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November 2001 (Revised December 2003)
Case

Whirlpool Europe

By: Richard S. Ruback, Sudhakar Balachandran and Aldo Sesia

This case presents a capital budgeting problem. Whirlpool Europe is evaluating an investment in an enterprise resource planning (ERP) system that would reorganize the information flow throughout the company. Students derive the cash flows from working capital, sales,... View Details

Keywords: Working Capital; Cash Flow; Investment; Capital Budgeting; Consumer Products Industry; Europe

2024
Working Paper

Antitrust Platform Regulation and Entrepreneurship: Evidence from China

By: Ke Rong, D. Daniel Sokol, Di Zhou and Feng Zhu

Many jurisdictions have launched antitrust enforcement and brought in regulation of large tech platforms. The swift and strict implementation of China’s Anti-Monopoly Guidelines for the Platform Economy (Platform Guidelines) provides a quasi-natural experiment... View Details

Keywords: Governing Rules, Regulations, and Reforms; Competition; Venture Capital; Market Entry and Exit; Supply and Industry; China

20 Oct 2011
Research & Ideas

Getting the Marketing Mix Right

Businesses rely on solid marketing strategies to boost sales—yet the tools used to evaluate these strategies often provide misleading results, leaving managers with the inability to accurately measure how they can get the best bang for... View Details

Keywords: by Dina Gerdeman

August 2004 (Revised April 2007)
Case

Intel Capital, 2005 (A)

By: David B. Yoffie, Barbara Mack, Adriana Boden and Lee Rand

All companies in a technology-intensive industry must worry about the development of their ecosystems and, in particular, the availability and cost of complementary assets. One strategy for promoting complements is to invest in them directly. Explores Intel's strategy... View Details

Keywords: Information Technology; Venture Capital; Competition; Corporate Strategy; Investment; Assets; Corporate Finance; Semiconductor Industry; Computer Industry; Technology Industry; United States

February 2006 (Revised September 2006)
Case

Tad O'Malley: June 2005

By: G. Felda Hardymon, Josh Lerner and Ann Leamon

Tad O'Malley, a new associate at Empire Investment Group, a top-tier leveraged buyout firm, must evaluate three different deals and recommend which should receive additional resources for further investigation. He must consider the specifics of each company and each... View Details

Keywords: Negotiation Deal; Resource Allocation; Private Equity; Projects; Management Analysis, Tools, and Techniques; Performance Evaluation; Leveraged Buyouts

January 1989 (Revised September 1995)
Case

MSDI-Alcala de Henares, Spain

By: Timothy A. Luehrman

Merck & Co., Inc. is evaluating a proposed cost-saving investment by its Spanish subsidiary. The case introduces techniques of discounted cash flow valuation analysis in a multicurrency setting. Can be used to teach basic international parity conditions as they relate... View Details

Keywords: Business Subsidiaries; Cash Flow; Cost Management; Currency; Investment; Management Analysis, Tools, and Techniques; Valuation; Spain

October 2016 (Revised February 2019)
Module Note

Strategy Execution Module 5: Building a Profit Plan

By: Robert Simons

This module reading describes how to build a profit plan to reflect the strategy of a business in economic terms. After introducing the profit wheel, cash wheel, and ROE wheel, the module illustrates how to use a profit plan to assess the viability of different... View Details

Keywords: Management Control Systems; Implementing Strategy; Execution; Profit Planning; Cash Flow Analysis; Asset Utilization; Return On Equity; Business Planning; Testing Strategy; Analyzing Strategic Alternative; Strategy; Asset Management; Cash Flow; Investment Return; Management Systems; Profit

May 2020 (Revised October 2021)
Case

Valuing Peloton

By: E. Scott Mayfield

Peloton Interactive, a well-known venture-capital-backed unicorn in the connected fitness space, recently had gone public with a market capitalization of over $8.0 billion. However, in the weeks following its public debut, Peloton’s stock price had fallen by over 25%.... View Details

Keywords: Business Model; Public Equity; Initial Public Offering; Disruptive Innovation; Business Strategy; Valuation; Entertainment and Recreation Industry; United States

March 2009
Article

Loyalty-Based Portfolio Choice

By: Lauren Cohen

I evaluate the effect of loyalty on individuals' portfolio choice using a unique dataset of retirement contributions. I exploit the statutory difference that in 401(k) plans stand alone employees can invest directly in their division, while conglomerate employees must... View Details

Keywords: Investment; Retirement; Decisions; Employees; Performance Evaluation; Business Conglomerates; Compensation and Benefits

Find at Harvard

2010
Simulation

Finance Simulation: Capital Budgeting: Product No. 3357.

