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      • November 2023
      • Case

      Infarm: Betting the (Indoor) Farm on Food Security

      By: Elie Ofek
      In the summer of 2023, the co-founders of Infarm, a controlled environment agriculture (CEA) company, were contemplating a major pivot going forward. While Infarm had successfully shown it could grow over 75 products – mainly herbs, leafy greens and mushrooms – in...  View Details
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      Ofek, Elie. "Infarm: Betting the (Indoor) Farm on Food Security." Harvard Business School Case 524-043, November 2023.
      • November 2023
      • Case

      Khanmigo: Revolutionizing Learning with GenAI

      By: William A. Sahlman, Allison M. Ciechanover and Emily Grandjean
      Already a leader in the edtech space since its 2008 launch, Khan Academy was now one of the first edtech organizations to embrace generative artificial intelligence ("genAI"). In March 2023, Khan Academy began beta testing Khanmigo, a genAI “guide” and tutor built with...  View Details
      Keywords: Technology Adoption; Leading Change; Entrepreneurship; Risk and Uncertainty; Education Industry; Technology Industry; United States; San Francisco
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      Sahlman, William A., Allison M. Ciechanover, and Emily Grandjean. "Khanmigo: Revolutionizing Learning with GenAI." Harvard Business School Case 824-059, November 2023.
      • October 2023
      • Teaching Note

      Managing Customer Retention at Teleko

      By: Eva Ascarza and Ta-Wei Huang
      Teaching Note for HBS Case No. 523-005.  View Details
      Keywords: Customer Relationship Management; United States
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      Ascarza, Eva, and Ta-Wei Huang. "Managing Customer Retention at Teleko." Harvard Business School Teaching Note 524-036, October 2023.
      • October 2023
      • Supplement

      Hey Jane: Background on Abortion in the U.S.

      By: Rembrand Koning, Geraldine Pena-Galea and Sarah Mehta
      Keywords: Health; Operations; Health Industry; Technology Industry; United States
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      Koning, Rembrand, Geraldine Pena-Galea, and Sarah Mehta. "Hey Jane: Background on Abortion in the U.S." Harvard Business School Supplement 724-390, October 2023.
      • October 2023
      • Case

      Hey Jane: Delivering Abortion Pills to the Doorstep

      By: Rembrand Koning, Geraldine Pena-Galea and Sarah Mehta
      This case tells the story of Hey Jane, a telehealth clinic founded in 2020 that provides virtual medication abortion services to eligible patients in nine U.S. states. By January 2023, the company had served more than 20,000 patients and raised nearly $10 million in...  View Details
      Keywords: Health; Operations; Health Industry; Technology Industry; United States
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      Koning, Rembrand, Geraldine Pena-Galea, and Sarah Mehta. "Hey Jane: Delivering Abortion Pills to the Doorstep." Harvard Business School Case 724-408, October 2023.
      • October 2023
      • Supplement

      Hey Jane: Early Investor Pitch Deck

      By: Rembrand Koning
      Keywords: Health; Operations; Health Industry; Technology Industry; United States
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      Koning, Rembrand. "Hey Jane: Early Investor Pitch Deck." Harvard Business School Supplement 724-409, October 2023.
      • October 2023
      • Case

      Houghton Mifflin Harcourt: A Curriculum Provider Puts Itself on the Hook for Student Outcomes

      By: John J-H Kim, Derek C. M. van Bever, Michael Norris and Max Hancock
      Jack Lynch, CEO of Houghton Mifflin Harcourt (HMH) since 2017, was leading the company’s transformation from a legacy textbook publisher to a digital-first student outcomes provider, which earned subscription revenue from digital products and curriculum. In 2023, HMH...  View Details
      Keywords: Edtech; Textbook; Publishing; Leading Change; Change Management; Transformation; Digital Transformation; Publishing Industry; United States
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      Kim, John J-H, Derek C. M. van Bever, Michael Norris, and Max Hancock. "Houghton Mifflin Harcourt: A Curriculum Provider Puts Itself on the Hook for Student Outcomes." Harvard Business School Case 324-011, October 2023.
      • 2022
      • Working Paper

      Why Do Index Funds Have Market Power? Quantifying Frictions in the Index Fund Market

      By: Zach Y. Brown, Mark Egan, Jihye Jeon, Chuqing Jin and Alex A. Wu
      Index funds are one of the most common ways investors access financial markets and are perceived to be a transparent and low-cost alternative to active investment management. Despite these purported virtues of index fund investing and the introduction of new products...  View Details
      Keywords: Mutual Funds; Passive Investing; Asset Management; Financial Markets; Investment Funds; Financial Management; Financial Services Industry; United States
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      Brown, Zach Y., Mark Egan, Jihye Jeon, Chuqing Jin, and Alex A. Wu. "Why Do Index Funds Have Market Power? Quantifying Frictions in the Index Fund Market." Harvard Business School Working Paper, No. 24-019, October 2023. (NBER Working Paper Series, No. 31778, October 2023.)
      • October 2023
      • Case

      ReUp Education: Can AI Help Learners Return to College?

