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    • All HBS Web  (1,183)
      • Faculty Publications  (220)

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      • September 2024
      • Supplement

      National Public Broadcasting (B)

      By: Richard S. Ruback and Royce Yudkoff
      Pre-abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.
      Abstract: This (B) case supplement is designed for use by faculty only to support classroom instruction in conjunction with... View Details
      Keywords: Financial Strategy; Financial Management; Media; Ownership; Strategy; Advertising; Decision Choices and Conditions; Entrepreneurship; Financing and Loans; Mergers and Acquisitions; Private Equity; Journalism and News Industry; Media and Broadcasting Industry; United States
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      Ruback, Richard S., and Royce Yudkoff. "National Public Broadcasting (B)." Harvard Business School Multimedia/Video Supplement 225-706, September 2024.
      • September 2024
      • Supplement

      Red Hen Baking Company (B)

      By: Richard S. Ruback and Royce Yudkoff
      Pre-abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

      Abstract: This (B) case supplement is designed for use by faculty only to support classroom instruction in conjunction with "Red... View Details
      Keywords: Entrepreneurship; Financial Strategy; Financial Management; Buildings and Facilities; Finance; Food; Risk Management; Risk and Uncertainty; Growth and Development Strategy; Food and Beverage Industry; United States; Vermont
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      Ruback, Richard S., and Royce Yudkoff. "Red Hen Baking Company (B)." Harvard Business School Multimedia/Video Supplement 225-710, September 2024.
      • September 2024
      • Supplement

      Revenue Solutions, LLC (B)

      By: Richard S. Ruback and Royce Yudkoff
      Pre-abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

      Abstract: This (B) case supplement is designed for use by faculty only to support classroom instruction in conjunction with... View Details
      Keywords: Financial Strategy; Financial Management; Joint Ventures; Brands and Branding; Partners and Partnerships; Small Business; Ownership; Personal Development and Career; Consumer Products Industry; United States; California
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      Ruback, Richard S., and Royce Yudkoff. "Revenue Solutions, LLC (B)." Harvard Business School Multimedia/Video Supplement 225-708, September 2024.
      • September 2024 (Revised October 2024)
      • Case

      River Remedy: Navigating Mississippi’s Medical Marijuana Market

      By: Robin Greenwood, Richard S. Ruback and Robert Ialenti
      MBA student William Chism, the founder of a fully integrated medical marijuana company based in Mississippi, must respond to a significant disruption in the fledgling industry. In late 2023, Rapid Analytics, one of two active licensed testing facilities, has its... View Details
      Keywords: Plant-Based Agribusiness; Business Growth and Maturation; Forecasting and Prediction; Microeconomics; Local Range; Government Legislation; Demand and Consumers; Supply and Industry; Competitive Strategy; Governance Controls; Agriculture and Agribusiness Industry; Consumer Products Industry; Mississippi
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      Greenwood, Robin, Richard S. Ruback, and Robert Ialenti. "River Remedy: Navigating Mississippi’s Medical Marijuana Market." Harvard Business School Case 225-011, September 2024. (Revised October 2024.)
      • August 2024
      • Case

      Lucky Ones Coffee: Employing People with Disabilities

      By: Richard S. Ruback, Robin Greenwood, Joe Higgins, Matthew Preble and Dave Habeeb
      Katie Holyfield and Taylor Matkins founded The Lucky Ones Coffee in 2017 with a mission to create jobs in Park City, Utah for people with intellectual and developmental disabilities. The company quickly earned strong support from the local community, and by early 2023... View Details
      Keywords: Entrepreneurship; Selection and Staffing; Growth and Development Strategy; Mission and Purpose; Service Industry; Tourism Industry; Retail Industry; Food and Beverage Industry; Utah; United States
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      Ruback, Richard S., Robin Greenwood, Joe Higgins, Matthew Preble, and Dave Habeeb. "Lucky Ones Coffee: Employing People with Disabilities." Harvard Business School Multimedia/Video Case 225-702, August 2024.
      • August 2024 (Revised November 2024)
      • Case

      Commonwealth Fusion Systems: Born at Scale

      By: Joshua Lev Krieger, Jim Matheson, Kyle Myers, Gunnar Trumbull and Richard Vietor
      This case study chronicles the journey of Commonwealth Fusion Systems (CFS) on its ambitious mission to commercialize fusion energy and become the world’s leading provider of fusion power plants. Emerging from a “special arrangement” with MIT's Plasma Science and... View Details
      Keywords: Nuclear Energy; Innovation; Entrepreneurship; Entrepreneurial Finance; Energy Generation; Commercialization; Science-Based Business; Technological Innovation; Market Entry and Exit; Energy Industry
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      Krieger, Joshua Lev, Jim Matheson, Kyle Myers, Gunnar Trumbull, and Richard Vietor. "Commonwealth Fusion Systems: Born at Scale." Harvard Business School Case 825-061, August 2024. (Revised November 2024.)
      • 2024
      • Working Paper

