Publications

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02 Jul 2018
Blog Post

Pursuing A Passion in Health Care

and eventually drafting up the business case (where I get to apply my net present value and weighted average cost of capital skills from first-year finance classes!). I’ve... View Details

Keywords: Health Care

September 2014 (Revised June 2016)
Case

Whole Foods: The Path to 1,000 Stores

By: David F. Drake, Ryan W. Buell, Melissa Barton, Taylor Jones, Katrina Keverian and Jeffrey Stock

The case examines the operations strategy of Whole Foods, one of the largest natural grocery chains in the United States. In late 2013, Whole Foods was expanding rapidly, with a publicly-stated goal of growing from 351 to 1,000 domestic stores by 2022. It was also... View Details

Keywords: Human Capital; Food; Expansion; Market Entry and Exit; Operations; Strategy; Retail Industry; Food and Beverage Industry; United States

October 2023 (Revised April 2024)
Case

Accounting Red Flags or Red Herrings at Catalent? (A)

By: Joseph Pacelli, ZeSean Ali and Tom Quinn

Fund manager Janet Curie asked for a recommendation about the pharmaceutical company Catalent. The company seemed like a solid investment. However, a pair of research reports issued over the previous two months complicated this narrative. GlassHouse Research, a short... View Details

19 Sep 2017
First Look

First Look at New Research and Ideas, September 19

Capital Regulation By: Greenwood, Robin, Samuel Gregory Hanson, Jeremy C. Stein, and Adi Sunderam Abstract—We propose three core principles that should inform the design of bank View Details

Keywords: Sean Silverthorne

24 Mar 2015
First Look

First Look: March 24

deposits from one intermediary to another. Regulatory policies, including deposit insurance, minimum capital requirements, and restrictions on the assets held by depository institutions can increase the ex ante welfare View Details

Keywords: Sean Silverthorne

05 Oct 2016
Research & Ideas

Why Don't More People Get Flu Shots at Work?

With a yearly price tag of roughly $87 billion in lost productivity and adverse health consequences, the flu is nothing to sneeze at. It’s no surprise that workplace flu vaccination clinics have gained popularity as employers try to keep... View Details

Keywords: by Roberta Holland; Health

December 2013 (Revised August 2015)
Case

Viva Macau (A)

By: Dante Roscini and G. A. Donovan

A fast-growing Macau-based airline backed by private US investors faces a dramatic expropriation in the wake of the first change of head of government since the former Portuguese colony became a Special Administrative Region of China. The case allows students to... View Details

Keywords: Risk Management; Air Transportation; Ownership; Foreign Direct Investment; Government and Politics; Emerging Markets; Venture Capital; China; Macau

March 2024
Case

Funderbeam: Teaming Up or Going Alone?

By: Paul A. Gompers, Elena Corsi and Orna Dan

Funderbeam, a global platform founded in Estonia to enable start-ups to run private syndications and secondaries while offering liquidity for private equity investors, was at a crossroads. Over its ten-year run, the company had expanded its services and areas of... View Details

Keywords: Decision Making; Business Exit or Shutdown; Transition; Leading Change; Business or Company Management; Organizational Change and Adaptation; Law; Mergers and Acquisitions; Financing and Loans; Cross-Cultural and Cross-Border Issues; Ownership Stake; Expansion; Business Startups; Venture Capital; Financial Services Industry; Estonia; Republic of Ireland; United Kingdom; Singapore

Career Coach

Erika Osterling

services across different businesses and geographies, leading to a global P&L role. In her most recent role as Executive Director at Russell Reynolds, she advised CEO, C-Suite leaders and board of directors View Details

Keywords: Energy; Oil & Gas; Energy; Private Equity; Financial Services (All); Manufacturing

06 Mar 2012
First Look

First Look: March 6

residential real estate and away from more productive investments. Third, the cost of professional investment management is too high, which drains talent from other industries. The financial sector could... View Details

Keywords: Sean Silverthorne

November 2005 (Revised October 2012)
Case

The MCI Takeover Battle: Verizon versus Qwest

By: Malcolm P. Baker and James Quinn

MCI's board of directors is considering competing bids from Verizon and Qwest. Qwest, a smaller company with a weaker balance sheet, is offering almost a billion dollars more. But Verizon, one of the largest telecommunications companies in the world, has a history of... View Details

Keywords: Mergers and Acquisitions; Decision Choices and Conditions; Capital Markets; Financial Strategy; Governing and Advisory Boards; Valuation; Telecommunications Industry; United States

January 2018 (Revised June 2018)
Case

Medtronic: Navigating a Shifting Healthcare Landscape

By: Robert S. Kaplan, Michael E. Porter, Thomas W. Feeley and Alee Hernandez

Medtronic is adapting its strategy to changes in healthcare competition and payments. It has decided to develop new relationships with payers, hospitals, and physicians to become more accountable for patient outcomes and total costs. The case describes new forms of... View Details

Keywords: Value Based Health Care; Bundled Payments; Health Care and Treatment; Cost Management; Value Creation; Supply Chain Management; Customer Value and Value Chain; Health Industry; Medical Devices and Supplies Industry; United States; Netherlands

21 Mar 2017
First Look

First Look at New Research, March 21

largely emphasizes the collective benefits of market creation and overlooks the costs borne by individual evangelists. Through an inductive multiple-case study of five startup... View Details

Keywords: Sean Silverthorne

March 1993 (Revised July 2008)
Case

Liability Management at General Motors

By: Peter Tufano

An analyst at General Motors charged with managing the structure of the automaker's debt must decide whether and how to modify the interest rate exposure of the firm's most recent debt offering. The analyst must take into consideration GM's liability management policy... View Details

Keywords: Borrowing and Debt; Capital Structure; Financial Management; Interest Rates; Risk Management; Auto Industry; North America