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  • All HBS Web  (2,950)
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  • 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.)
  • February 2023
  • Teaching Note

Bear to Bull? An Analyst’s Journey with Netflix

By: Aiyesha Dey and Joseph Pacelli
Teaching Note for HBS Case No. 123-001. Wedbush Securities analyst Michael Pachter said “hell freezing over” was more likely than him upgrading the “sell” rating he had maintained on movie and television streaming giant Netflix since 2011, despite meteoric subscriber... View Details
Keywords: Equity; Analysis; Stock Shares
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Dey, Aiyesha, and Joseph Pacelli. "Bear to Bull? An Analyst’s Journey with Netflix." Harvard Business School Teaching Note 123-072, February 2023.
  • 13 Oct 2020
  • News

Can Entrepreneurs Make Mobile Voting Easy and Secure?

  • 29 Jun 2018
  • News

What the World’s Best Restaurant Knows About Keeping Its Creative Edge

  • June 2013
  • Teaching Plan

Fairstar Heavy Transport

By: Guhan Subramanian and Charlotte Krontiris
This case traces the efforts of Fairstar Heavy Transport, a heavy marine transportation company, to secure a contract associated with the development of the Greater Gorgon gas fields off the coast of Australia. It examines Fairstar's approach to a highly regimented... View Details
Keywords: Fairstar; Gorgon; Bidding; Bids and Bidding; Energy Sources; Shipping Industry; Australia
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Subramanian, Guhan, and Charlotte Krontiris. "Fairstar Heavy Transport ." Harvard Business School Teaching Plan 913-045, June 2013.
  • July 2014
  • Case

Paramount Equipment, Inc.

By: Carliss Y. Baldwin and Wei Wang
Paramount Equipment, Inc., based in Fort Wayne, Indiana, is a large manufacturer of cranes and compact construction equipment, aerial work platforms, and food service equipment. Founded in 1987, Paramount now had manufacturing operations in 24 countries. However, it... View Details
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Baldwin, Carliss Y., and Wei Wang. "Paramount Equipment, Inc." Harvard Business School Brief Case 914-557, July 2014.

    Louis E. Caldera

    Louis Caldera is a Senior Lecturer of Business Administration at Harvard Business School. He teaches Leadership and Corporate Accountability, a required first-year course in the MBA program. He has previously taught law school courses on corporate... View Details

    • Article

    The Economics of Structured Finance

    By: Joshua D. Coval, Jakub W. Jurek and Erik Stafford
    This paper investigates the spectacular rise and fall of structured finance. The essence of structured finance activities is the pooling of economic assets like loans, bonds, and mortgages, and the subsequent issuance of a prioritized capital structure of claims, known... View Details
    Keywords: Financial Crisis; Asset Management; Debt Securities; Investment; Risk Management; Behavior
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    Coval, Joshua D., Jakub W. Jurek, and Erik Stafford. "The Economics of Structured Finance." Journal of Economic Perspectives 23, no. 1 (Winter 2009): 3–25.
    • Web

    Alumni

    Steps for Making Progress in Your Career—on how to make sure your next career move is the right one Forward Thinking The Race for National Security Launches into Orbit More Stories Search the Alumni Directory Be found. Update your profile... View Details
    • February 2021 (Revised June 2021)
    • Case

    Brainlab: Imaging a MedTech Future

    By: Regina E. Herzlinger, Gregory P. Licholai and Federica Gabrieli
    Can Brainlab, a privately held firm, compete with giants like Medtronic and Amazon in delivering the Digital Operating Room of the future? The CEO is pondering solutions for secure exchange of medical information, pricing a new robotic imaging device, and reorganizing... View Details
    Keywords: Surgery; Robotics; Health Care; Private Healthcare; Pricing; Technology Platform; Acquisition; Business Growth and Maturation; Growth and Development Strategy; Business Strategy; Corporate Strategy; Corporate Entrepreneurship; Health Care and Treatment; Health; Innovation and Invention; Innovation and Management; Innovation Strategy; Technological Innovation; Applications and Software; Information Infrastructure; Information Technology; Digital Platforms; Health Industry; Europe; Germany; Munich
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    Herzlinger, Regina E., Gregory P. Licholai, and Federica Gabrieli. "Brainlab: Imaging a MedTech Future." Harvard Business School Case 321-087, February 2021. (Revised June 2021.)
    • 01 Feb 2016
    • News

    Is America Great?