By: Timothy A. Luehrman

In this single-player simulation, students act as members of the Capital Committee of New Heritage Doll Company, tasked with selecting and allocating capital across the company's three divisions. Students evaluate a diverse set of competing investment proposals and... View Details

Keywords: Resource Allocation; Investment; Projects; Capital Budgeting; Corporate Finance

January 1990 (Revised February 1990)
Case

MSA: The Software Company--Planning the AMAPs Product Line

By: Robert J. Dolan

MSA has commissioned a major market research study to assess demand potential for a computer software system designed for aerospace and defense contractors. Students must evaluate the results of the study (including a conjoint analysis) to assess whether MSA should... View Details

Keywords: Product; Marketing; Mathematical Methods; Software

April 2015 (Revised December 2015)
Case

Resuscitating Monitter

By: Benjamin Edelman and Wei Sun

After a Twitter API change and policy change block his fledgling startup, solo entrepreneur Alex Holt evaluates his options. Should he double-down with a major investment in new servers, rewriting his app from scratch, and charging users for a service that he had... View Details

Keywords: Platform Strategy; Envelopment; Dependence; Social Media; Business Strategy; Vertical Integration; Information Technology; Digital Platforms; Advertising Industry; Information Technology Industry; Australia

2004
Working Paper

Judging Fund Managers by the Company They Keep

By: Randolph Cohen, Joshua Coval and Luboš Pástor

We develop a performance evaluation approach in which a fund manager's skill is judged by the extent to which his investment decisions resemble the decisions of managers with distinguished performance records. The proposed performance measures are estimated more... View Details

Keywords: Measurement and Metrics; Performance Evaluation; Investment Funds; Investment

2002
Case

Wal-Mart Stores, Inc.

By: Vijay Govindarajan and Julie Lang

Sam Walton, founder of Wal-Mart in 1962, had the vision for his store to sell low cost, branded products. By setting up its own distribution system and truck fleet, and evaluating retail stores as separate investment centers, Wal-Mart's control systems helped to build... View Details

Keywords: Competitive Advantage; Retail Industry; United States

October 1995 (Revised July 2009)
Case

Beechwood Spouts (A)

By: William A. Sahlman and Andrew S. Janower

Charles Barker must decide whether to become an outside investor in a private round of financing for an early stage, high-growth-potential venture producing plastic pouring spouts for orange juice cartons. Barker must evaluate the opportunity, content, and deal to... View Details

Keywords: Business Startups; Venture Capital; Financing and Loans; Investment

03 May 2024
Research & Ideas

How Much Does Proximity Influence Startup Innovation? 20 Meters' Worth to Be Exact

in raising investment capital. Magic happens within 20 meters Startups within 20 meters of each other influence each other the most in the choice and implementation of web technologies. According to the study, working within that short... View Details

Keywords: by Ben Rand

November 2012 (Revised November 2013)
Case

Generator Hostels: The Way Out

By: Nicolas P. Retsinas and Lisa Strope

Josh Wyatt, Director of Patron Capital Partners, needs to make an exit decision for a successful investment in Generator Hostels. After five years of explosive growth and in the middle of a financial crisis, Wyatt needs to evaluate Patron's alternatives: IPO the... View Details

Keywords: Hotel; Real Estate; Finance; Property; Accommodations Industry; European Union

June 2021
Case

Modern Endowment Management: Paula Volent and the Bowdoin Endowment

By: Luis M. Viceira, Emily R. McComb and Dean Xu

This case examines modern endowment investment management through the lens of a leadership transition between Chief Investment Officers (CIOs). In March 2021, Paula Volent is about to step down as the CIO of the endowment of Bowdoin College after twenty-one years, and... View Details

Keywords: Investment Portfolio; Investment Banking; Growth Management; Investment Return; Capital Markets; Interest Rates; Competition; Cost Management; Risk Management; Financial Liquidity; Performance Evaluation

August 2009
Case

Nomura's Global Growth: Picking Up Pieces of Lehman

By: C. Fritz Foley and Linnea Meyer

What issues commonly arise in international financial management? Kenichi Watanabe and Takumi Shibata, CEO and COO of Nomura Holdings Inc., one of the leading investment banks in Asia, have the opportunity to expand their firm internationally through the acquisition of... View Details

Keywords: Mergers and Acquisitions; Insolvency and Bankruptcy; Investment Banking; International Finance; Cross-Cultural and Cross-Border Issues; Expansion; Financial Services Industry; Japan

November 2007
Background Note

Event Arbitrage

By: Joshua D. Coval and Erik Stafford

The event arbitrage module includes two simulation sessions. The first simulation focuses on analyzing and evaluating individual merger transactions, while the second simulation emphasizes managing a portfolio of individual positions and the limitations of arbitrage... View Details

Keywords: Mergers and Acquisitions; Capital Markets; Financial Management; Investment Portfolio; Risk Management

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