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Tesla: The Solarcity Acquisition
Zhichuan (Frank) Li; Tomiwa AdemidunCase IVEY-9B17N011-EFinanceIn mid-2016, the chief executive officer of Tesla, a U.S. manufacturer of electric cars, was interested in acquiring SolarCity, a U.S. solar power manufacturer and distributor. Both Tesla and SolarCity operated in young, high-growth industries; however, despite their high growth rates, both companies were also losing money every year. Both companies had similar products and could be a strong strategic fit. The chief executive officer needed to co...Starting at €8.20
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Identifying Industries through Financial Statement Analysis: Pakistan 2017
Imran Yousaf; Zhichuan (Frank) Li; Aaqib NawazCase IVEY-9B21B012-EAccounting and Control, FinanceThis exercise provides the financial data of eight major companies operating in Pakistan in 2019 and listed on the Pakistan Stock Exchange. It also provides a list of eight of the country’s main industries. Identify which company operated within which industry to test your understanding of how a company’s financial data can be specific to a particular industry. Using only financial figures, can you identify within which industry each company oper...Starting at €8.20
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The Long and Short of Apollo Group and the University of Phoenix (A)
Viceira, Luis M.; Heilprin, Joel L.; Holmes, Andrew S.; Zajac, Damian M.Case HBS-212045-EFinanceTo maximize their effectiveness, color cases should be printed in color. A hedge fund is deciding whether to liquidate its position in Apollo Group, a for-profit education firm, in light of significant political and macro-economic uncertainty facing the industry. As part of the investment analysis a complete discounted cash flow analysis must be performed.Starting at €8.20
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Identifying Industries: Financial Statement Analysis and Financial Ratio Analysis
Zhichuan (Frank) Li; Imran Yousaf; Aaqib NawazCase IVEY-W25421-EAccounting and Control, FinanceStudents were provided with the financial data for 10 major companies listed on the New York Stock Exchange in 2019. They were also given a list of 10 major industries. As an exercise, students were then asked to identify which company operated within which industry. The exercise would test the students' understanding of how a company’s financial data can be specific to a particular industry. Using only financial figures, could the student identi...Starting at €8.20
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Divesting Harvard's Endowment
Green, Daniel; Viceira, Luis M.; Fetter, HollyCase HBS-221009-EFinance1) Should the University alter its endowment's portfolio to meet broader social objectives, and 2) If so, how should it integrate climate objectives, or ESG considerations more generally, into its investment strategy and portfolio construction? In the case, the University is being advised on these questions by Nicole Abramson, an investment management professional specializing in ESG products. To formulate her recommendation, Abramson considers ...Starting at €8.20
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Green Trend: The Road to an Overseas Red-Chip IPO
Jun Jiang; Zhichuan (Frank) Li; Zhi Qiang YangCase IVEY-9B20N007-EEntrepreneurship, Finance, StrategyIn July 2019, Green Trend Holdings Co. Ltd. (Green Trend) faced a difficult situation with regard to flaws in the preparation of its proposed initial public offering on the Stock Exchange of Hong Kong. According to the remedy measures raised by the underwriter facilitating the initial public offering process, Green Trend needed to raise additional capital of ¥1 billion with a proposed annual interest rate of about 30 per cent. Of course, the comp...Starting at €8.20
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Liz Motor Corp: Capital Budgeting for an ESG Project
Zhichuan (Frank) Li; Bob CahillCase IVEY-W32397-EAccounting and Control, FinanceAnnie Anthony, the chief financial officer of Liz Motor Corp. (Liz), was attempting to use capital budgeting to evaluate an environmental, social, and governance (ESG) project using all the available quantitative and qualitative information. Anthony had planned an ESG project, which would help the company adopt solid-state battery technology for most Liz electric vehicles and reduce the carbon footprint of electric vehicle batteries by 39 per cen...Starting at €8.20
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Windward Investment Management
Viceira, Luis M.; De Armas, RicardoCase HBS-211005-EFinanceTo maximize their effectiveness, color cases should be printed in color. Windward Investment Management has experienced rapid growth in assets under management in just ten years, from under $30 million at year end 1999 to $3.6 billion in 2010. Windward is one of the leading firms in the Registered Investment Advisor (RIA) industry that seeks to value for its investors through asset diversification and active macro-level investing. The firm implem...Starting at €8.20
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Vanguard Group, Inc., in 2006 and Target Retirement Funds
Viceira, Luis M.Case HBS-207129-EFinanceThe Vanguard Group is one of the largest asset managers in the U.S., with over $1 trillion in assets, ninety percent of which are mutual fund assets, and more than 12,000 employees at year-end 2006. Vanguard has built a strong reputation as the manager of reference for low-cost investing and high-quality customer service which always does what it thinks is best for its clients. Vanguard has recently launched a family of life-cycle funds called Ta...Starting at €8.20
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Imaam Spinning Mills: Cost of Capital of a Private Company
Aaqib Nawaz; Imran Yousaf; Zhichuan (Frank) LiCase IVEY-W34046-EAccounting and Control, FinanceOn January 2, 2018, the chief executive officer of a private company in Karachi, Pakistan, Imaam Spinning Mills (Imaam), was planning to expand the company’s product line and enter the weaving business by setting up a new weaving plant. He asked his chief financial officer to conduct a financial evaluation financial evaluation of the project. To do so, she needed to calculate the weighted average cost of capital, using the comparative method to c...Starting at €8.20