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  • January 2022 (Revised March 2022)
  • Teaching Note

New Constructs: Disrupting Fundamental Analysis with Robo-Analysts
By: Charles C.Y. Wang and Albert Shin
Teaching Note for HBS Case No. 118-068.  View Details
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  • 2020
  • Working Paper

Design Rules, Volume 2: How Technology Shapes Organizations: Chapter 2 Transactions in a Task Network
By: Carliss Y. Baldwin
From the 1930s through today, many economists have conceived of large technical systems for the production of goods and services as a series of transactions. This point of view has led eminent economists to assert that transactions are the fundamental unit of analysis...  View Details
Keywords: Modularity; Information Technology; Organizations
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  • August 2020
  • Technical Note

Comparing Two Groups: Sampling and t-Testing
By: Iavor I Bojinov, Chiara Farronato, Yael Grushka-Cockayne, Willy C. Shih and Michael W. Toffel
This note describes sampling and t-tests, two fundamental statistical concepts.  View Details
Keywords: Statistics; Econometric Analyses; Experimental Methods; Data Analysis; Data Analytics; Analytics and Data Science; Analysis; Surveys; Mathematical Methods
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  • 2019
  • Book

The Economic Turn: Recasting Political Economy in Enlightenment Europe
By: Steven L. Kaplan and Sophus A. Reinert
The mid-eighteenth century witnessed what might be dubbed an “economic turn” that resolutely changed the trajectory of world history. From the birth of new agricultural practices and the foundation of private societies to the sustained and popular theorization of...  View Details
Keywords: Economic Systems; Trade; History; Markets; Society; France; Europe
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  • 2019
  • Chapter

Spatial Agglomeration and Superstar Firms: Firm-level Patterns from Europe and U.S.
By: Laura Alfaro, Maggie X. Chen and Harald Fadinger
We characterize the agglomeration patterns of industries and plants in Europe, distinguishing Eurozone countries and the United States. Using a micro-level index, we quantify the degree of geographic concentration in industrial activities and explore how firm...  View Details
Keywords: Agglomeration; Patterns; Industry Clusters; Europe; United States
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  • August 2018 (Revised September 2018)
  • Case

LendingClub (A): Data Analytic Thinking (Abridged)
By: Srikant M. Datar and Caitlin N. Bowler
LendingClub was founded in 2006 as an alternative, peer-to-peer lending model to connect individual borrowers to individual investor-lenders through an online platform. Since 2014 the company has worked with institutional investors at scale. While the company assigns...  View Details
Keywords: Data Science; Data Analytics; Investing; Loans; Investment; Financing and Loans; Analytics and Data Science; Analysis; Forecasting and Prediction; Business Model
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  • June 2018
  • Case

American Airlines' Value Pricing (Abridged)
By: Alvin J. Silk and Sunil Gupta
This is an abridged version of the 1992 case where American Airlines (AA) launched "Value Pricing" in an attempt to simplify the pricing structure of the airline industry. AA expected that this plan would benefit not only consumers, but also AA and the entire airline...  View Details
Keywords: Consumer Marketing; Market Segmentation; Pricing; Pricing Strategy; Demand Analysis; Competition; Marketing; Segmentation; Price; Strategy; Demand and Consumers; Analysis; Air Transportation Industry
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  • February 2018 (Revised June 2021)
  • Case

New Constructs: Disrupting Fundamental Analysis with Robo-Analysts
By: Charles C.Y. Wang and Kyle Thomas
This case highlights the business challenges associated with a financial technology firm, New Constructs, that created a technology that can quickly parse complicated public firm financials to paint a clearer economic picture of firms, remove accounting distortions,...  View Details
Keywords: Fundamental Analysis; Machine Learning; Robo-analysts; Financial Statements; Financial Reporting; Analysis; Information Technology; Accounting Industry; Financial Services Industry; Information Technology Industry; North America; Tennessee
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  • August 2017 (Revised August 2018)
  • Case

The Oakland Athletics: Strategy & Metrics for a Budget
By: Srikant M. Datar and Caitlin N. Bowler
This case considers Oakland Athletics General Manager Billy Beane’s data driven and, in baseball circles unconventional, approach to winning games over the duration of the long Major League Baseball season. Beane’s critical approach to crafting strategy within his...  View Details
Keywords: Data Analysis; Metrics; Data Science; Analytics and Data Science; Analysis; Measurement and Metrics; Competitive Strategy; Organizational Culture; Sports Industry
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  • 2017
  • Working Paper

Cluster Mapping as a Tool for Development
By: Christian H.M. Ketels
This report builds on the foundational work on cluster mapping that Prof. Michael E. Porter has led at the Institute for Strategy and Competitiveness (ISC), Harvard Business School over the last two decades. He launched the U.S. Cluster Mapping Initiative in the late...  View Details
Keywords: Industry Clusters; Development Economics
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  • 2017
  • Working Paper

