Financial Analysis - Publications - Faculty & Research - Harvard Business School

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April 2005
Article

The Geography of Equity Analysis

By: Christopher J. Malloy

I provide evidence that geographically proximate analysts are more accurate than other analysts. Stock returns immediately surrounding forecast revisions suggest that local analysts impact prices more than other analysts. These effects are strongest for firms located... View Details

Keywords: Geographic Location; Stocks; Investment Return; Forecasting and Prediction; Price; Performance; Equity; Information; Prejudice and Bias; Agency Theory

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2009
Book

Experiments in Financial Democracy: Corporate Governance and Financial Development in Brazil, 1882-1950

By: Aldo Musacchio

In Experiments in Financial Democracy, I challenge the idea that it was colonial institutions that sent Brazil, a civil law country, down a particular path of corporate governance and finance. Detailed archival research reveals significantly different patterns of... View Details

Keywords: Private Equity; Investment; Corporate Governance; Governing Rules, Regulations, and Reforms; Business History; Business and Shareholder Relations; Brazil

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July 1993 (Revised July 1994)
Background Note

Interim Period Reporting and Analysis

By: David F. Hawkins

Keywords: Financial Reporting

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September 2023
Module Note

Live Case Exercise for Financial Reporting

By: Tatiana Sandino and Marshal Herrmann

Harvard Business School employs the case method as a cornerstone of its pedagogy, providing students with opportunities to engage in discussions related to difficult or contentious decisions confronted by real-world organizations. In this “live case,” we depart from... View Details

Keywords: Financial Reporting; Research; Corporate Disclosure

September 2010
Supplement

Using Regression Analysis to Estimate Time Equations (CW)

By: Francisco de Asis Martinez-Jerez

This note presents a simple way to estimate time equations using regression analysis in Excel. The note quickly outlines regression analysis, then presents a real-life case example from the natural gas industry that students can use to gain experience developing and... View Details

Keywords: History; Management Practices and Processes; Activity Based Costing and Management; Learning; Outcome or Result; Financial Statements; Experience and Expertise; Adoption; Communication Technology; Knowledge Acquisition; Management Skills

December 2012
Case

Trouble Brewing for Green Mountain Coffee Roasters

By: Suraj Srinivasan and Michael Norris

In October 2011, noted hedge fund manager David Einhorn of Greenlight Capital delivered a presentation at an investors' conference analyzing the business and accounting quality weaknesses of Green Mountain Coffee Roasters. Until then Green Mountain had exhibited rapid... View Details

February 1993 (Revised December 1994)
Exercise

Corporate Financial Management: Options Exercises

By: Timothy A. Luehrman

This case presents four exercises designed to introduce students to applications of option pricing and decision-tree analysis to real corporate investment problems. Two of the four problems involve decision trees and two involve option pricing. Students should be... View Details

Keywords: Financial Management; Investment; Projects; Corporate Finance

Research Summary

Experiments in Financial Democracy: Corporate Governance and Financial Development in Brazil, 1882-1950 (BOOK)

In my first book manuscript, Experiments in Financial Democracy, I challenge the idea that it was colonial institutions that sent Brazil, a civil law country, down a particular path of corporate governance and finance. Detailed archival research reveals... View Details

July 1979
Article

Spectral Analysis of Stock Market Prices

By: Marc L Bertoneche

Keywords: Stocks; Markets; Price

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April 2010
Case

Jones Electrical Distribution

By: Thomas R. Piper and Jeffrey DeVolder

Jones Electrical Distribution is faced with a need for increased bank financing due to its rapid sales growth. Students must determine the reasons for the rising bank borrowing, estimate the amount of borrowing needed and assess the attractiveness of the loan to the... View Details

Keywords: Financial Analysis; Forecasting; Financing; Bank Loans; Growth Management; Cash Flow; Financing and Loans; Forecasting and Prediction; Distribution Industry

September 1997 (Revised February 2000)
Exercise

Exercises in Option Pricing and Real Option Analysis

By: Benjamin C. Esty

Contains five problems, one each on basic option pricing, abandonment value, the value of waiting to invest, contingent claims analysis (equity as a call option), and strategic decision making in an option framework. The goal is for students to recognize option value... View Details

Keywords: Stock Options; Price

22 Feb 2012
News

Disclosures Are Found to Change Financial Behavior

March 2013
Case

NovaStar Financial: A Short Seller's Battle

By: Suraj Srinivasan and Amy Kaser

The NovaStar case describes the challenges faced by short seller Marc Cohodes of hedge fund Rocker Partners as he tried to expose what he thought was widespread fraud in mortgage lender NovaStar Financial. The case is set in the time period from 2001 to 2007 and tracks... View Details

May 1991
Background Note

Interpretation and Analysis of Stockholders' Equity

By: David F. Hawkins

Keywords: Equity; Stocks

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December 2011
Teaching Note

Bergerac Systems: The Challenge of Backward Integration (Brief Case)

By: David A. Garvin and Sunru Yong

Teaching Note for Product # 4381 View Details

Keywords: Financial Analysis; Manufacturing Strategy; Strategy; Production; Analysis; Supply Chain Management; Vertical Integration; Finance

Web

Behavioral Finance & Financial Stability

In this paper, the authors try to size up the coming surge of financial distress, list the challenges it presents in the current environment, and analyze potential policy solutions. Overall, their analysis... View Details

December 2007
Article

Applying Modern Risk Management to Equity and Credit Analysis

By: Robert C. Merton

Traditional conventions of accounting and actuarial science distort the valuation of capital risk in corporations with pension plans because under these conventions, pension assets and liabilities are not included in balance sheet calculations. The modern risk... View Details

Keywords: Risk Management; Valuation; Financial Reporting; Decision Making; Credit; Financial Statements; Capital; Equity; Compensation and Benefits

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January 2009 (Revised June 2010)
Teaching Note

Lyons Document Storage Corporation: Bond Math (Brief Case)

By: William J. Bruns Jr.

Teaching Note to 3215 View Details

Keywords: Financial Accounting; Quantitative Analysis; Securities; Debt Securities; Cash Flow; Mathematical Methods; Accounting

September 2006 (Revised November 2007)
Case

Patrimonio Hoy: A Financial Perspective

By: Arthur I Segel, Michael Chu and Gustavo A. Herrero

Patrimonio Hoy, a program targeting the housing needs of low-income families launched by CEMEX, a major Mexican corporation and a leading global cement company, has gone from a market research project to a highly visible initiative in 22 cities and has earned public... View Details

Keywords: Diversification; Housing; Income; Corporate Social Responsibility and Impact; Emerging Markets; Finance; Mexico

April 2013 (Revised March 2014)
Case

Value Partners and the Evergrande Situation

By: Paul Healy and Keith Chi-ho Wong

In June 2012, Cheah Cheng-Hye and his colleagues at Value Partners, a Hong-Kong-based investment firm, received a copy of a short-seller report alleging that Evergrande, one of China's largest property developers, was using fraudulent accounting and paying bribes to... View Details

Keywords: Financial Analysis; Value Investing; China; Asset Management; Crime and Corruption; Financial Services Industry; China

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