Publications

May 1999 (Revised July 2000)
Teaching Note

Reading Rehabilitation Hospital: Implementing Patient-Focused Care TN

By: Jody H. Gittell and Sandra J. Sucher

Teaching Note for (9-898-172). A rewritten version of an earlier teaching note. View Details

Keywords: Health; Health Care and Treatment; Medical Specialties; Health Testing and Trials; Valuation; Service Operations; Balance and Stability; Production; Demand and Consumers; Risk and Uncertainty; Technology; Health Industry

26 Jun 2018
First Look

New Research and Ideas, June 26, 2018

valuation of volatile stocks, which we contend measures the economy’s risk appetite. Our novel proxy for risk appetite explains 41% of the variation in the one-year real rate since 1970, while the valuation... View Details

Keywords: Dina Gerdeman

23 Oct 2018
First Look

New Research and Ideas, October 23, 2018

Serafeim, George Abstract—Combining corporate sustainability performance scores based on environmental, social, and governance (ESG) data with big data measuring public sentiment about a company’s sustainability performance, I find that the View Details

Keywords: Dina Gerdeman

September 2017
Case

Blackstone's Julia Kahr at the Summit

By: Paul A. Gompers, John D. Dionne and Amram Migdal

In 2009, Blackstone, the New York-based alternative asset and financial services firm, committed to invest up to $750 million into Summit Materials, a new company in the aggregates sector (i.e., construction materials, such as crushed stone, sand, gravel, cement,... View Details

May 1997
Case

Donna Karan International Inc.

By: Krishna G. Palepu and Sarayu Srinivasan

Designer Donna Karan takes her firm public. After eager anticipation from Wall Street, the stock loses 60% of its value. This case addresses the questions: Is Karan's company ready to undertake responsibilities of being public? Is the company's strategy sustainable?... View Details

Keywords: Public Equity; Stock Shares; Financial Strategy; Corporate Accountability; Corporate Social Responsibility and Impact; Outcome or Result; Going Public; Business Strategy; Valuation; Fashion Industry

Find at Harvard

December 2012 (Revised November 2014)
Case

W.R. Grace & Co.: Dealing with Asbestos Torts

By: Stuart C. Gilson and Sarah L. Abbott

A manufacturer of building products and specialty chemicals, W. R. Grace & Co. filed for Chapter 11 bankruptcy in 2001 in response to a flood of lawsuits alleging that its products contained asbestos, and had caused hundreds of thousands of people to contract... View Details

Keywords: Bankruptcy Reorganization; Business Failures; Environmental Regulations; Class Action Lawsuits; Natural Environment; Valuation; Health Disorders; Capital Structure; Restructuring; Lawsuits and Litigation; Chemicals; Crisis Management; Insolvency and Bankruptcy; Legal Liability; Construction Industry; Chemical Industry; United States

19 Apr 2011
First Look

First Look: April 19

diligence about the company, his post-purchase plans, his valuation analysis, and the structure of the potential transaction. Purchase this case:http://cb.hbsp.harvard.edu/cb/product/211085-PDF-ENG Next Street, LLC Richard S. Ruback and... View Details

Keywords: Sean Silverthorne

January 2011
Case

The Risk-Reward Framework at Morgan Stanley Research

By: Suraj Srinivasan and David Lane

The case describes the Risk-Reward framework that Morgan Stanley analysts use as a systematic approach to communicate a broader range of fundamental insights about a company rather than the traditional single point estimates. The goal of the framework is to focus the... View Details

Keywords: Financial Statements; Forecasting and Prediction; Equity; Framework; Management Analysis, Tools, and Techniques; Risk Management; Business Processes; Research; Valuation

07 May 2013
First Look

First Look: May 7

Investindustrial's team had the following exit alternatives: 1) a trade sale to an automotive buyer; 2) a secondary buyout, partial or complete, by a financial investor; 3) a relisting in Hong Kong. Each option had its pros and cons, but all required a careful View Details

Keywords: Carmen Nobel

08 Apr 2008
First Look

First Look: April 8, 2008

describes how they assessed their valuations and probabilistic views, and leaves them with a key decision. The (B) case describes their choice as well as the twists and turns leading to the conclusion. Purchase this case:... View Details

Keywords: Martha Lagace

January 2017 (Revised August 2017)
Case

Earl Gordon - Eastern Circle

By: Steven Rogers and Greg White

This case follows an African-American entrepreneur through the process of sourcing a potential acquisition, valuing a company, and securing the funding to purchase the company. This entrepreneur must decide if he should close the deal and which financing term sheet to... View Details

21 Aug 2018
First Look

New Research and Ideas, August 21, 2018

and how marketing actions influence changes in it. Methods for brand valuation can be discussed and issues related to branding in contemporary times, such as authenticity, legitimacy, authorship, craftsmanship, and storytelling can be... View Details

Keywords: Dina Gerdeman

20 Aug 2007
Research & Ideas

HBS Cases: Using Investor Relations Proactively

Following competitors allows you to position yourself against them. Observing analyst valuations and forecasts raises red flags internally when the market has different views on your company's performance and strategies; this allows you... View Details

Keywords: by Martha Lagace; Energy; Utilities

17 Jun 2008
First Look

First Look: June 17, 2008

NBG’s offer, they can evaluate given valuations of the bank and analyze why the proposed deal is structured so the Özyeğin retains a stake and buys back the non-Turkish operations. Students can also consider the offer from the perspective... View Details

Keywords: Martha Lagace

March 1992 (Revised November 1992)
Case

Lockheed Aeromod Center, Inc.

By: Timothy A. Luehrman

A wholly-owned subsidiary of Lockheed Corp. has an $11 million expansion underway in South Carolina. The company must decide how best to take advantage of the opportunity to issue tax exempt debt. Specifically, the decision involves choices about the maturity and... View Details

Keywords: Business Subsidiaries; Decisions; Borrowing and Debt; Financial Strategy; Taxation; Opportunities; Expansion; Valuation; South Carolina

03 Jul 2018
First Look

New Research and Ideas, July 3, 2018

valuation of its contracts. Purchase this case:https://hbsp.harvard.edu/product/118034-PDF-ENG Harvard Business School Case 118-062 Fair Value Accounting Controversy at Noble Group (B) Following a series of reports by Iceberg Research... View Details

Keywords: Dina Gerdeman

January 2009
Supplement

The Tip of the Iceberg: JP Morgan Chase and Bear Stearns (B1)

By: Clayton S. Rose, Daniel Baird Bergstresser and David Lane

Bear Stearns & Co burned through nearly all of its $18 billion in cash reserves during the week of March 10, 2008, and an unprecedented provision of liquidity support from the Federal Reserve on Friday March 13 was insufficient to reverse the decline in Bear's... View Details

Keywords: Economic Slowdown and Stagnation; Capital; Financial Liquidity; Banks and Banking; Governance; Crisis Management; Failure; Business and Stakeholder Relations; Balance and Stability; Valuation; New York (state, US)