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  • All HBS Web  (2,887)
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  • 17 Jun 2008
  • First Look

First Look: June 17, 2008

in several respects. It is two-tiered, employs an ESOP as the acquisition vehicle, involves a high degree of leverage as well as the significant asset sales, and Zell himself will own almost no common stock in the post-deal Tribune. The... View Details
Keywords: Martha Lagace
  • 11 Jul 2006
  • First Look

First Look: July 11, 2006

service provider Geek Squad. For the eight years leading up to 2004, Best Buy had reported double-digit revenue growth every year and rarely missed earnings. But on December 13, 2005, Best Buy missed its third-quarter earnings per share (coming in at $0.28, not $0.30).... View Details
Keywords: Sean Silverthorne
  • 16 Sep 2002
  • Research & Ideas

The Irrational Quest for Charismatic CEOs

usual reasons have become clichés: Disruptive technologies, emerging global competitors, changing workforce expectations, and heightened investor concerns over immediate stock price have put pressure on boards to find reassuring,... View Details
Keywords: by Martha Lagace
  • 12 Aug 2002
  • Research & Ideas

‘Let the Buyer Beware’ Doesn’t Protect Investors

that the Chinese wall was no protection at all for the independence of the analysts. Trying to sell IPOs, analysts gave glowing recommendations to firms which collapsed within months. Trying to support the stocks of firms previously sold... View Details
Keywords: by D. Quinn Mills
  • July 2024
  • Case

Knowledge-Enabled Financial Advice: Digital Transformation at Edward Jones

By: Lauren Cohen, Richard Ryffel, Grace Headinger and Sophia Pan
Edward Jones, a wealth management advisory firm that prided itself on its interpersonal connections and face-to-face interactions, was eager to augment their services with AI capabilities. Built on 1-to-1 close-knit relationships, the firm had more than 15,000 offices... View Details
Keywords: Fintech; Innovation And Strategy; Financial Advisors; Big Data; Artificial Intelligence; Digitization; Financial Institutions; Business Strategy; Competitive Advantage; Technology Adoption; Business Plan; Technological Innovation; Interpersonal Communication; Communication Intention and Meaning; Communication Strategy; Transformation; Employee Stock Ownership Plan; Disruptive Innovation; Innovation Strategy; Innovation and Management; Innovation Leadership; Knowledge Acquisition; Knowledge Use and Leverage; Customer Relationship Management; AI and Machine Learning; Digital Strategy; Financial Services Industry; St. Louis; Missouri; United States; Canada
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Cohen, Lauren, Richard Ryffel, Grace Headinger, and Sophia Pan. "Knowledge-Enabled Financial Advice: Digital Transformation at Edward Jones." Harvard Business School Case 225-009, July 2024.
  • 20 Jul 2010
  • First Look

First Look: July 20

payments, and deferred taxes are incrementally value-relevant but that only the impairment of goodwill and deferred taxes reveal new information. Our results indicate that mandatory IFRS adoption alters investors' beliefs about stock... View Details
Keywords: Martha Lagace
  • 04 Dec 2007
  • First Look

First Look: December 4, 2007

What does it need to do on the financing side to accommodate the transition of its business model? The company is listed on the Hong Kong Stock Exchange and is thinking about issuing additional convertible bonds to finance its growth.... View Details
Keywords: Martha Lagace
  • 25 Nov 2008
  • First Look

First Look: November 25, 2008

stocks that they hold and trade. Relative to standard approaches, this approach focuses on an especially informative subset of the returns data, potentially increasing power to detect skilled trading, and also sheds light on the sources... View Details
Keywords: Martha Lagace
  • 21 Mar 2004
  • Research & Ideas

Loyalty: Don’t Give Away the Store

merchandising. Look at who is buying what product. Make sure that you are well stocked and have given a lot of shelf space to items that your best customers purchase. Do the same for slow-moving items. For example, prunes are often an... View Details
Keywords: by Manda Salls; Consumer Products; Retail
  • 24 Jul 2007
  • First Look

First Look: July 24, 2007

backdated stock options, insufficiently independent corporate board members, poor responsiveness to shareholders concerns, and a lack of transparency in the activities and decisions of boards. The AFL-CIO believes that such problems were... View Details
Keywords: Martha Lagace
  • 20 Feb 2018
  • First Look

First Look at New Research and Ideas, February 20, 2018

Describes TelePizza, Spain's leading chain of pizza restaurants and delivery services. TelePizza has experienced rapid growth to 500 stores since its creation in 1987. The company went public on the Spanish stock market in late 1996.... View Details
Keywords: Sean Silverthorne
  • 03 Jan 2017
  • First Look

January 3, 2017

extrinsic rewards and includes a discussion of short-term incentives such as bonuses or public recognition and long-term incentives such as deferred payments or stock options. Because performance goals and incentives define success (and... View Details
Keywords: Carmen Nobel
  • 12 Jul 2016
  • First Look

July 12, 2016

slowed to 18% in 2015. Beighton was convinced that ASOS's strategy was right and that the company needed to improve its execution to recapture its historical success. Some analysts were not so sure, and the stock price still had not... View Details
Keywords: Sean Silverthorne
  • 12 Apr 2016
  • First Look

April 12, 2016

economic times as its traditional business of manufacturing cameras and photographic film had all but disappeared with the rise of digital photography, causing its annual revenues to plummet from $13 billion to $6 billion, and its stock... View Details
Keywords: Sean Silverthorne
  • 29 Mar 2016
  • First Look

March 29, 2016

students to compare the prices of put and call options with various exercise prices and maturity dates on two equities (JPMorgan Chase and Facebook) that had identical closing stock prices on January 14, 2014 but very different... View Details
Keywords: Sean Silverthorne
  • 08 Apr 2014
  • First Look

First Look: April 8

the same individual (Search Based Peers or SBPs) are fundamentally similar on multiple dimensions. In direct tests, SBPs dominate GICS6 industry peers in explaining cross-sectional variations in base firms' out-of-sample (a) stock... View Details
Keywords: Sean Silverthorne
  • 14 May 2013
  • First Look

First Look: May 14

Collegiate Athletics By: Chung, Doug J. Abstract—I measure the spillover effect of intercollegiate athletics on the quantity and quality of applicants to institutions of higher education in the United States, popularly known as the "Flutie Effect." I treat... View Details
Keywords: Sean Silverthorne
  • 14 Nov 2011
  • Research & Ideas

Creating a Global Business Code

Interfaith Center on Corporate Responsibility principles, the Sarbanes-Oxley Act, various US Securities and Exchange Commission regulations, and several stock exchange listing rules, as well as the company codes of 14 top global firms.... View Details
Keywords: by Carmen Nobel
  • 27 Jul 2011
  • Research & Ideas

Customer Loyalty Programs That Work

retailers are concerned only about what's best for them," says Alvarez. "But the customer doesn't care that you have to stock a shelf." Merchants need to move beyond thinking of a customer as a transaction and instead... View Details
Keywords: by Maggie Starvish; Retail
  • 21 May 2007
  • Research & Ideas

Fixing the Marketing-CEO Disconnect

low growth and declining margins. The presumption of organic growth is baked into most companies' stock value, but many companies and their boards are faced with a requirement for organic growth that they're unsure how to meet. For these... View Details
Keywords: by Sean Silverthorne
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