Structural Transformation: A Competitiveness-based View
By: Christian H.M. Ketels
Competitiveness research aims to enhance our understanding of the drivers of prosperity differences across locations and of policies that can sustainably raise a location’s prosperity level. The paper outlines key elements of the competitiveness framework and discusses...  View Details
Keywords: Competitiveness; Cluster; Development; Growth; Economic Policy; Competition; Development Economics; Economic Growth; Policy
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  • 2017
  • Other Teaching and Training Material

Financial Accounting Reading: Analyzing Financial Statements
By: Suraj Srinivasan and V.G. Narayanan
Core Curriculum Readings in Financial Accounting cover the fundamental concepts in financial accounting. Many Readings include videos and Interactive Illustrations to help students master complex concepts.
This reading helps students understand that financial...  View Details
Keywords: Financial Ratios; Financial Statements; Analysis; Accounting
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  • 2017
  • Other Teaching and Training Material

Organizational Behavior Reading: Negotiation
By: Max Bazerman, Francesca Gino and Katherine Shonk
Core Curriculum in Organizational Behavior is a series of readings that cover fundamental course material in Organizational Behavior. Readings include videos and interactive illustrations to help students master complex concepts. Managerial, executive, and...  View Details
Keywords: Negotiation; Negotiation Preparation; Analysis; Cross-Cultural and Cross-Border Issues
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  • October 2016 (Revised March 2022)
  • Background Note

Cost Variance Analysis
By: Robert S. Kaplan and Susanna Gallani
This note was written to provide students with fundamental concepts and methods for the analysis of cost variances. It focuses on the decomposition of cost variances into price, quantity, and mix variance components, an approach that allows students to identify the...  View Details
Keywords: Cost Accounting
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  • Article

ESG Integration in Investment Management: Myths and Realities
By: Sakis Kotsantonis, Christopher Pinney and George Serafeim
The authors’ aim in this article is to set the record straight on the financial performance of sustainable investing while also correcting a number of other widespread misconceptions about this rapidly growing set of principles and methods. Myth Number 1:...  View Details
Keywords: ESG; Sustainability; Investment Management; Finance; Corporate Social Responsibility; Integrated Corporate Reporting; Corporate Social Responsibility and Impact; Investment; Environmental Sustainability; Corporate Governance
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  • Article

Can Analysts Assess Fundamental Risk and Valuation Uncertainty? An Empirical Analysis of Scenario-Based Value Estimates
By: Peter R. Joos, Joseph D. Piotroski and Suraj Srinivasan
We use a dataset of sell-side analysts' scenario-based valuation estimates to examine whether analysts reliably assess the risk surrounding a firm's fundamental value. We find that the spread in analysts' state-side contingent valuations captures the riskiness of...  View Details
Keywords: Analyst Forecasts; Scenarios; Uncertainty; Risk and Uncertainty; Valuation; Forecasting and Prediction
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  • 2016
  • Book

Strategy Beyond Markets
By: John de Figueiredo, Michael Lenox, Felix Oberholzer-Gee and Rick Vanden Bergh
Strategy beyond markets has been an active area of research inquiry since the early 1990s. Since its inception, the scholarship emanating from this research stream has grown substantially in quantity, quality, and breadth. Likewise, firms across the world have...  View Details
Keywords: Strategy
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  • 2016
  • Report

Review of Competitiveness Frameworks: An Analysis Conducted for the Irish National Competitiveness Council
By: Christian H.M. Ketels
The report reviews recent research on competitiveness as well as the use of competitiveness frameworks applied in leading international competitiveness rankings and in national competitiveness assessments. The report includes four main parts: The initial chapter...  View Details
Keywords: Competitiveness; Competition; Analysis
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  • Article

An Evaluation of Money Market Fund Reform Proposals
By: Samuel G. Hanson, David S. Scharfstein and Adi Sunderam
U.S. money market mutual funds (MMFs) are an important source of dollar funding for global financial institutions, particularly those headquartered outside the U.S. MMFs proved to be a source of considerable instability during the financial crisis of 2007–2009,...  View Details
Keywords: Balance and Stability; Globalized Markets and Industries; Banks and Banking
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  • February 2015
  • Case

Longbow Capital Partners
By: Malcolm Baker, Samuel G. Hanson and James Weber
Longbow Capital Partners is a value-oriented long/short hedge fund focused on stocks in the energy sector. In January 2011, Longbow had invested in NiSource, a Fortune 500 company that owns a diverse portfolio of regulated energy businesses. In late 2014, Longbow was...  View Details
Keywords: Value Investing; Investment Strategy; Dividend Yield; Intrinsic Value; Dividend Discount Model; Master Limited Partnership; Hedge Fund; Energy Industry; Regulation; Utilities; Finance; Financial Services Industry; United States
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