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  • 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.)
  • 22 Jul 2014
  • Working Paper Summaries

Banks as Patient Fixed-Income Investors

Keywords: by Samuel G. Hanson, Andrei Shleifer, Jeremy C. Stein & Robert W. Vishny; Banking
  • October 2012
  • Case

Hill Country Snack Foods Co.

By: W. Carl Kester and Craig Stephenson
Hill Country Snack Foods, located in Austin, Texas, manufactures, markets, and distributes snack foods and frozen treats. The CEO is passionate about maximizing shareholder value and believes in keeping tight control over costs and operating the business as efficiently... View Details
Keywords: United States; Financial Strategy; Debt Management; Retail Trade; Risk Management; Food; Capital Structure; Corporate Finance; Retail Industry; Food and Beverage Industry; Texas
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Kester, W. Carl, and Craig Stephenson. "Hill Country Snack Foods Co." Harvard Business School Brief Case 913-517, October 2012.
  • August 2010 (Revised December 2010)
  • Supplement

Urban Water Partners (A) (CW)

By: Karthik Ramanna and George Serafeim
The case explores a new venture to bring clean water to Tanzanians who otherwise cannot access or afford it. Management has enough money to get their company through August 2010, but needs more capital. An HBS alum is interested in investing in the company;... View Details
Keywords: Human Needs; Accrual Accounting; Financial Statements; Health Industry; Utilities Industry; Dar es Salaam
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Ramanna, Karthik, and George Serafeim. "Urban Water Partners (A) (CW)." Harvard Business School Spreadsheet Supplement 111-701, August 2010. (Revised December 2010.)
  • March 2015
  • Article

Vulnerable Banks

By: Robin Greenwood, Augustin Landier and David Thesmar
We present a model in which fire sales propagate shocks across bank balance sheets. When a bank experiences a negative shock to its equity, a natural way to return to target leverage is to sell assets. If potential buyers are limited, then asset sales depress prices,... View Details
Keywords: Financial Liquidity; Financial Crisis; Banks and Banking; Banking Industry; Europe
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Greenwood, Robin, Augustin Landier, and David Thesmar. "Vulnerable Banks." Journal of Financial Economics 115, no. 3 (March 2015): 471–485.
  • March 2022
  • Article

Loan Types and the Bank Lending Channel

By: Victoria Ivashina, Luc Laeven and Enrique Moral-Benito
Using credit-registry data for Spain and Peru, we document that four main types of commercial credit—asset-based loans, cash flow loans, trade finance and leasing—are easily identifiable and represent the bulk of corporate credit. We show that credit growth dynamics... View Details
Keywords: Bank Credit; Loan Types; Bank Lending Channel; Credit Registry; Banks and Banking; Credit; Financing and Loans
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Ivashina, Victoria, Luc Laeven, and Enrique Moral-Benito. "Loan Types and the Bank Lending Channel." Journal of Monetary Economics 126 (March 2022): 171–187.
  • August 2010 (Revised January 2013)
  • Supplement

Urban Water Partners (B)

By: Karthik Ramanna, George Serafeim and Aldo Sesia
The case explores a new business venture to bring clean water to residents of Dar es Salaam, Tanzania, who otherwise cannot afford it. Management has enough money to get their company through August 2010, but needs more capital thereafter. An HBS alumnus is interested... View Details
Keywords: Human Needs; Accrual Accounting; Financial Statements; Health Industry; Utilities Industry; Dar es Salaam
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Ramanna, Karthik, George Serafeim, and Aldo Sesia. "Urban Water Partners (B)." Harvard Business School Supplement 111-029, August 2010. (Revised January 2013.)
  • August 2010 (Revised January 2013)
  • Case

Urban Water Partners (A)

By: Karthik Ramanna, George Serafeim and Aldo Sesia
The case explores a new business venture to bring clean water to residents of Dar es Salaam, Tanzania, who otherwise cannot afford it. Management has enough money to get the company through August 2010 but needs more capital thereafter. An HBS alumnus is interested in... View Details
Keywords: Accrual Accounting; Financial Statements; Business Startups; Social Entrepreneurship; Investment; Performance Evaluation; Dar es Salaam; Massachusetts
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Ramanna, Karthik, George Serafeim, and Aldo Sesia. "Urban Water Partners (A)." Harvard Business School Case 111-016, August 2010. (Revised January 2013.)
  • June 2018
  • Article

