Matching Items (114)
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.

ContributorsAggarwal, Bianca (Author) / Guillaume, Riley (Co-author) / O'Loughlin, Connor (Co-author) / Fares, Ari (Co-author) / King, Camden (Co-author) / Simonson, Mark (Thesis director) / Hertzel, Michael (Committee member) / Barrett, The Honors College (Contributor) / Department of Finance (Contributor) / Department of Information Systems (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 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.

ContributorsFares, Ariya (Ari) (Author) / O’Loughlin, Connor (Co-author) / Guillaume, Riley (Co-author) / Aggarwal, Bianca (Co-author) / King, Camden (Co-author) / Simonson, Mark (Thesis director) / Hertzel, Michael (Committee member) / Barrett, The Honors College (Contributor) / Department of Finance (Contributor)
Created2023-05
Description

Significant efforts to catalogue and record the wave of global business retreats from the escalation of the Russo-Ukrainian war by Russia in February 2022 were made by researchers and professors in the Yale School of Management. This paper analyzes the statuses of these firms through historical publications of the Yale

Significant efforts to catalogue and record the wave of global business retreats from the escalation of the Russo-Ukrainian war by Russia in February 2022 were made by researchers and professors in the Yale School of Management. This paper analyzes the statuses of these firms through historical publications of the Yale database and attempts to explain the likelihood of a business retreat through many factors, such as industry sector and country of origin. Taking into consideration the grading scale proposed by the Yale School of Management, companies within the Information Technology sector, and companies originating within the U.S. had the highest percentage of eventual “A” ratings within their groups. Statistical tests meant to analyze the stock market reaction to the public companies that were given “F” designations by the Yale School of Management saw that U.S. companies had a lower return than the S&P 500 on average on 2/24/22, whereas companies within the Consumer Staples sector outside of the United States were seen to have had positive returns on 2/24/22. The paper also provides analytics detailing the scope of the corporate exodus from Russia based off of information provided by the Yale School of Management and creates inquiries that may be beneficial to additional research on the topic.

ContributorsSuchanek, Michal (Author) / Simonson, Mark (Thesis director) / Smith, Geoffrey (Committee member) / Barrett, The Honors College (Contributor) / Department of Finance (Contributor)
Created2023-05
ContributorsSuchanek, Michal (Author) / Simonson, Mark (Thesis director) / Smith, Geoffrey (Committee member) / Barrett, The Honors College (Contributor) / Department of Finance (Contributor)
Created2023-05
ContributorsSuchanek, Michal (Author) / Simonson, Mark (Thesis director) / Smith, Geoffrey (Committee member) / Barrett, The Honors College (Contributor) / Department of Finance (Contributor)
Created2023-05
Description

Beyond Meat revolutionized the meat substitute industry after creating a product similar to real meat in taste, texture, and appearance. Beyond Meat quickly rose to success, but that success brought new competitors, regulatory pushback, and the realization that Beyond Meat's market size is smaller than touted. This paper aims to

Beyond Meat revolutionized the meat substitute industry after creating a product similar to real meat in taste, texture, and appearance. Beyond Meat quickly rose to success, but that success brought new competitors, regulatory pushback, and the realization that Beyond Meat's market size is smaller than touted. This paper aims to predict the future financials and valuations of Beyond Meat under different assumptions while detailing the company's rapid growth and subsequent stagnation.

ContributorsPetrie, Kyle (Author) / Simonson, Mark (Thesis director) / Castillo, Elizabeth (Committee member) / Barrett, The Honors College (Contributor) / Dean, W.P. Carey School of Business (Contributor) / Department of Finance (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