      By: Kris Ferreira, Christopher Thomas Ryan and Sarah Mehta
      Founded in 2015, ReUp Education helps “stopped out students”—learners who have stopped making progress towards graduation—achieve their college completion goals. The company relies on a team of success coaches to engage with learners and help them reenroll. In 2019,...  View Details
      Keywords: AI; Algorithms; Machine Learning; Edtech; Education Technology; Education; Information Technology; Education Industry; Technology Industry; United States
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      Ferreira, Kris, Christopher Thomas Ryan, and Sarah Mehta. "ReUp Education: Can AI Help Learners Return to College?" Harvard Business School Case 624-007, October 2023.
      • October 2023
      • Case

      Accounting Red Flags or Red Herrings at Catalent?

      By: Joseph Pacelli, ZeSean Ali and Tom Quinn
      Fund manager Janet Curie asked for a recommendation about the pharmaceutical company Catalent. The company seemed like a solid investment. However, a pair of research reports issued over the previous two months complicated this narrative. GlassHouse Research, a short...  View Details
      Keywords: Accounting Audits; Budgets and Budgeting; Business Earnings; Earnings Management; Cost Accounting; Fair Value Accounting; Financial Reporting; Revenue Recognition; Integrated Corporate Reporting; Fairness; Moral Sensibility; Values and Beliefs; Government Legislation; Conflict of Interests; Forms of Communication; Announcements; Blogs; Debates; Pharmaceutical Industry; Accounting Industry; United States
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      Pacelli, Joseph, ZeSean Ali, and Tom Quinn. "Accounting Red Flags or Red Herrings at Catalent?" Harvard Business School Case 124-024, October 2023.
      • October 2023
      • Case

      GameStop: Social Media Finds a Cheat Code

      By: Joseph Pacelli and Sarah Mehta
      This case covers the events leading up to the 2021 GameStop short squeeze. Using GameStop as an illustrative example, the case explores the rise in retail trading, increased financial information sharing on social media, and the gamification of investing enabled by...  View Details
      Keywords: Finance; Markets; Value; Financial Services Industry; United States
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      Pacelli, Joseph, and Sarah Mehta. "GameStop: Social Media Finds a Cheat Code." Harvard Business School Case 124-005, October 2023.
      • October 2023 (Revised October 2023)
      • Case

      UnDosTres

      By: Álvaro Rodríguez Arregui, Max Hancock and Amy Klopfenstein
      Arpit Gupta, Naveen Sharma, and Vikram Deswal co-founded the mobile payment app UnDosTres in Mexico City in 2015. In the past, Gupta had worked at Paytm, an India-based payment app valued at over $1 billion. In Mexico, the co-founders hoped to recreate Paytm’s success....  View Details
      Keywords: Technology Adoption; Advertising; Digital Platforms; Mexico; India
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      Rodríguez Arregui, Álvaro, Max Hancock, and Amy Klopfenstein. "UnDosTres." Harvard Business School Case 824-036, October 2023. (Revised October 2023.)
      • October 2023
      • Case

      Ball: EVA Driving the World’s Leading Can Manufacturer (A)

      By: Jonas Heese and Susan Pinckney
      Ball used Economic Value Added analysis to determine if it should open a new metal can manufacturing facility, which mandated closing two recently acquired factories, or recapitalize and update the two legacy factories.  View Details
      Keywords: Accounting; Budgets and Budgeting; Cost Accounting; Financial Reporting; Financial Statements; Buildings and Facilities; Green Building; Acquisition; Mergers and Acquisitions; Customer Satisfaction; Decision Making; Decisions; Forecasting and Prediction; Engineering; Machinery and Machining; Finance; Asset Pricing; Corporate Finance; Capital; Cost; Financial Management; Goods and Commodities; Compensation and Benefits; Executive Compensation; Employee Relationship Management; Management; Goals and Objectives; Resource Allocation; Strategy; Business Strategy; Corporate Strategy; Food and Beverage Industry; United States; Arizona; California; Texas
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      Heese, Jonas, and Susan Pinckney. "Ball: EVA Driving the World’s Leading Can Manufacturer (A)." Harvard Business School Case 124-002, October 2023.
      • October 2023 (Revised November 2023)
      • Case

