planning; Game Theory; Pollutants; Supply Chain; Corporate Accountability; Capital Budgeting; Environmental Sustainability; Governing Rules, Regulations, and Reforms; Governance Compliance; Shipping Industry; Transportation Industry; Germany
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      Esty, Benjamin C., Mette Fuglsang Hjortshoej, and Emer Moloney. "Hapag-Lloyd AG: Complying with IMO 2020." Harvard Business School Case 220-003, November 2019.
      • November 2019
      • Case

      Gillette: Cutting Prices to Regain Share

      By: Benjamin C. Esty and Daniel Fisher
      After losing market share to low-priced competitors such as Harry’s and Dollar Shave Club for several years, Gillette decided to fight back by launching new products and increasing advertising. When these efforts failed to stem the losses, Gillette decided to cut the... View Details
      Keywords: Marketing Strategy; Product Positioning; Business Strategy; Competition; Price; Public Equity; Retail Industry; Consumer Products Industry; United States
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      Esty, Benjamin C., and Daniel Fisher. "Gillette: Cutting Prices to Regain Share." Harvard Business School Case 720-378, November 2019.
      • October 2019
      • Case

      Impax Laboratories: Executing Accretive Acquisitions (A)

      By: Benjamin C. Esty and Daniel Fisher
      Impax Laboratories was a technology-based pharmaceutical company that used a “dual platform” strategy to sell both generic and branded treatments. While Impax had grown organically for most of its history, it was beginning to use major acquisitions for growth. In the... View Details
      Keywords: Financial Reporting; Financial Statements; Mergers and Acquisitions; Capital Structure; Competition; Competitive Advantage; Corporate Strategy; Pharmaceutical Industry; United States
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      Esty, Benjamin C., and Daniel Fisher. "Impax Laboratories: Executing Accretive Acquisitions (A)." Harvard Business School Case 220-030, October 2019.
      • October 2019
      • Supplement

      Impax Laboratories: Executing Accretive Transactions (A)

      By: Benjamin C. Esty and Daniel Fisher
      Impax Laboratories was a technology-based pharmaceutical company that used a “dual platform” strategy to sell both generic and branded treatments. While Impax had grown organically for most of its history, it was beginning to use major acquisitions for growth. In the... View Details
      Keywords: Financial Reporting; Financial Statements; Mergers and Acquisitions; Capital Structure; Financial Strategy; Competition; Competitive Advantage; Corporate Strategy; Pharmaceutical Industry; United States
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      Esty, Benjamin C., and Daniel Fisher. "Impax Laboratories: Executing Accretive Transactions (A)." Harvard Business School Spreadsheet Supplement 220-710, October 2019.
      • August 2019 (Revised November 2022)
      • Case

      Paradigm Capital Value Fund

      By: Luis M. Viceira and Elena Corsi
      Karl Jan Erick Hummel had founded Paradigm Capital Value Fund in 2007 together with Columbia Business School Professor Bruce Greenwald, an expert in value investing and now chairman of the fund. The fund followed the principles of value investing to their target... View Details
      Keywords: Investment Activism; Investment Portfolio; Financial Management; Growth and Development Strategy; Investment Funds; Financial Services Industry
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      Viceira, Luis M., and Elena Corsi. "Paradigm Capital Value Fund." Harvard Business School Case 220-014, August 2019. (Revised November 2022.)
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