Filter Results
:
(195)
Show Results For
-
All HBS Web
(116,121)
- Faculty Publications (195)
Show Results For
-
All HBS Web
(116,121)
- Faculty Publications (195)
- September 2004 (Revised April 2005)
- Case
G.G. Toys
By: Dennis Campbell and Susan L. Kulp
This case highlights issues of management accounting and includes a review of product costing, excess capacity, variance analysis, and scrap costs.
View Details
Campbell, Dennis, and Susan L. Kulp. "G.G. Toys." Harvard Business School Case 105-005, September 2004. (Revised April 2005.)
- July 2004 (Revised January 2007)
- Case
H&R Block and "Everyday Financial Services"
By: Peter Tufano and Daniel Schneider
H&R Block, the U.S. market leader in tax preparation services, must decide whether to offer financial services to its low-income clients. H&R Block is facing increased competition from branded and nonbranded tax preparers, and the number of returns prepared by the...
View Details
Keywords:
Financial Management;
Income;
Taxation;
Product Development;
Financial Services Industry;
United States
Tufano, Peter, and Daniel Schneider. H&R Block and "Everyday Financial Services". Harvard Business School Case 205-013, July 2004. (Revised January 2007.)
- February 2004 (Revised November 2012)
- Exercise
Capital Investment Analysis
By: Dwight B. Crane and Josh Lerner
Teaches techniques of evaluating investment alternatives. A rewritten version of an earlier exercise.
View Details
Crane, Dwight B., and Josh Lerner. "Capital Investment Analysis." Harvard Business School Exercise 204-140, February 2004. (Revised November 2012.)
- December 2003 (Revised November 2015)
- Background Note
The Fiduciary Relationship: A Legal Perspective
By: Lynn Sharp Paine
Discusses the concept of a fiduciary, as developed in the Anglo-American common law tradition, and outlines the principal differences between the legal standard applied to fiduciaries compared to ordinary arms'-length contractors.
View Details
Paine, Lynn Sharp. "The Fiduciary Relationship: A Legal Perspective." Harvard Business School Background Note 304-064, December 2003. (Revised November 2015.)
- October 2003 (Revised February 2004)
- Case
Dividend Policy at Linear Technology
By: Malcolm P. Baker and Alison Berkley Wagonfeld
In 1992, Linear Technology, a designer and manufacturer of analog semiconductors, initiated a dividend. The firm increased its dividend by approximately $0.01 per share each year thereafter. In fiscal year 2002, Linear experienced its first significant drop in sales...
View Details
Keywords:
Financial Strategy;
Investment Return;
Financial Condition;
Taxation;
Initial Public Offering;
Financial Management;
Semiconductor Industry
Baker, Malcolm P., and Alison Berkley Wagonfeld. "Dividend Policy at Linear Technology." Harvard Business School Case 204-066, October 2003. (Revised February 2004.)
- October 2003 (Revised December 2003)
- Case
Managing a 401(k) Fund
By: Richard S. Ruback and Kathleen Luchs
Focuses on an individual's decision to participate in his firm's 401(k) plan and how to invest his contributions. Plan participants have a choice of 10 mutual funds with different investment strategies. Includes data from Morningstar on the composition and performance...
View Details
Keywords:
Investment Funds;
Investment;
Saving;
Asset Management;
Financial Management;
Decision Making;
Personal Finance;
Financial Services Industry
Ruback, Richard S., and Kathleen Luchs. "Managing a 401(k) Fund." Harvard Business School Case 204-077, October 2003. (Revised December 2003.)
- July 2003 (Revised January 2004)
- Case
Carol Brewer's Investments
By: Richard S. Ruback and Julia Stevens
Following her husband's death in 1994, Carol Brewer took over the management of her family's investments. This case describes the decisions Brewer made during this process, including her choice to seek active account management, her selection of an investment firm, and...
View Details
Keywords:
Investment Funds;
Investment Portfolio;
Retirement;
Decision Choices and Conditions;
Financial Management;
Personal Finance;
Investment Banking;
Investment Return
Ruback, Richard S., and Julia Stevens. "Carol Brewer's Investments." Harvard Business School Case 204-017, July 2003. (Revised January 2004.)
- February 2003 (Revised April 2003)
- Case
Roman Catholic Diocese of San Jose, The
By: Allen S. Grossman and Christina Darwall
Patrick J. McGrath, the bishop of the healthy and growing San Jose diocese, is pioneering the use of long-term, business-like strategic planning to better deliver on his churches' core mission. The adopted plan addresses issues at the heart of how the diocese is...
