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Celgene (B)
Baker, Malcolm P.; McComb, Emily R.Case HBS-218099-EFinanceIn February 2011, Adam Koppel, a Managing Director at Brookside Capital, the public equity arm of Bain Capital, must decide whether to increase or exit the firm's position in Celgene Corporation. News has emerged that raises potential safety concerns associated with Celgene's key drug, Revlimid. In response, Celgene's share price has traded down 20% in the last two months, and is now almost 10% below the level where Brookside made their initial i...Starting at €5.74
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Behavioral Finance at JP Morgan (Spanish version)
Baker, Malcolm P.; Sesia, AldoCase HBS-209S12FinanceFollowing a successful model in Europe, JP Morgan has introduced a set of five U.S. retail mutual funds with an investment philosophy and marketing strategy grounded in behavioral finance. The asset management group believes that understanding investor biases like overconfidence, anchoring, and loss aversion is key to generating returns on the investment side and educating clients on the advisory side.Starting at €8.20
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Bonos convertibles de Wells Fargo
Baker, Malcolm P.; Kind, LizCase HBS-214S04FinanceHoward Atkins, el director financiero de Wells Fargo, está considerando emitir $ 3 mil millones en deuda convertible. Con una calificación de crédito de grado de inversión, Wells Fargo no es la típica emisor de valores convertibles, pero las condiciones del mercado en 2003 son inusuales. La fuerte demanda de los dos fondos de cobertura de arbitraje convertibles y fondos mutuos de renta parece crear una oportunidad para que Wells Fargo para reunir...Starting at €8.20
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Fortress Investment Group
Baker, Malcolm P.; Galvez, Carlos; Quinn, JamesCase HBS-208080-EFinanceCEO Wesley Edens and the five Fortress principals are contemplating a move unprecedented in the industry: Becoming the first hedge fund and private equity firm to complete an IPO on the New York Stock Exchange (NYSE). This case examines potential reasons for a leading alternative investment firm to go public, including the firm's own rationale relating to "people, permanence, currency, and capital," while also providing analyst expectations regar...Starting at €8.20
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Dividend Policy at Linear Technology (Spanish version)
Baker, Malcolm P.; Wagonfeld, Alison BerkleyCase HBS-209S19FinanceIn 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 since its 1986 initial public offering. Sales dropped by 47%, and profits fell by 54%. In the spring of 2003, CFO Paul Coghlan is deciding whether to recommend yet another increase in...Starting at €8.20
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Longbow Capital Partners
Baker, Malcolm P.; Hanson, Samuel G.; Weber, JamesCase HBS-215026-EFinanceLongbow Capital Partners is a value-oriented long/short hedge fund focused on stocks in the energy sector. In January 2011, Longbow invested in NiSource, a Fortune 500 company that owns a diverse portfolio of regulated energy businesses. In late 2014, Longbow was deciding whether or not to maintain its position in NiSource. To make this decision, students must perform a discounted dividend analysis to determine the fundamental value of NiSource's...Starting at €8.20
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Dogs of the Dow
Baker, Malcolm P.; Hanson, Samuel G.; Weber, JamesCase HBS-215020-EFinanceThis case describes the Dogs of the Dow investment strategy, value investing, and using dividend yields as a means to determine intrinsic value. It also describes exchange traded notes and a particular exchange traded note, known as the Dogs of the Dow, which tracks the performance of the 10 highest yielding stocks of the 30 stocks that make up the Dow Jones Industrial Average (DJIA). The case provides share price data, dividend data, and financi...Starting at €8.20
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Restructuring JAL
Baker, Malcolm P.; Sunderam, Adi; Sato, Nobuo; Kanno, AkikoCase HBS-214055-EFinanceHideo Seto, the recently appointed chairman of the investment committee of the Enterprise Turnaround Initiative Corporation, must decide whether to push JAL group, Japan's largest airline, into bankruptcy or to act as a sponsor in an out-of-court restructStarting at €8.20