      Rheaply: Circularity For Every Business

      By: Rembrand Koning and Alicia Dadlani
      In March 2023, Garry Cooper, cofounder and CEO of Chicago-based Rheaply, needed to demonstrate that Rheaply’s expanded vision could translate into building cash flows and metrics needed to raise a Series B and turn the business into a model for financial and...  View Details
      Keywords: Business Startups; Social Entrepreneurship; Technological Innovation; Technology Industry; Green Technology Industry; United States; Illinois; Chicago
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      Koning, Rembrand, and Alicia Dadlani. "Rheaply: Circularity For Every Business." Harvard Business School Case 724-351, October 2023. (Revised November 2023.)
      • October 2023
      • Supplement

      Rheaply: Circularity For Every Business Supplement 1

      By: Rembrand Koning and Alicia Dadlani
      Pitch deck explaining the early vision of the company that was presented by the CEO to potential investors.  View Details
      Keywords: Business Startups; Social Entrepreneurship; United States; Chicago; Illinois
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      Koning, Rembrand, and Alicia Dadlani. "Rheaply: Circularity For Every Business Supplement 1." Harvard Business School PowerPoint Supplement 724-354, October 2023.
      • October 2023
      • Supplement

      Rheaply: Circularity For Every Business Supplement 2

      By: Rembrand Koning and Alicia Dadlani
      Pitch deck explaining the later vision of the company that was presented by the CEO to potential investors.  View Details
      Keywords: Business Startups; Social Entrepreneurship; Technology Industry; Green Technology Industry; United States; Illinois; Chicago
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      Koning, Rembrand, and Alicia Dadlani. "Rheaply: Circularity For Every Business Supplement 2." Harvard Business School PowerPoint Supplement 724-385, October 2023.
      • October 2023
      • Case

      Fantuan

      By: Feng Zhu and David Lane
      In 2023, CEO Randy Wu was considering the optimal growth strategy for Fantuan, a restaurant food delivery platform that had expanded from its 2014 founding in Vancouver, Canada to serve the Chinese demand for Asian cuisine in urban markets across Australia, Canada, the...  View Details
      Keywords: Business Startups; Customer Focus and Relationships; Diasporas; Entrepreneurship; Digital Platforms; Growth Management; Business Strategy; Diversification; Expansion; Service Industry; Food and Beverage Industry; United States; Canada; United Kingdom; Australia
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      Zhu, Feng, and David Lane. "Fantuan." Harvard Business School Case 624-023, October 2023.
      • October 2023
      • Case

      LFM Capital: Turnaround at Pratt Industries (A)

      By: Ted Berk and Aaron Ramsden
      Keywords: Turnarounds; Private Equity; United States
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      Berk, Ted, and Aaron Ramsden. "LFM Capital: Turnaround at Pratt Industries (A)." Harvard Business School Case 224-040, October 2023.
      • October 2023
      • Case

      Lasell University in 2023: Securing the Future

      By: John Jong-Hyun Kim and Mary C. Sauer
      In a groundbreaking move on September 20, 2022, Lasell University's President, Michael B. Alexander, announced an extraordinary 33% reduction in tuition, room, board, and fees, signaling a pivotal shift in higher education. Situated in an affluent Boston suburb,...  View Details
      Keywords: Higher Education; Education Industry; United States; Massachusetts
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      Kim, John Jong-Hyun, and Mary C. Sauer. "Lasell University in 2023: Securing the Future." Harvard Business School Case 324-049, October 2023.
      • October 2023
      • Case

      Fortinet: Cybersecurity Pioneer Ken Xie Considers the Long Game

      By: Tsedal Neeley, Jeff Huizinga and Emily Grandjean
      Ken Xie, cofounder of cybersecurity giant Fortinet, faced a critical decision that would validate his leadership. Fortinet became the industry’s second-largest pureplay cybersecurity firm by developing differentiated hardware and investing in R&D. However, after a...  View Details
      Keywords: Leadership Development; Leadership Style; Marketing Strategy; Information Technology Industry; United States; Sunnyvale
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      Neeley, Tsedal, Jeff Huizinga, and Emily Grandjean. "Fortinet: Cybersecurity Pioneer Ken Xie Considers the Long Game." Harvard Business School Case 424-016, October 2023.
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