View Details
Keywords:
Financial Management;
Innovation Strategy;
Leadership;
Growth Management;
Success;
Performance Effectiveness;
Strategic Planning;
Problems and Challenges
Grossman, Allen S., and Christina Darwall. "Roman Catholic Diocese of San Jose, The." Harvard Business School Case 303-069, February 2003. (Revised April 2003.)
- December 2002 (Revised October 2013)
- Case
Williams, 2002
Williams, a Tulsa, Oklahoma-based firm in various energy businesses, must decide whether to accept a financing package offered by Berkshire Hathaway and Lehman Brothers. The proposed one-year credit facility would provide the firm with financial resources in a...
View Details
Keywords:
Financial Management;
Crisis Management;
Credit;
Capital Structure;
Financial Strategy;
Financing and Loans;
Financial Instruments;
Energy Industry;
United States
Coval, Joshua, Robin Greenwood, and Peter Tufano. "Williams, 2002." Harvard Business School Case 203-068, December 2002. (Revised October 2013.)
- November 2002 (Revised November 2006)
- Case
Tax-Motivated Film Financing at Rexford Studios
By: Mihir A. Desai, Gabriel J. Loeb and Mark Veblen
The head of production for Rexford Studios must analyze the terms and value consequences of an international financing involving a German film fund. The financing involves a sale-leaseback structure where international tax rules give rise to a sizable economic pie that...
View Details
Keywords:
International Finance;
Financing and Loans;
Taxation;
Cash Flow;
Financial Strategy;
Financial Management;
Competition;
Film Entertainment;
Entertainment and Recreation Industry;
Financial Services Industry;
Germany
Desai, Mihir A., Gabriel J. Loeb, and Mark Veblen. "Tax-Motivated Film Financing at Rexford Studios." Harvard Business School Case 203-005, November 2002. (Revised November 2006.)
- October 2002 (Revised August 2004)
- Case
Canary Wharf
By: William J. Poorvu, Arthur I Segel and Camille Douglas
On September 25, 2002, Peter Anderson was due to meet with Morgan Stanley in ten minutes. Anderson had been the finance director of Canary Wharf Group (CWG) since Paul Reichmann and a group of investors had repurchased Canary Wharf in 1995. Anderson had joined Olympia...
View Details
Keywords:
Entrepreneurship;
Negotiation;
Business or Company Management;
Financial Management;
Financial Strategy;
Financing and Loans;
Crisis Management;
Problems and Challenges;
Insolvency and Bankruptcy;
Success
Poorvu, William J., Arthur I Segel, and Camille Douglas. "Canary Wharf." Harvard Business School Case 803-058, October 2002. (Revised August 2004.)
- September 2002 (Revised October 2002)
- Case
Corporate Inversions: Stanley Works and the Lure of Tax Havens
By: Mihir A. Desai, James R. Hines, Jr and Mark Veblen
In response to Stanley Work's announcement that it is moving to Bermuda--and the associated jump in market value--a major competitor sets out to determine how the market is valuing the consequences of moving to a tax haven and whether his company should invert to a tax...
View Details
Keywords:
Financial Management;
Taxation;
Financial Strategy;
Credit Derivatives and Swaps;
International Finance;
Valuation;
Financial Markets;
Financial Statements;
United States
Desai, Mihir A., James R. Hines, Jr, and Mark Veblen. "Corporate Inversions: Stanley Works and the Lure of Tax Havens." Harvard Business School Case 203-008, September 2002. (Revised October 2002.)
- September 2002
- Case
Abercrombie & Kent
By: Frances X. Frei, Brian Corbett, Mark Partin and Daniel Rethazy
Describes Abercrombie & Kent, the outdoor adventure company that has provided services throughout the entire history of the outdoor adventure industry. Provides an opportunity to learn how the company successfully grown into a premier player in the industry by adapting...
View Details
Keywords:
History;
Financial Management;
Activity Based Costing and Management;
Service Operations;
Marketing Reference Programs;
Product Development;
Business Growth and Maturation;
Balance and Stability;
Marketing Channels;
Transportation;
Growth and Development Strategy;
Travel Industry
Frei, Frances X., Brian Corbett, Mark Partin, and Daniel Rethazy. "Abercrombie & Kent." Harvard Business School Case 603-002, September 2002.