    • April 2003 (Revised December 2003)
    • Background Note

    Winning the Influence Game: Corporate Diplomacy and Business Strategy

    Provides a framework for influencing key outside players--businesses, governments, and NGOs--in support of business strategy. This could mean negotiating contracts with major customers and suppliers, concluding acquisitions and alliances, and securing financing from... View Details
    Keywords: Negotiation; Business Strategy; Power and Influence
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    Watkins, Michael D. "Winning the Influence Game: Corporate Diplomacy and Business Strategy." Harvard Business School Background Note 903-096, April 2003. (Revised December 2003.)
    • 26 Jan 2022
    • News

    To Succeed With Purpose, Make it Personal

    • October 2024
    • Case

    NextGen CDR Facility: From Davos to Details

    By: Peter Tufano, Emily A. Chien and Karina Val
    Next Gen CDR is a startup that pools corporate commitments to purchase Tech CDR, which promises to permanently remove and store carbon from the atmosphere to combat climate change. A partnership between South Pole and Mitsubishi Corp., Next Gen has secured initial... View Details
    Keywords: Climate Change; Partners and Partnerships; Corporate Governance; Investment; Agreements and Arrangements
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    Tufano, Peter, Emily A. Chien, and Karina Val. "NextGen CDR Facility: From Davos to Details." Harvard Business School Case 325-056, October 2024.
    • September 1999 (Revised February 2000)
    • Case

    Microsoft's Financial Reporting Strategy

    Explores Microsoft's overall financial reporting strategy by examining the company's treatment of two accounting issues--software capitalization and revenue recognition. For both issues, the company selects accounting methods that are relatively conservative. Also... View Details
    Keywords: Financial Reporting; Information Technology Industry
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    Matsumoto, Dawn, and Robert Bowen. "Microsoft's Financial Reporting Strategy." Harvard Business School Case 100-027, September 1999. (Revised February 2000.)
    • August 2020
    • Case

    Gerald Chertavian

    By: Leslie Perlow and Matthew Preble
    Gerald Chertavian (HBS 1992) finds himself at a personal crossroads. It is 1999--the height of the dot com-bubble--and Chertavian and his business partners have just sold their Internet-based business for $83 million. His share of the sale’s proceeds means that he has... View Details
    Keywords: Social Enterprise; Personal Development and Career; Decision Choices and Conditions
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    Perlow, Leslie, and Matthew Preble. "Gerald Chertavian." Harvard Business School Case 421-030, August 2020.
    • April 2019 (Revised June 2019)
    • Case

    Voatz

    By: Mitchell Weiss and Maddy Halyard
    Nimit Sawhney scrolled through the tweet stream on his phone, unsure of what to make of it on August 6, 2018 or how to respond. Voatz, the Boston-based startup he co-founded and led, provided a mobile-voting platform. In March of 2018, had successfully piloted the new... View Details
    Keywords: Mobile App; Business Startups; Voting; Mobile and Wireless Technology; Safety; Cybersecurity
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    Weiss, Mitchell, and Maddy Halyard. "Voatz." Harvard Business School Case 819-123, April 2019. (Revised June 2019.)
    • Program

    Competing in the Age of AI—Virtual

    technology operations, marketing, supply chain and operations, talent management, and more, who want to move toward an AI-first digital business and operating model Government officials engaged in developing strategy and policy to address AI, its privacy and View Details
    • January 2002
    • Case

    Price-Fixing Vignettes

    By: Guhan Subramanian and Michelle Kalka
    This case escribes the antitrust prosecutions in the United States and abroad of the international bulk vitamins cartel. Both the civil and criminal fines were historically high, and it was the first time the United States prosecuted foreign nationals for U.S. criminal... View Details
    Keywords: Price; Lawsuits and Litigation; Governance Compliance; Auctions; Laws and Statutes; Monopoly; Globalized Markets and Industries; Retail Industry; Health Industry; United States
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    Subramanian, Guhan, and Michelle Kalka. "Price-Fixing Vignettes." Harvard Business School Case 902-068, January 2002.
    • February 2022 (Revised May 2022)
    • Case

    Jaypee Infratech and the Indian Bankruptcy Code

    By: Kristin Mugford, William Vrattos and Radhika Kak
    In 2016, India passed a new bankruptcy law (IBC) to counter a brewing bank crisis and increased corporate distress. Homebuilder Jaypee Infratech, one of India largest distressed companies (the “dirty dozen”) began restructuring under the IBC in 2017. Two years later,... View Details
    Keywords: Restructuring; Decisions; Judgments; Voting; Developing Countries and Economies; Financial Crisis; Public Sector; Asset Pricing; Borrowing and Debt; Corporate Finance; Credit; Insolvency and Bankruptcy; Debt Securities; Bonds; Investment Return; Price; Government Legislation; Laws and Statutes; Bids and Bidding; Business and Stakeholder Relations; Risk and Uncertainty; Valuation; Real Estate Industry; India; Delhi
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    Mugford, Kristin, William Vrattos, and Radhika Kak. "Jaypee Infratech and the Indian Bankruptcy Code." Harvard Business School Case 222-071, February 2022. (Revised May 2022.)
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