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- All HBS Web (182)
- Faculty Publications (82)
- 15 Jan 2013
- First Look
First Look: January 15
http://wber.oxfordjournals.org/content/early/2012/12/09/wber.lhs031.short?rss=1 Do Analysts Add Value When They Most Can? Evidence from Corporate Spinoffs Authors:Feldman, Emilie R., Stuart C. Gilson, and Belén Villalonga...
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Sean Silverthorne
- 06 Dec 2016
- First Look
December 6, 2016
rate. In addition, the real rate forecasts returns on the low-minus-high volatility portfolio, though it appears unrelated with measures of the quantity of risk. Our results suggest that precautionary savings motives, and thus the real...
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Sean Silverthorne
- 28 Jun 2011
- First Look
First Look: June 28
the return predictability. In addition, we find that sell-side analysts are subject to these same information processing constraints, as their forecast revisions of easy-to-analyze firms predict their future...
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Sean Silverthorne
- 17 Mar 2011
- Research & Ideas
Harvard Business School Faculty Comment on Crisis in Japan
times the $132 billion that the 1995 Kobe earthquake did, making it one of the Japan's most costly natural disasters. Transportation disruptions and the closing of many factories throughout Japan will shrink Japanese aggregate demand and disrupt supply chains...
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Re: Multiple Faculty
- Person Page
Media
Media
This lists media reports covering my firm dollarDEX Investments or me (or my colleagues), or columns written by me (or my colleagues). There are all... View Details
- 12 Jul 2011
- First Look
First Look: July 12
debt issuers deteriorates during credit booms, and that this deterioration forecasts low excess returns to corporate bondholders. The key insight is that changes in the pricing of credit risk disproportionately affect the financing costs...
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Carmen Nobel
- 07 Sep 2011
- First Look
First Look: Sept. 7
pronounced for firms with ex ante lower-quality information environments: firms with lower analyst following, lower market capitalization, higher analyst forecast errors, or...
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Sean Silverthorne
- 19 Jul 2016
- First Look
July 19, 2016
downgraded its sales forecast for the coming year, suggesting sales would now be flat. Meanwhile, online retailer Amazon was growing rapidly and, despite being less than one-quarter of the size of Walmart, now boasted a higher market...
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Sean Silverthorne
- 12 Jun 2018
- First Look
New Research and Ideas, June 12, 2018
market explains just 1%. In addition, the real rate forecasts returns on volatile stocks, confirming our interpretation that changes in risk appetite drive the real rate. Increases in our measure of risk appetite are followed by a boom in...
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Dina Gerdeman
- 06 Jun 2017
- First Look
First Look at New Research and Ideas: June 6, 2017
two questions. First, when (and why) should a company’s strategy be developed by its CEO versus by some outside analyst or other insider? Second, how does strategy interact with vision (in the sense of a strong belief about the right...
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Sean Silverthorne
- 15 Nov 2011
- First Look
First Look: November 15
Analyst Recommendation and Earnings Forecast Anomaly Author:George Serafeim Publication:Chap. 3 in The Handbook of Equity Market Anomalies: Translating Market Inefficiencies into Effective Investment...
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Sean Silverthorne
- 08 Feb 2016
- Research & Ideas
The Civic Benefits of Google Street View and Yelp
algorithm, with the goal of implementing a version for actual use in the field. In principle, many areas of city operations could be made more efficient through this type of approach, says Luca. Using Google searches keyed to specific geographies, government View Details
- 01 Sep 2009
- News
E Ink’s Wild Ride
now has 140 employees and forecasted revenues of $125 million in 2009. Behind those figures, however, is the story of a company that has survived more than one brush with the void by reinventing itself through continuous, deep-seated...
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- 01 Oct 2013
- First Look
First Look: October 1
Could Lose $100 Million On London Olympics; Ratings Not Expected To Beat Beijing," chimed in John Clarke with Forbes. Sandomir and Clarke were not alone in their damning prediction. Analysts and media put forth similar commentary...
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Sean Silverthorne
- 25 Jan 2011
- First Look
First Look: Jan. 25
perceptions of firms' size and/or market power. Benchmarks as Limits to Arbitrage: Understanding the Low-Volatility Anomaly Authors:Malcolm Baker, Brendan Bradley, and Jeffrey Wurgler Publication:Financial Analysts Journal 67, no. 1...
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Sean Silverthorne
- 08 Feb 2011
- First Look
First Look: Feb. 8
estimates. The goal of the framework is to focus the analysts' work on critical uncertainties and model a limited number of scenarios relevant to key investment debates. By outlining a bear, base, and a bull case, the analysts can present...
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Sean Silverthorne
- 07 Feb 2012
- First Look
First Look: February 7
and how quoted prices might reflect expectations that are hard to justify. Regardless of which valuation method is employed (e.g., residual income, discounted cash flow, multiples), the case provides a platform (i) to map the firm's key success and risk factors into...
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Sean Silverthorne
- 04 Dec 2012
- First Look
First Look: December 4
is best positioned to manage its own internal conflicts, often by pressing for deal terms that will overcome internal objections and by effectively "selling" the agreement to key constituencies. Far less frequently have analysts...
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Carmen Nobel
- 01 Sep 2017
- News
The Biggest Industry You’ve Never Heard Of
professional esports players and amateur gamers streaming video game play. By year’s end, market analyst Newzoo forecasts, the online global esports audience will reach 385 million people with revenues of nearly $700 million. But if all...
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- Web
Print View - Course Catalog
adjustments to eliminate accounting distortions. Performance analysis and valuation: assessing current performance and its future sustainability; making forecasts of future profitability and risk; and valuing businesses using earnings and...
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