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ASOS PLC
Wells, John R.; Ellsworth, GabrielCase HBS-716449-EStrategyLaunched in 2000, ASOS was one of the world's largest online fashion specialists in 2016. Focusing on young consumers aged 16-25 years, the company offered over 80,000 items on its websites, many times more than the largest fashion stores, and added several thousand new lines every week. Based in the United Kingdom, ASOS shipped products to 240 countries and territories, and international sales represented more than 50% of total revenues. But whe...Starting at €8.20
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Martingale Asset Management LP in 2008, 130/30 Funds, and a Low-Volatility Strategy (Spanish version)
Viceira, Luis M.; Tung, Helen H.Case HBS-218S15FinanceIn early July of 2008, William (Bill) Jacques, Chief Investment Officer at Martingale Asset Management, a quantitative value-oriented investment manager in Boston, Massachusetts, was busy preparing for an upcoming meeting with the group that made new product decisions within the firm. The objective of the meeting was to review the backtesting and real-time investment results of a new minimum-variance strategy within the framework of a 130/30 fund...Starting at €8.20
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Matrix Capital Management (C)
Baker, Malcolm P.; Lane, DavidCase HBS-211060-EFinanceBen Balbale, a partner at hedge fund Matrix Capital, must decide whether to exit their investment in Rovi Corporation, a company with a diverse portfolio of patents used primarily for digital interactive guides. Rovi's shares are up over 50% from the time Balbale initiated a position in the middle of 2009.Starting at €5.74
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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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S&P Indices and the Indexing Business in 2012
Viceira, Luis M.; Wagonfeld, Alison BerkleyCase HBS-213049-EFinanceIn June 2012, Standard & Poor's Indices is finalizing a deal with the CME Group, the largest global exchange for futures and options and majority owner of Dow Jones Indexes, to combine their respective indices business into a new joint venture called S&P Dow Jones Indices. This case discusses the index provider business model through the lenses of this transaction: sources of revenue and profitability, business valuation, uses of indexes in the m...Starting at €8.20
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Clare College: Seeking Investment Opportunity in a Financial Crisis
Viceira, Luis M.; Chambers, David; Dimson, ElroyCase HBS-216015-EFinanceStarting at €8.20
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Prudential Financial and Asset-Liability Management
Seasholes, Mark; Sunderam, Adi; Viceira, Luis M.; Chien, Emily A.Case HBS-216076-EFinanceHow should a retirement fund that must make fixed payments to retirees invest its portfolio? This case introduces students to a variety of concepts in fixed income investing, focusing how on the need to make fixed payments changes portfolio management strategy. Students consider the advantages and disadvantages of asset-liability matching as an investment strategy and learn how to implement such a strategy in practice.Starting at €8.20
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U.S. Retirement Savings Market and the Pension Protection Act of 2006
Viceira, Luis M.Case HBS-207130-EFinanceProvides an overview of the evolution of the private retirement savings market in the U.S. since 1990; the management and administration of defined-contribution (DC) plans; the existing evidence about the investment and savings decisions of participants in DC plans; and the Pension Protection Act of 2006.Starting at €8.20
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Zillow Offers: Winning Online Real Estate 2.0, Teaching Note
Di Maggio, Marco; Viceira, Luis M.; Kelley, JuliaTeaching Note HBS-221071-EFinanceTeaching note for case 220021.Starting at €0.00
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The Quiet Ascension of LA Fitness
Wells, John R.; Ellsworth, GabrielCase HBS-717424-EStrategyIn 2016, LA Fitness was the largest chain of non-franchised fitness clubs in North America, operating 676 clubs, serving 4.9 million members, and generating revenues of over $1.9 billion. Founded by Chinyol Yi, Louis Welch, and Paul Norris in 1984, the privately held company revealed little about its future plans or its operations, leading one journalist to write of "the quiet ascension of LA Fitness." However, it continued to expand aggressively...Starting at €8.20