Deviations from Covered Interest Rate Parity

By: Wenxin Du, Alexander Tepper and Adrien Verdelhan
We find that deviations from the covered interest rate parity (CIP) condition imply large, persistent, and systematic arbitrage opportunities in one of the largest asset markets in the world. Contrary to the common view, these deviations for major currencies are not... View Details
Keywords: Interest Rates; Financial Markets; Banks and Banking; Price
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Du, Wenxin, Alexander Tepper, and Adrien Verdelhan. "Deviations from Covered Interest Rate Parity." Journal of Finance 73, no. 3 (June 2018): 915–957.
  • February 2023
  • Article

Nonprofits in Good Times and Bad Times

By: Christine L. Exley, Nils H. Lehr and Stephen J. Terry
Need fluctuates over the business cycle. We conduct a survey revealing a desire for nonprofit activities to countercyclically expand during downturns. We then demonstrate, using comprehensive U.S. nonprofit data drawn from millions of tax returns, that the public's... View Details
Keywords: Nonprofit Organizations; Business Cycles; Philanthropy and Charitable Giving
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Exley, Christine L., Nils H. Lehr, and Stephen J. Terry. "Nonprofits in Good Times and Bad Times." Journal of Political Economy Microeconomics 1, no. 1 (February 2023): 42–79.
  • 2016
  • Working Paper

Food Stamp Entrepreneurs

By: Gareth Olds
This paper explores how eligibility for the Supplemental Nutrition Assistance Program (SNAP, formerly known as the Food Stamps Program) affects firm formation. Using a variety of identification strategies, I show that expanded SNAP eligibility in the mid-2000s... View Details
Keywords: Entrepreneurship; Welfare or Wellbeing
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Olds, Gareth. "Food Stamp Entrepreneurs." Harvard Business School Working Paper, No. 16-143, June 2016.
  • April 2009 (Revised September 2011)
  • Case

Before the Fall: Lehman Brothers 2008

By: Clayton S. Rose and Anand Ahuja
This case examines Lehman Brothers in the months preceding its collapse. Following the announcement of a huge and unexpected second quarter loss, the CFO was removed from her post after only seven months in the job. This case explores the challenges faced by a firm... View Details
Keywords: Communication Strategy; Financial Crisis; Insolvency and Bankruptcy; Financial Management; Financial Markets; Crisis Management; Trust; Financial Services Industry
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Rose, Clayton S., and Anand Ahuja. "Before the Fall: Lehman Brothers 2008." Harvard Business School Case 309-093, April 2009. (Revised September 2011.)
  • 05 Aug 2024
  • Research & Ideas

Watching for the Next Economic Downturn? Follow Corporate Debt

probability of a crisis within the next three years. “Once the bank balance sheet is handicapped, all kinds of other consequences come out.” An ensuing recovery can take longer to develop once a financial... View Details
Keywords: by Rachel Layne
  • 2007
  • Working Paper

New Framework for Measuring and Managing Macrofinancial Risk and Financial Stability

By: Dale F. Gray, Robert C. Merton and Zvi Bodie
This paper proposes a new approach to improve the way central banks can analyze and manage the financial risks of a national economy. It is based on the modern theory and practice of contingent claims analysis (CCA), which is successfully used today at the level of... View Details
Keywords: Financial Crisis; Macroeconomics; Central Banking; Risk Management
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Gray, Dale F., Robert C. Merton, and Zvi Bodie. "New Framework for Measuring and Managing Macrofinancial Risk and Financial Stability." NBER Working Paper Series, No. 13607, November 2007.
  • December 2006 (Revised August 2008)
  • Case

Keggfarms (India): Which Came First, the Kuroiler(TM) or the KEGG(TM)?

