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This thesis explores how a completely online treatment service can help lower the treatment gap through a financial lens. The thesis then analyzes how an online only model differs from traditional treatment programs with an emphasis on financial data. It includes market models and financial forecasts. The thesis also outlines

This thesis explores how a completely online treatment service can help lower the treatment gap through a financial lens. The thesis then analyzes how an online only model differs from traditional treatment programs with an emphasis on financial data. It includes market models and financial forecasts. The thesis also outlines a business model for an online only treatment center and addresses the financial and operational difficulties in starting such a venture.

ContributorsLefevre, Thomas Owen (Author) / Simonson, Mark (Thesis director) / Shafer, Michael (Committee member) / Department of Finance (Contributor) / Barrett, The Honors College (Contributor)
Created2021-05
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Description

This paper examines the the Small Business Investment Company ("SBIC") program and the Early Stage SBIC program specifically. Fund economics were analyzed and compared to structural details of the program to determine the major factors in the ending of the Early Stage program.

ContributorsDelashmutt, Kyle (Author) / Simonson, Mark (Thesis director) / Licon, Lawrence (Committee member) / Barrett, The Honors College (Contributor) / Department of Finance (Contributor) / Department of Information Systems (Contributor) / School of Accountancy (Contributor)
Created2021-12
Description

This paper serves as an analysis of the current operational conditions of a real-world company – referred to as “Company X” – with respect to the IC substrate industry. The cost of substrates, a crucial component in the production of Company X’s product, has recently diverged from Company X’s predictions

This paper serves as an analysis of the current operational conditions of a real-world company – referred to as “Company X” – with respect to the IC substrate industry. The cost of substrates, a crucial component in the production of Company X’s product, has recently diverged from Company X’s predictions and is contributing to declining profitability. This analysis aims to discover the underlying cause for price divergence and recommend potential resolutions to improve the forecast of substrate costs and profitability. The paper is organized as follows: Chapter 1 is an introduction to IC substrates and the industry as a whole, Chapter 2 is a breakdown of the specific factors responsible for substrate prices, and Chapter 3 delivers a final recommendation to Company X and concludes the paper.

ContributorsO'Loughlin, Connor (Author) / Fares, Ari (Co-author) / Aggarwal, Bianca (Co-author) / King, Camden (Co-author) / Guillaume, Riley (Co-author) / Simonson, Mark (Thesis director) / Hertzel, Mike (Committee member) / Barrett, The Honors College (Contributor) / Department of Finance (Contributor) / School of Mathematical and Statistical Sciences (Contributor)
Created2023-05
Description

Company X once dominated the server chip market, but its share has begun to diminish due to numerous competitors, product delays, and smaller profit margins. This market will only keep growing as advancement and demand for server technologies continues to expand, therefore, regaining market share is of utmost importance for

Company X once dominated the server chip market, but its share has begun to diminish due to numerous competitors, product delays, and smaller profit margins. This market will only keep growing as advancement and demand for server technologies continues to expand, therefore, regaining market share is of utmost importance for Company X. This project analyzes how Company X can look into regaining server market share through a diversion of funds into emerging markets. The paper highlights the importance of being an early entrant into a relatively untapped, promising regional market by addressing the economics, potential consumers, and competition. Analysis of these factors shows the potential net present value (NPV) that can be achieved by increasing investments in India.

ContributorsNguyen, Andre (Author) / Kam, Manton (Co-author) / Amundson, Tegan (Co-author) / Johnson, Tyler (Co-author) / Simonson, Mark (Thesis director) / Hertzel, Michael (Committee member) / Barrett, The Honors College (Contributor) / Department of Finance (Contributor) / Department of Economics (Contributor)
Created2023-05
Description

Company X once dominated the server chip market, but its share has begun to diminish due to numerous competitors, product delays, and smaller profit margins. This market will only keep growing as advancement and demand for server technologies continues to expand, therefore, regaining market share is of utmost importance for

Company X once dominated the server chip market, but its share has begun to diminish due to numerous competitors, product delays, and smaller profit margins. This market will only keep growing as advancement and demand for server technologies continues to expand, therefore, regaining market share is of utmost importance for Company X. This project analyzes how Company X can look into regaining server market share through a diversion of funds into emerging markets. The paper highlights the importance of being an early entrant into a relatively untapped, promising regional market by addressing the economics, potential consumers, and competition. Analysis of these factors shows the potential net present value (NPV) that can be achieved by increasing investments in India.

ContributorsKam, Manton (Author) / Nguyen, Andre (Co-author) / Johnson, Tyler (Co-author) / Amundson, Tegan (Co-author) / Simonson, Mark (Thesis director) / Hertzel, Michael (Committee member) / Barrett, The Honors College (Contributor) / Department of Finance (Contributor) / Department of Information Systems (Contributor) / Economics Program in CLAS (Contributor)
Created2023-05
Description

This thesis explores the benefits of tax loss harvesting by examining the time period from 1999-2000 to determine the potential profits investors could realize from utilizing this strategy. The first step to accomplishing this was to collect data from the past 20-plus years from the SPDR S&P 500 Exchange Traded

