Publications

October 2008
Case

TripIt: The Traveler's Agent

By: Lynda M. Applegate, Gabriele Piccoli and Kathryn Brohman

In July 2008, the co-founders of TripIt, a free online travel organizer that aggregated travelers' bookings from many top travel websites, had recently secured $5.1 million in new financing. While the co-founders believed that their company offered travelers a unique... View Details

Keywords: Entrepreneurship; Investment; Profit; Revenue; Growth and Development Strategy; Competition; Internet; Travel Industry

May 2008
Teaching Note

Warburg Pincus and emgs: The IPO Decision (TN) (A) and (B)

By: G. Felda Hardymon, Josh Lerner and Ann Leamon

Teaching Note for [807092] and [808046]. View Details

Keywords: Initial Public Offering; Decision Making; Investment Banking; Financial Services Industry

April 2004 (Revised April 2011)
Case

Enron Corporation: May 6, 2001 Sell Recommendation

By: David F. Hawkins and Jacob Cohen

A consulting firm to institutional investors recommends selling Enron Corp.'s equity short on May 6, 2001, while many sellside analysts are recommending the stock as a "buy." View Details

Keywords: Judgments; Financial Reporting; Investment; Competency and Skills; Financial Statements; Consulting Industry

2001
Book

Appendix to 'Strategic Asset Allocation: Portfolio Choice for Long-Term Investors'

By: Luis M. Viceira and John Y. Campbell

Keywords: Strategy; Resource Allocation; Assets; Decision Choices and Conditions; Investment

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Web

Devon Sanford Archives | Social Enterprise

Filter Results: (1) Submit Author Types Alumni HBS Staff SE Practitioners SEI Faculty SEI Team Students Topics Alumni for Impact Alumni Programs Arts Business for Social Impact Business School Executive Education Faculty Research Future of Work HBS Students Impact... View Details

January 1995 (Revised June 1995)
Case

Note on Yield Conventions

By: Andre F. Perold and Wai Lee

Describes the principal conventions used to report yields on debt instruments. View Details

Keywords: Investment Return; Capital Markets; Asset Management; Reports; Conferences; Governing and Advisory Boards

January 2008
Background Note

Equity Options

By: Joshua Coval and Erik Stafford

The goal of this simulation is to understand the reliance of option values on volatility. When an investor trades an option, they are essentially trading volatility. Therefore, much of the focus in this lesson is on forecasting volatility. Students are able to use two... View Details

Keywords: Volatility; Forecasting and Prediction; Stock Options; Investment Return; Price; Market Transactions; Mathematical Methods; Value

September 2007 (Revised November 2008)
Case

Sinopec: Refining its Strategy

By: Richard H.K. Vietor and Julia Galef

China's oil industry, with majority ownership vested in the government, had engaged in an "equity oil" strategy for the past few years-acquiring equity interests in oil producing nations including Sudan, Angola, and Iran. Outside critics, however, suggested that the... View Details

Keywords: Non-Renewable Energy; Equity; Foreign Direct Investment; Growth and Development Strategy; Demand and Consumers; State Ownership; Energy Industry; China

June 2005
Article

Currency Returns, Intrinsic Value, and Institutional Investor Flows

By: K. A. Froot and T. Ramadorai

Keywords: Currencies; Exchange Rates; Purchasing Power Parity; Real Exchange Rate; Forecasting and Prediction; Behavioral Finance; Investment Return; Market Transactions; Performance Expectations; Personal Characteristics; Asset Pricing; Financial Services Industry

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Web

Lehman Brothers Archives | Baker Library | Bloomberg Center | Harvard Business School

Introduction 1840s – 1880s General Merchants to Commodities Brokers 1880s – 1920s Investment Banking & Securities Underwriting 1920s – 1960s Investing in Emerging Industries 1850–1968 Lehman Brothers Family... View Details

May 2012
Article

Complicated Firms

By: Lauren Cohen and Dong Lou

We exploit a novel setting in which the same piece of information affects two sets of firms: one set of firms requires straightforward processing to update prices, while the other set requires more complicated analyses to incorporate the same piece of information into... View Details

Keywords: Investment Portfolio; Information; Price; Forecasting and Prediction; Complexity; Mathematical Methods

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November 2002 (Revised May 2003)
Case

Epicentric

By: William A. Sahlman

Describes a set of decisions confronting the management of a software company that sells portal management tools to large companies. Management must raise additional funds under difficult circumstances. View Details

Keywords: Finance; Investment Funds; Business or Company Management; Product Marketing; Problems and Challenges; Sales; Information Technology Industry