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  • All HBS Web  (9,843)
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  • November 2010
  • Teaching Note

Mellon Financial and The Bank of New York (TN)

By: Ryan D. Taliaferro and Carliss Y. Baldwin
Teaching Note for 208129. View Details
Keywords: Valuation; Business and Shareholder Relations; Mergers and Acquisitions; Banks and Banking; Equity; Business Earnings; Banking Industry; New York (state, US)
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Taliaferro, Ryan D., and Carliss Y. Baldwin. "Mellon Financial and The Bank of New York (TN)." Harvard Business School Teaching Note 211-054, November 2010.
  • 2010
  • Chapter

A Resource Belief-Curse: Oil and Individualism

By: Rafael Di Tella, Juan Dubra and Robert MacCulloch
We study the correlation between a belief concerning individualism and a measure of luck in the US during the period 1983-2004. The measure of beliefs is the answer to a question related to whether the poor should be helped by the government or if they should help... View Details
Keywords: History; Natural Environment; Non-Renewable Energy; Values and Beliefs; Price; Poverty; Policy; Economy; United States
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Di Tella, Rafael, Juan Dubra, and Robert MacCulloch. "A Resource Belief-Curse: Oil and Individualism." In The Natural Resources Trap: Private Investment without Public Commitment, edited by William Hogan and Federico Sturzenegger. Cambridge, MA: MIT Press, 2010.

    Frederic N. Schwartz

    Schwartz orchestrated Bristol-Myers' growth as a multinational health and beauty care provider ushering in ten consecutive years of market value appreciation. He oversaw the successful acquisition of Clairol and repaid the debt in less... View Details
    Keywords: Healthcare

      Joseph D. Brenner

      Brenner led AMP’s rapid growth as the world’s largest electrical device manufacturer while generating exceptional financial returns. Every year during his tenure, AMP was ranked as one of the Top 50 companies in terms of market value... View Details
      Keywords: Computers & Electronics

        H. Brewster Atwater, Jr.

        Despite a worldwide recession, Atwater led General Mills through 10 consecutive years of market value growth. He re-focused General Mills on its core products and services, and in so doing, enabled the company to profitably expand on a... View Details
        Keywords: Food & Tobacco
        • Portrait Project

        Kelly O’Neil

        I will find value in what the world discards. As a child, I dreaded taking out the compost. Walking all the way across the yard with a bucket of fresh smelly food for the compost heap was absolute torture. I couldn't believe that putrid... View Details
        • June 2024 (Revised February 2025)
        • Case

        Accounting for Loans at SoFi Technologies

        By: Joseph Pacelli and Michael Norris
        At the release of its first quarter earnings report on May 1, 2023, digital bank SoFi beat its earnings guidance by 25%. On May 2, Wedbush Securities analyst David Chiaverini issued a report downgrading the stock. A second downgrade followed from Chiaverini on May 15.... View Details
        Keywords: Accounting; Banks and Banking; Financing and Loans; Valuation; Stocks; Banking Industry; United States
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        Pacelli, Joseph, and Michael Norris. "Accounting for Loans at SoFi Technologies." Harvard Business School Case 124-057, June 2024. (Revised February 2025.)
        • May 2016 (Revised August 2019)
        • Teaching Note

        Project Deutschland: Unpeeling the Onion of a Distressed Real Estate Portfolio

        By: Nori Gerardo Lietz and Ricardo Andrade
        James Tallest analyzed the opportunity to invest in a distressed portfolio of high quality properties in Germany by acquiring one or more non-performing loans from Deutschland Bank. While he considers the many aspects of the deal that is about to unfold, he must decide... View Details
        Keywords: Real Estate; Distress Investing; Non-performing Loan; Borrowing and Debt; Capital Structure; Private Equity; Negotiation Deal; Valuation; Real Estate Industry; Financial Services Industry; Germany; Europe
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        Lietz, Nori Gerardo, and Ricardo Andrade. "Project Deutschland: Unpeeling the Onion of a Distressed Real Estate Portfolio." Harvard Business School Teaching Note 216-056, May 2016. (Revised August 2019.)
        • 2013
        • Working Paper

        FIN Around the World: The Contribution of Financing Activity to Profitability

        By: Russell Lundholm, George Serafeim and Gwen Yu
        We study how the availability of domestic credit influences the contribution that financing activities make to a firm's return on equity (ROE). Using a sample of 51,866 firms from 69 countries, we find that financing activities contribute more to a firm's ROE in... View Details
        Keywords: Domestic Credit; Return Of Equity; Corporate Performance; Financial Statement Analysis; Financial Statements; Valuation; Cost of Capital; Asset Pricing; Economic Growth
        Citation
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        Lundholm, Russell, George Serafeim, and Gwen Yu. "FIN Around the World: The Contribution of Financing Activity to Profitability." Harvard Business School Working Paper, No. 13-011, July 2012. (Revised March 2014.)
        • 2010
        • Other Unpublished Work

        Fashioning an Industry: Cognitive Processes and the Construction of Worth in the Institutionalization of a New Industry