This thesis explores the benefits of tax loss harvesting by examining the time period from 1999-2000 to determine the potential profits investors could realize from utilizing this strategy. The first step to accomplishing this was to collect data from the past 20-plus years from the SPDR S&P 500 Exchange Traded Fund (SPY) and its 11 sectors: Energy (XLE), Consumer Staples (XLP), Consumer Discretionary (XLY), Communication Services (XLC), Real Estate (XLRE), Technology (XLK), Utilities (XLU), Materials (XLB), Industrials (XLI), Financials (XLF), and Health Care (XLV). The next step was to clean the data from hundreds of months of opening prices, closing prices, and quarterly dividends into an annual opening price and total annual dividends to calculate a rate of return. Finally, I found the weightings of the S&P 500 and its sectors on January 1st of every year and input this data into a model whose output reflected the growth of a portfolio with and without the use of tax loss harvesting. Once this model was created, I determined the benefits of tax loss harvesting in the present and the value of carrying these losses forward. The outcomes of this thesis solely reflect the benefits of using tax loss harvesting through a passive investment strategy. This research will enrich academic and professional understandings of tax loss harvesting through its clear demonstration of how much tax loss carryforward can be accessed, as well as the opportunity for gains from compounding interest on previous tax savings due to tax loss harvesting.

ContributorsDelgado-McCollum, Stephen (Author) / Simonson, Mark (Thesis director) / Licon, Wendell (Committee member) / Barrett, The Honors College (Contributor) / School of Accountancy (Contributor) / Department of Finance (Contributor)
Created2023-05
Description

This paper serves as an analysis of the current operational conditions of a real-world company – referred to as “Company X” – with respect to the IC substrate industry. The cost of substrates, a crucial component in the production of Company X’s product, has recently diverged from Company X’s predictions

This paper serves as an analysis of the current operational conditions of a real-world company – referred to as “Company X” – with respect to the IC substrate industry. The cost of substrates, a crucial component in the production of Company X’s product, has recently diverged from Company X’s predictions and is contributing to declining profitability. This analysis aims to discover the underlying cause for price divergence and recommend potential resolutions to improve the forecast of substrate costs and profitability. The paper is organized as follows: Chapter 1 is an introduction to IC substrates and the industry as a whole, Chapter 2 is a breakdown of the specific factors responsible for substrate prices, and Chapter 3 delivers a final recommendation to Company X and concludes the paper.

ContributorsGuillaume, Riley (Author) / Aggarwal, Bianca (Co-author) / King, Camden (Co-author) / Fares, Ari (Co-author) / O'Loughlin, Connor (Co-author) / Simonson, Mark (Thesis director) / Hertzel, Michael (Committee member) / Barrett, The Honors College (Contributor) / Department of Finance (Contributor) / Department of Supply Chain Management (Contributor)
Created2023-05
Description

This paper acts as an initiation of coverage report for Offerpad, a technology-based real estate platform headquartered in Chandler, Arizona. The report reviews industry dynamics, analyzes Offerpad's competitive positioning, and uses financial valuation techniques to arrive at a buy recommendation for the company.

ContributorsNance, Jacob (Author) / Simonson, Mark (Thesis director) / Licon, Wendell (Committee member) / Barrett, The Honors College (Contributor) / Dean, W.P. Carey School of Business (Contributor) / Department of Finance (Contributor)
Created2023-05
Description

When you watch a soccer team play, the major determinant of success, wins, attributes to the quality of players and coaches, and consequently the actions they make in a game. The commercial success of a sports business, in some fashion, is affected by those same factors. It is the job

When you watch a soccer team play, the major determinant of success, wins, attributes to the quality of players and coaches, and consequently the actions they make in a game. The commercial success of a sports business, in some fashion, is affected by those same factors. It is the job of an effective sports business to manage financial values in order to maximize the potential for the management of the team. Contracting, in terms of sports management, is a key component for the financial capabilities of every soccer organization, and the valuation of player contracts can be identified as an indicator of success or detriment of a team. The goal of this paper is to explore the current contractual inconsistencies of professional soccer organizations and create a model that projects success based on average player contract and market values. The model summarizes the actual market and contract values from the top 5 leagues over the last 5 years (2018-2023) and segments the data into 4 projections based on UEFA Champions League qualification, top half of total standings, bottom half of total standings, and relegation. This summary is then filtered to establish a range of expected contract and market values for each segment, which in turn can be used as an estimation tool for professional teams to make financial projections for the success of their team.

ContributorsHarris, James (Author) / Simonson, Mark (Thesis director) / Harris Jr., James (Committee member) / Barrett, The Honors College (Contributor) / Department of Finance (Contributor)
Created2023-05
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Description
Opening a business is often an exciting time in one’s life, as they take their business idea into the marketplace. But, most individuals fail to adequately address whether their business can actually succeed before entering the marketplace. The thesis, Creating a Successful Gluten-Free Bakery: A Financial Model and Analysis analyzes

Opening a business is often an exciting time in one’s life, as they take their business idea into the marketplace. But, most individuals fail to adequately address whether their business can actually succeed before entering the marketplace. The thesis, Creating a Successful Gluten-Free Bakery: A Financial Model and Analysis analyzes whether or not a gluten-free bakery is a viable business to open in today’s marketplace. By costing the main financial variables, creating a financial model of a gluten-free bakery, and running scenario analysis, I was able to find whether or not opening a gluten-free bakery was a viable business in today’s marketplace.
ContributorsDantonio, Adam (Author) / Simonson, Mark (Thesis director) / Arthur, Budolfson (Committee member) / Department of Finance (Contributor) / Barrett, The Honors College (Contributor)
Created2019-12