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  • Writing to Reflect: Mindful Leadership in the Face of Change

    Writing to Reflect introduces the use of writing as an aid to creative and critical thinking in the context of leading change. The note explains how the process of reflective writing slows thinking and encourages improved skills in sense-making, analysis, decision-making, and meta-cognition. Included are ideas on how to get started and 13 writing prompts related to leading change.
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  • A Strait of Uncertainty: Taiwan's Development in the Shadow of China

    Relations between the People's Republic of China (PRC), on the Chinese Mainland, and the Republic of China (ROC), on Taiwan, had improved significantly since 2008. Taiwan investment in China had played a major role in China's economic boom in recent decades. Investments, partnerships, study, travel, and marriages across the Strait pointed to a future of ever-greater interaction between two parties that brought Asia to the brink of war three times in the last half-century (1954, 1958, 1996). But what does the future hold? Will Taiwan thrive and yet maintain its autonomy as a part of the broader economy of "Greater China"? Will economic integration lead, inexorably, to Taiwan's incorporation into the People's Republic of China? Or will the 2016 electoral backlash in Taiwan against integration with the Mainland embolden the new Taiwan leadership to seek a future for Taiwan separate from China?
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  • Introduction to Consumer Credit

    This note reviews a variety of shorter-term consumer credit products in the U.S. with an emphasis on the types of products that low and moderate-income consumers use. Included here are the following: credit cards, bank overdraft products, payday lending, personal loans and peer-to-peer lending, home-equity lending, rent-to-own contracts, auto-title lending, pawnbroking, refund-anticipation loans, informal lending.
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  • Note on Postmerger Integration

    Approximately 65% to 85% of mergers fail. That's a startling statistic. While there are myriad reasons why mergers are not successful, in many cases the reason is simple: a failure to develop and execute an appropriate postmerger integration (PMI) strategy. Clues to successful PMIs can be gleaned from the 15% to 35% of mergers that do succeed; this note contains some tips and best practices distilled from those successes. Because every company and every merger is different, this collection of practices is by no means exhaustive. Instead, its purpose is to serve as a starting point for the creation of a well-tailored strategy for a firm planning to undertake the assimilation of an acquisition into a new, combined entity.
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  • Note on Socially Responsible Investing

    This note describes Socially Responsible Investing, providing a brief history, description of different socially responsible investing approaches, and overview of selected players and institutions involved in the socially responsible investing field. It has been written to provide background for the case study on Generation Investment Management.
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  • Your Social Network over Time

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  • Business and Human Rights

    This note addresses some of the most frequently asked questions about the relation between human rights and business. Topics include the definition of human rights, the business leader's role regarding human rights, and legal liability of companies and executives for violating human rights.
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  • Basic Techniques for the Analysis of Customer Information Using Excel 2007: A Step-by-Step Approach

    The objective of this note is to provide a set of easy, step-by-step guides for some analytical techniques that are useful in the analysis of cases discussed in the course "Competing and Winning through Customer Information" (CWCI). The instructions that follow use datasets from three of the cases in the course: "Slots, Tables, and All That Jazz: Managing Customer Profitability at the MGM Grand Hotel," HBS No. 106-029, "MercadoLibre.com," HBS No. 106-057, and "Bancaja: Developing Customer Intelligence (A)," HBS No. 107-055. These datasets are available upon request from the author.
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  • A Note on the Legal and Tax Implications of Founders' Equity Splits

    This note summarizes key legal and tax issues that founders should consider as they contemplate an equity split and ownership structure. Specific issues covered include: why founders should not delay splitting the equity, and whether they should involve an attorney or accountant when they do; the importance of considering intellectual property (IP) issues when splitting the equity and the need to do so consistent with Section 351 of the Internal Revenue Code; and the need to make timely and valid Section 83(b) elections if the founders adopt vesting as part of the equity split.
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  • Note on Valuing Control and Liquidity in Family and Closely Held Firms

    Most companies around the world are family-controlled and/or closely held. The need to value these companies routinely arises in practice for a variety of reasons, e.g ., to buy out minority shareholders; for gift and estate tax purposes; to tie executive compensation to firm performance; to raise outside capital; or to sell the company outright. However, these companies present certain unique characteristics that can make standard valuation methods inappropriate for them.
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  • A Note on Statistics and the Law

    This note presents an overview of ways in which statistical arguments are used in court cases. Topics covered include linear regression, significance, independence, bias, conditional probability, Baye's Theorem and inversion of conditional probabilities. In addition to these topics, the note contains a number of true examples where statistical reasoning has been used or misused as part of a legal argument.
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  • Note on Patents - 2002

    The purpose of this note is to provide a brief non-technical introduction to the field of patents and their commercial implications. The note takes the perspective of the investor (entrepreneur) by describing the process of registering patents, the potential pitfalls and the possible economic benefits of having a patent.
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  • Financial Networks and Informal Banking in China: From Pawnshops to Private Equity

    Provides an analysis of why informal financial networks and institutions still play an extremely important role in China's economy in the 21st century. Although China has emerged as one of the fastest growing economies in the world, it still suffers from a weak financial system dominated by state-controlled banks and severely limited access to capital for private entrepreneurs and consumers. The case shows how the political climate, economic regulatory environment and social attitudes towards lending practices have shaped the approach to and structure of financing private enterprises over time. It also addresses the response of the Chinese government to the resilient curb market in the context of the economic reforms and policy changes for the banking and financial sector.
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  • MBA Writing Diagnostic

    This note delineates proper writing mechanics-issues of style and organization-in a business-school context. Rather than touch up on the many forms of business writing, it focuses instead on how to write cogently, succinctly, and correctly in a business, and business school, setting.
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  • Moral Theory and Frameworks

    This technical note outlines background theories of ethics that are relevant to managerial decision-making and develops a framework that managers can use to enhance their ability to make good choices.
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  • An Introduction to Ethics

    This technical note provides an introduction to the some of the key concepts of ethics relevant to thinking about business.
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  • Moral Relativism

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  • Introduction to Supply Chain Management

    This note provides an introduction to supply chain management. The note examines the fundamentals of supply chain management and provides a framework for choosing the right supply chain to fit the product a company is making and the environment it is in. Using examples of companies such as P&G, Dell, Zara, Seven Eleven Japan (SEJ) the note describes how a successful supply chain strategy can provide companies with increased market share, reduced costs, and improved customer service. The note can be used as an introduction reading for courses focusing on supply chain management or in operations management courses that include a supply chain module.
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  • The Great Moderation, Dead or Alive?

    The Great Moderation is a significant decline in the volatility of fluctuations in most macroeconomic variables that the United States and other developed and developing economies have experienced at least since the mid 1980s. This case describes the basic facts, presents contending explanations and explores the consequences of the Great Moderation for the likely amplitude of future business cycles.
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  • Note on Budgeting

    This note introduces the process of preparing a budget and using the budget as a management tool to non-business students.
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