Vinod Kapur has founded a unique enterprise, Keggfarms, based on a special poultry chicken he bred to address the nutritional and income needs of some of the poorest people on earth: India's rural villagers. As of November 2006, Keggfarms was supplying chicks to about... View Details
Keywords: Animal-Based Agribusiness; For-Profit Firms; Social Entrepreneurship; Competition; Expansion; Agriculture and Agribusiness Industry; India
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Isenberg, Daniel J. "Keggfarms (India): Which Came First, the Kuroiler(TM) or the KEGG(TM)?" Harvard Business School Case 807-089, December 2006. (Revised August 2008.)
  • June 2017
  • Case

AT&T Versus Verizon: A Financial Comparison

By: V.G. Narayanan and Joel L. Heilprin
This case asks students to prepare a report comparing the financial and operating performance of AT&T and Verizon. Taking the perspective of a communications industry analyst, they must also consider the differences between and implications of the companies' business... View Details
Keywords: Financial Statements; Operations; Analysis; Business Model; Accounting; Performance Effectiveness; Telecommunications Industry
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Narayanan, V.G., and Joel L. Heilprin. "AT&T Versus Verizon: A Financial Comparison." Harvard Business School Brief Case 917-543, June 2017.
  • 2011
  • Other Unpublished Work

What Do Private Firms Look Like?

By: John Asker, Joan Farre-Mensa and Alexander Ljungqvist
Private firms in the U.S. are not subject to public reporting requirements, so relatively little is known about their characteristics and behavior—until now. This Data Appendix describes a new database on private U.S. firms, created by Sageworks Inc. in cooperation... View Details
Keywords: Data and Data Sets; Behavior; Public Sector; Corporate Disclosure; Private Sector; Financial Statements; United States
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Asker, John, Joan Farre-Mensa, and Alexander Ljungqvist. "What Do Private Firms Look Like?" 2011.
  • 2008
  • Working Paper

New Framework for Measuring and Managing Macrofinancial Risk and Financial Stability

By: Dale F. Gray, Robert C. Merton and Zvi Bodie
This paper proposes a new approach to improve the way central banks can analyze and manage the financial risks of a national economy. It is based on the modern theory and practice of contingent claims analysis (CCA), which is successfully used today at the level of... View Details
Keywords: Financial Crisis; Macroeconomics; Central Banking; Risk Management
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Gray, Dale F., Robert C. Merton, and Zvi Bodie. "New Framework for Measuring and Managing Macrofinancial Risk and Financial Stability." Harvard Business School Working Paper, No. 09-015, August 2008. (Revised.)
  • 2010
  • Chapter

Measuring and Managing Macrofinancial Risk and Financial Stability: A New Framework

By: Dale F. Gray, Robert C. Merton and Zvi Bodie
This paper proposes a new approach to improve the way central banks can analyze and manage the financial risks of a national economy. It is based on the modern theory and practice of contingent claims analysis (CCA), which is successfully used today at the level of... View Details
Keywords: Financial Statements; Economy; Financial Condition; Central Banking; Management Analysis, Tools, and Techniques; Management Practices and Processes; Risk Management; Measurement and Metrics; System Shocks
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Gray, Dale F., Robert C. Merton, and Zvi Bodie. "Measuring and Managing Macrofinancial Risk and Financial Stability: A New Framework." In Financial Stability, Monetary Policy, and Central Banking. Vol. 15, edited by Alfaro A. Rodrigo and Cifuentes S. Rodrigo., 2010.
  • 2019
  • Chapter

Monetary Policy—‘Whatever It Takes within Our (New?) Mandate’

By: Huw Pill
This paper discusses whether the UK's monetary policy framework needs to be reviewed in the light of experience during and in the aftermath of the global financial crisis. It concludes that, while the inflation targeting framework has generally proved robust, the Bank... View Details
Keywords: Monetary Policy; Money; Policy; United Kingdom
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Pill, Huw. "Monetary Policy—‘Whatever It Takes within Our (New?) Mandate’." Chap. 3 in Renewing our Monetary Vows: Open Letters to the Governor of the Bank of England, edited by Richard Barwell and Jagjit Chadha, 35–52. London: National Institute of Economic and Social Research (NIESR), 2019.
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