      Smaller than We Thought? The Effect of Automatic Savings Policies

      By: James J. Choi, David Laibson, Jordan Cammarota, Richard Lombardo and John Beshears
      Medium- and long-run dynamics undermine the effect of automatic enrollment and default savings-rate auto-escalation on retirement savings. Our analysis of 401(k) plans incorporates the facts that employees frequently leave firms (often before matching contributions... View Details
      Keywords: Personal Finance; Saving; Retirement; Behavioral Finance; Compensation and Benefits
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      Choi, James J., David Laibson, Jordan Cammarota, Richard Lombardo, and John Beshears. "Smaller than We Thought? The Effect of Automatic Savings Policies." Working Paper.
      • July 2024
      • Supplement

      Fail Safe Testing, Inc. (A)

      By: Richard S. Ruback and Royce Yudkoff
      Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.
      Abstract: Fail Safe Testing, Inc., founded in 1988, was the leading provider of fire hose pressure testing, ground ladder and pump... View Details
      Keywords: Customers; Acquisition; Business Plan; Marketing Strategy
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      Ruback, Richard S., and Royce Yudkoff. "Fail Safe Testing, Inc. (A)." Harvard Business School Multimedia/Video Supplement 224-749, July 2024.
      • July 2024
      • Supplement

      Fail Safe Testing, Inc. (B)

      By: Richard S. Ruback and Royce Yudkoff
      Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.
      Abstract: Fail Safe Testing, Inc., founded in 1988, was the leading provider of fire hose pressure testing, ground ladder and pump... View Details
      Keywords: Marketing Strategy; Business Plan; Acquisition; Customers
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      Ruback, Richard S., and Royce Yudkoff. "Fail Safe Testing, Inc. (B)." Harvard Business School Multimedia/Video Supplement 224-750, July 2024.
      • 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.
      • July 2024
      • Supplement

      Pacific Lake Partners (A)

      By: Richard S. Ruback and Royce Yudkoff
      Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

      Abstract: In 2009, Coley Andrews and Jim Southern endeavored to raise a private equity fund for investment solely in search... View Details
      Keywords: Search Fund; Entrepreneurship Through Acquisition; Entrepreneurship; Private Equity; Investment; North America
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      Ruback, Richard S., and Royce Yudkoff. "Pacific Lake Partners (A)." Harvard Business School Multimedia/Video Supplement 224-715, July 2024.
      • July 2024
      • Supplement

      Pacific Lake Partners (B)

      By: Richard S. Ruback and Royce Yudkoff
      Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

      Abstract: In 2009, Coley Andrews and Jim Southern endeavored to raise a private equity fund for investment solely in search... View Details
      Keywords: Entrepreneurship Through Acquisition; Search Fund; Entrepreneurship; Private Equity; Investment Funds; Organizational Structure; United States
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      Ruback, Richard S., and Royce Yudkoff. "Pacific Lake Partners (B)." Harvard Business School Multimedia/Video Supplement 224-716, July 2024.
      • June 2024
      • Supplement

      Zeswitz Music (A)

      By: Richard S. Ruback and Royce Yudkoff
      Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.
      Abstract: In July of 2013, Randy Shayler (HBS, 2012) acquired Zeswitz Music, a musical instrument rental company based in Reading,... View Details
      Keywords: Customer Focus and Relationships; Business Strategy; Acquisition; Revenue; Marketing; Music Industry; Retail Industry; Pennsylvania
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      Ruback, Richard S., and Royce Yudkoff. "Zeswitz Music (A)." Harvard Business School Multimedia/Video Supplement 224-747, June 2024.
      • June 2024
      • Supplement

      Zeswitz Music (B)

      By: Richard S. Ruback and Royce Yudkoff
      Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.
      Abstract: In July of 2013, Randy Shayler (HBS, 2012) acquired Zeswitz Music, a musical instrument rental company based in Reading,... View Details
      Keywords: Acquisition; Customer Focus and Relationships; Business Strategy; Revenue; Marketing; Music Industry; Retail Industry
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      Ruback, Richard S., and Royce Yudkoff. "Zeswitz Music (B)." Harvard Business School Multimedia/Video Supplement 224-748, June 2024.
      • June 2024
      • Supplement

      Legacy Partners (A)

      By: Richard S. Ruback and Royce Yudkoff
      Instructors should consider the timing of making videos available to students, as they may reveal key case details.

