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Costco Wholesale Corporation Financial Statement Analysis (A)
McNichols, Maureen; Tayan, BrianCase SGSB-A186A-EFinanceA financial statement, ratio analysis involving a high-growth retail company. An individual shareholder in the Costco Wholesale Corp. is trying to evaluate the operational performance of the business she has invested in over the last five years. She seeks to answer two questions: Has Costco become more or less efficient over this time period? And how has it financed its growth? She organizes her analysis into three parts: common-size financial st...Starting at €8.20
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McKinsey & Co.-Protecting its Reputation (B) (Spanish version)
Lorsch, Jay W.; McTague, EmilyCase HBS-420S12Leadership and People ManagementOn Tuesday March 15, 2011, all 1,200 global Partners of McKinsey & Co. gathered at the Gaylord National Hotel & Convention Center near Washington, DC for their annual Partners' conference. The atmosphere was tense as Partners, in addition to their normal agenda, discussed the Galleon Group insider-trading trial and the recent allegations against the Firm's former Managing Director, Rajat Gupta. Three months earlier Senior Partner, Anil Kumar, ple...Starting at €5.74
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McKinsey & Co.-Protecting its Reputation (A) (Spanish version)
Lorsch, Jay W.; McTague, EmilyCase HBS-415S21Leadership and People ManagementOn Tuesday March 15, 2011, all 1,200 global Partners of McKinsey & Co. gathered at the Gaylord National Hotel & Convention Center near Washington, DC for their annual Partners' conference. The atmosphere was tense as Partners, in addition to their normal agenda, discussed the Galleon Group insider-trading trial and the recent allegations against the Firm's former Managing Director, Rajat Gupta. Three months earlier Senior Partner, Anil Kumar, ple...Starting at €8.20
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Hess Corporation
Lorsch, Jay W.; Durante, KathleenCase HBS-413126-ELeadership and People ManagementOn January 29, 2013, Elliott Management, a hedge fund run by Paul E. Singer that owned 4.5% of Hess Corporation stock, put forward a slate of five independent directors it wanted elected to improve the company's performance. Elliott argued that Hess lacked focus and was distracted by ventures outside its core exploration and production business. Further it argued that John Hess, CEO and son of the founder, of being more interested in "maintaining...Starting at €8.20
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Relational Investors and Home Depot (B)
Lorsch, Jay W.; Simpson, KaitlynCase HBS-409082-ELeadership and People ManagementStarting at €5.74
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Forestry and Timberland: Impact Investment Analysis
Foroughi, Jaclyn; McNichols, MaureenCase SGSB-SI156-EInnovation and ChangeMuch like the famous philosophical thought experiment, impact investing raises questions about perception, observation, and reality. What is our sense that an investment results in social, environmental, and financial return? What changes can we observe taking place? What is the state of the situation as it exists (perhaps by measurement)? This case study applies this framework to our analysis of the social, environmental, and financial impact of...Starting at €8.20
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Nuveen and the Seychelles Blue Bond: Analayzing a Public Fixed Income Impact Investment
Foroughi, Jaclyn; McNichols, MaureenCase SGSB-SI163-EInnovation and ChangeIn 2016, Stephen M. Liberatore, CFA, lead portfolio manager for and head of Nuveen’s impact fixed income strategies, received a phone call from the World Bank. The call was not unusual; in fact, Nuveen had collaborated with the World Bank in the past as lead investor on a new type of Green Bond for the World Bank’s private sector arm, the International Finance Corporation (IFC). While Green Bonds had been in existence for nearly a decade, the IFC...Starting at €8.20
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Homecoming Capital: Developing an Impact Strategy
McNichols, Maureen; Foroughi, JocelynCase SGSB-SI159-EInnovation and ChangeIn April 2019, just two months shy of his graduation from Stanford Graduate School of Business (“Stanford”), Cody Evans was looking forward to converting his professional and academic experiences to real-world impact. Having worked at both the largest private equity firm in the world and an energy infrastructure developer in Africa, Evans brought a unique blend of investment rigor and entrepreneurial spirit to Stanford. More importantly, he was d...Starting at €8.20
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Nonprofit Business Models and Financial Statement Relationships (A)
McNichols, Maureen; Foroughi; JaclynCase SGSB-SI137A-EBusiness Ethics and Corporate Social ResponsibilityThorough analysis of various nonprofit business models requires an understanding of each firm’s economic characteristics. The relations between various financial statement items provide evidence of many of these economic characteristics. This case presents the “common-size” condensed annual balance sheet, income, and cash flow statements for eight nonprofit firms in the U.S. for the 2018 or 2019 fiscal year (compiled from either audited financi...Starting at €8.20
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Nonprofit Business Models and Financial Statement Relationships (B) - Teaching note
McNichols, Maureen; Foroughi; JaclynTeaching Note SGSB-SI137BTN-EBusiness Ethics and Corporate Social ResponsibilityThorough analysis of various nonprofit business models requires an understanding of each firm’s economic characteristics. The relations between various financial statement items provide evidence of many of these economic characteristics. This case presents the “common-size” condensed annual balance sheet, income, and cash flow statements for eight nonprofit firms in the U.S. for the 2018 or 2019 fiscal year (compiled from either audited financi...Starting at €0.00