        By: Mukti Khaire
        This inductive study of the high-end fashion industry in India explores how the worth of a new industry is constructed. Interviews with entrepreneurs and constituents of the field revealed that the worth of the industry was constructed through framing by early... View Details
        Keywords: Market Design; Framework; Entrepreneurship; Value; Cognition and Thinking; Industry Structures; Fashion Industry; India
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        Khaire, Mukti. "Fashioning an Industry: Cognitive Processes and the Construction of Worth in the Institutionalization of a New Industry." October 2010.
        • June 2010 (Revised December 2013)
        • Supplement

        Hang Lung Properties and the Chengdu Decision (B)

        By: John D. Macomber, Michael Shih-Ta Chen and Keith Chi-Ho Wong
        Second phase of auction for a prime retail development parcel in Chengdu, China. Competition forces the firm to revisit all of its land purchase criteria. Hang Lung Properties is known for rigorous due diligence, for discipline in buying property, and for good... View Details
        Keywords: Geographic Location; Auctions; Bids and Bidding; Infrastructure; Competitive Strategy; Valuation; Real Estate Industry; Chengdu
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        Macomber, John D., Michael Shih-Ta Chen, and Keith Chi-Ho Wong. "Hang Lung Properties and the Chengdu Decision (B)." Harvard Business School Supplement 210-092, June 2010. (Revised December 2013.)
        • July 2008 (Revised January 2013)
        • Teaching Note

        eHarmony (TN)

        By: Mikolaj Jan Piskorski and Hanna Halaburda
        Teaching Note for eHarmony [709424]. View Details
        Keywords: Business Model; Strategy; Valuation; Industry Structures; Competitive Advantage; Web Services Industry
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        Piskorski, Mikolaj Jan, and Hanna Halaburda. "eHarmony (TN)." Harvard Business School Teaching Note 709-446, July 2008. (Revised January 2013.)
        • March 2008
        • Supplement

        Carlyle Japan (B)

        By: David B. Godes, Masako Egawa and Mayuka Yamazaki
        This is a supplement to the (A) case. It shows that the networks that the firm had been investing in-- commercial banks--were becoming less and less valuable over time. Given this, Tamotsu Adachi must think about how to go about building a new set of networks. View Details
        Keywords: Private Equity; Commercial Banking; Investment; Networks; Value; Japan
        Citation
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        Godes, David B., Masako Egawa, and Mayuka Yamazaki. "Carlyle Japan (B)." Harvard Business School Supplement 508-093, March 2008.
        • August 2000 (Revised July 2002)
        • Case

        Sara's Options

        By: Peter Tufano, Brian J. Hall and Joshua Musher
        This case describes the pay packages offered to Sara Becker, a graduating MBA student, including detailed information about two stock option packages (one of which is an indexed option package). She gathers the information and attempts to compare those compensation... View Details
        Keywords: Stock Options; Compensation and Benefits; Recruitment; Information; Valuation
        Citation
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        Tufano, Peter, Brian J. Hall, and Joshua Musher. "Sara's Options." Harvard Business School Case 201-005, August 2000. (Revised July 2002.)
        • April 2000 (Revised July 2000)
        • Case

        Ameritrade Holding Corporation

        By: Lisa K. Meulbroek
        Some of the senior managers at Ameritrade, an Internet brokerage firm, are selling their holdings in the firm. Why are the managers selling, how will it affect shareholders, and what should the CEO do about it? The CEO is concerned that the market will interpret... View Details
        Keywords: Valuation; Internet and the Web; Stock Options; Risk Management; Financial Services Industry
        Citation
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        Meulbroek, Lisa K. "Ameritrade Holding Corporation." Harvard Business School Case 200-057, April 2000. (Revised July 2000.)
        • 19 Oct 2010
        • First Look

        First Look: October 19, 2010

        Working PapersValuation when Cash Flow Forecasts Are Biased Author:Richard S. Ruback Abstract This paper focuses adaptations to the discount cash flow (DCF) method when valuing forecasted cash flows that are biased measures of expected... View Details
        Keywords: Sean Silverthorne
        • 30 Mar 2015
        • Research & Ideas

        Managing the Family Business: Preparing to Sell

        are willing to face the challenges common to post-liquidity business families that can pose threats to unity of the family and the owners. Enterprising Families Build Value Through Liquidity Transitions The attitudes of enterprising... View Details
        Keywords: by Jonathan Pellegrin; Food & Beverage; Retail
        • Web

        Business Education & The Case Method | Baker Library | Bloomberg Center | Harvard Business School

        single industry. HBS continues to value the case method as an approach to teaching general management and leadership skills. Dean Wallace B. Donham, 1927. HBS Archives Photograph Collection (olvwork374328). Show caption Hide caption It... View Details
        • 01 Mar 2017
        • News

        Lego Stays on Script

        is the secret sauce behind this new franchise? Two alumni on different sides of the process sum it up the same way: be true to the brand’s core value of creative, open-ended play. Movie producer Dan Lin (MBA 1999) got the idea for making... View Details
        Keywords: Julia Hanna
        • 10 Feb 2022
        • Blog Post

        African American Student Union Spotlight on HBCUs

        Why did you choose to attend an HBCU? I come from a strong HBCU family. My grandmother, mother, and many other members of my family have attended HBCUs. I knew from an early age the value of an HBCU education as well as the importance... View Details
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