      Stephen Holbrook and Austin Pulsipher (both HBS '19) had been leading Nutrishare since acquiring the company six months earlier in mid-2021.... View Details
      Keywords: Acquisition; Small Business; Cost vs Benefits; Decisions; Corporate Entrepreneurship; Leadership Style; Leading Change; Business or Company Management; Problems and Challenges; Health Care and Treatment; Health Disorders; Medical Specialties; Nutrition; Supply Chain Management; Growth Management; Health Industry; Medical Devices and Supplies Industry; Pharmaceutical Industry; United States; California
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      Ruback, Richard S., and Royce Yudkoff. "Legacy Partners (A)." Harvard Business School Multimedia/Video Supplement 224-725, June 2024.
      • June 2024
      • Supplement

      Legacy Partners (B)

      By: Richard S. Ruback and Royce Yudkoff
      Pre-abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

      Abstract: Stephen Holbrook and Austin Pulsipher (both HBS '19) had been leading Nutrishare since acquiring the company six... View Details
      Keywords: Acquisition; Small Business; Cost vs Benefits; Decisions; Business Education; Corporate Entrepreneurship; Leadership Style; Leading Change; Business or Company Management; Problems and Challenges; Health Care and Treatment; Health Disorders; Medical Specialties; Nutrition; Supply Chain Management; Growth Management; Health Industry; Medical Devices and Supplies Industry; United States; California
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      Ruback, Richard S., and Royce Yudkoff. "Legacy Partners (B)." Harvard Business School Multimedia/Video Supplement 224-726, June 2024.
      • May 2024
      • Supplement

      gWorks (A)

      By: Richard S. Ruback and Royce Yudkoff
      In January of 2019, Joe Heieck, CEO of gWorks, was deciding whether to proceed with his acquisition of Data Tech, that was a business roughly the same size as gWorks. gWorks, which provided geospatial software to small city and rural county governments, was acquired by... View Details
      Keywords: Acquisition; Small Business; Cost vs Benefits; Decisions; Business Education; Corporate Entrepreneurship; Leadership Style; Leading Change; Business or Company Management; Problems and Challenges; Talent and Talent Management; Customer Relationship Management; Technology Adoption; Information Infrastructure; Digital Platforms; Growth Management; Applications and Software; Risk and Uncertainty; Technology Industry; United States
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      Ruback, Richard S., and Royce Yudkoff. "gWorks (A)." Harvard Business School Multimedia/Video Supplement 224-721, May 2024.
      • May 2024
      • Supplement

      gWorks (B)

      By: Richard S. Ruback and Royce Yudkoff
      In January of 2019, Joe Heieck, CEO of gWorks, was deciding whether to proceed with his acquisition of Data Tech, that was a business roughly the same size as gWorks. gWorks, which provided geospatial software to small city and rural county governments, was acquired by... View Details
      Keywords: Acquisition; Small Business; Cost vs Benefits; Decisions; Business Education; Corporate Entrepreneurship; Leadership Style; Leading Change; Business or Company Management; Problems and Challenges; Talent and Talent Management; Customer Relationship Management; Technology Adoption; Information Infrastructure; Digital Platforms; Growth Management; Applications and Software; Risk and Uncertainty; Technology Industry; United States
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      Ruback, Richard S., and Royce Yudkoff. "gWorks (B)." Harvard Business School Multimedia/Video Supplement 224-722, May 2024.
      • May 2, 2024
      • Article

      Require Hospitals to Disclose Their Pandemic Plans Now

      By: Regina E. Herzlinger, Richard J. Boxer and Ben Creo
      The COVID-19 pandemic demonstrated that U.S. hospital and health care systems were ill-prepared for the surge of patients who overwhelmed available health care resources. An overlooked resource deserves more attention: the availability of intensive care unit (ICU)... View Details
      Keywords: COVID-19 Pandemic; Crisis Management; Knowledge Sharing; Governance Compliance; Planning; Health Industry; United States
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      Herzlinger, Regina E., Richard J. Boxer, and Ben Creo. "Require Hospitals to Disclose Their Pandemic Plans Now." Health Affairs Forefront (May 2, 2024).
      • March 2024
      • Case

      Katharine Graham: Changing the World

      By: Robert Simons and Shirley Sun
      This case traces the life of Katharine Graham from housewife to publisher of the Washington Post. Born into a family of wealth, Graham described herself as a “doormat wife” after she married Phil Graham and stayed at home to raise their children. His unexpected death... View Details
      Keywords: Mission and Purpose; Values and Beliefs; Power and Influence; Personal Characteristics; Leadership Style; Success; Work-Life Balance; News; Newspapers; Media; Gender; Publishing Industry
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      Simons, Robert, and Shirley Sun. "Katharine Graham: Changing the World." Harvard Business School Case 124-035, March 2024.
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