- August 2002 (Revised February 2003)
- Case
Myteam.com
By: John T. Gourville, Joseph B. Lassiter III and Taslim Pirmohamed
Elliot Katzman is faced with the need to raise cash and cut spending to develop his online amateur sports software application, Myteam.com. Even with powerful allies such as Little League and Coca-Cola, "big deals with big players" had not kept the company from running...
View Details
Keywords:
Cash Flow;
Financial Management;
Leadership Style;
Crisis Management;
Resource Allocation;
Alliances;
Sports;
Web Sites;
Sports Industry;
Web Services Industry
Gourville, John T., Joseph B. Lassiter III, and Taslim Pirmohamed. "Myteam.com." Harvard Business School Case 503-026, August 2002. (Revised February 2003.)
- December 2001 (Revised April 2003)
- Case
Financing PPL Corporation's Growth Strategy
By: Benjamin C. Esty and Carrie Ferman
PPL Corp., an electric utility in Pennsylvania, needs to finance $1 billion of peaking plants as part of its new growth strategy. In February 2001, Steve May, director of finance for PPL's Global Division, is responsible for recommending a finance plan. After...
View Details
Keywords:
Financial Management;
Financial Instruments;
Project Finance;
Financial Strategy;
Corporate Finance;
Leasing
Esty, Benjamin C., and Carrie Ferman. "Financing PPL Corporation's Growth Strategy." Harvard Business School Case 202-045, December 2001. (Revised April 2003.)
- October 2001 (Revised November 2001)
- Case
Provident Life and Accident Insurance: The Acquisition of Paul Revere
By: Mihir A. Desai, Frank Williamson, Mark Veblen and Yuming Zou
Provident Life & Accident Insurance Co. has made an initial bid to acquire a primary competitor, Paul Revere, from conglomerate, Textron. The due diligence process uncovers a significant block of problematic disability insurance policies. Provident is forced to assess...
View Details
Keywords:
Insurance;
Financial Management;
Mergers and Acquisitions;
Policy;
Investment;
Business Strategy;
Cash Flow;
Price;
Bids and Bidding;
Financial Reporting;
Business Conglomerates;
Insurance Industry;
Service Industry
Desai, Mihir A., Frank Williamson, Mark Veblen, and Yuming Zou. "Provident Life and Accident Insurance: The Acquisition of Paul Revere." Harvard Business School Case 202-044, October 2001. (Revised November 2001.)
- February 2001
- Case
California PERS (B)
By: Jay O. Light, Jay W. Lorsch, James O. Sailer and Katharina Pick
The largest state pension fund continues the evolution of its approach to corporate governance contemplating "relationship investing" and other new approaches.
View Details
Keywords:
Investment;
Corporate Governance;
Financial Management;
Asset Management;
Business and Shareholder Relations;
Investment Funds;
Financial Services Industry;
California
Light, Jay O., Jay W. Lorsch, James O. Sailer, and Katharina Pick. "California PERS (B)." Harvard Business School Case 201-091, February 2001.
- November 2000 (Revised July 2019)
- Teaching Note
Cafes Monte Bianco: Building a Profit Plan
By: Robert Simons and Indra Reinbergs
Teaching Note for (9-198-088).
View Details
- August 2000 (Revised December 2003)
- Case
Dell's Working Capital
By: Richard S. Ruback and Aldo Sesia
Dell Computer Corp. manufactures, sells, and services personal computers. The company markets its computers directly to its customers and builds computers after receiving a customer order. This build-to-order model enables Dell to have much smaller investment in...
View Details
Ruback, Richard S., and Aldo Sesia. "Dell's Working Capital." Harvard Business School Case 201-029, August 2000. (Revised December 2003.)
- June 2000 (Revised September 2000)
- Case
Amazon.com: Exploiting the Value of Digital Business Infrastructure
By: Lynda M. Applegate and Meredith Collura
Enables a thorough analysis of Amazon.com and the company's value proposition, in terms of its business concept, digital business capabilities, and community and shareholder value. Examines the company's complex set of business models and web of business relationships,...
View Details
Keywords:
Entrepreneurship;
Asset Pricing;
Capital;
Financial Management;
Technological Innovation;
Business or Company Management;
Growth and Development Strategy;
Relationships;
Competitive Strategy;
Information Technology Industry;
Web Services Industry
Applegate, Lynda M., and Meredith Collura. "Amazon.com: Exploiting the Value of Digital Business Infrastructure." Harvard Business School Case 800-330, June 2000. (Revised September 2000.)