IDEAS home Printed from https://ideas.repec.org/p/hal/journl/hal-05357640.html
   My bibliography  Save this paper

Machines, Money, and Strategy: A Financing Dilemma at Bristol Industries

Author

Listed:
  • Jérémie Bertrand

    (LEM - Lille économie management - UMR 9221 - UA - Université d'Artois - UCL - Université catholique de Lille - Université de Lille - CNRS - Centre National de la Recherche Scientifique)

  • Paolo Mazza

    (LEM - Lille économie management - UMR 9221 - UA - Université d'Artois - UCL - Université catholique de Lille - Université de Lille - CNRS - Centre National de la Recherche Scientifique)

Abstract

This case study provides a dynamic and applied learning experience in the context of capital budgeting, designed for students pursuing both general management and specialized finance programs. It presents a real-world inspired decision-making scenario, connecting core financial theories with essential accounting practices. Students are guided step-by-step through hands-on tasks to reinforce their quantitative reasoning and analytical thinking. In this exercise, students take on the role of junior financial analysts at Bristol Industries, a mid-sized industrial firm. Their assignment involves evaluating multiple financing strategies for purchasing a new Computer Numerical Control (CNC) milling machine. Through the case, learners work with spreadsheet modeling and compute key financial indicators to assess each financing alternative. By engaging with the case, students strengthen their understanding of capital budgeting fundamentals, improve their proficiency with Excel, and develop their capacity to interpret data-driven financial decisions. This case is versatile and suitable for undergraduate, master's, and post-graduate levels.

Suggested Citation

  • Jérémie Bertrand & Paolo Mazza, 2025. "Machines, Money, and Strategy: A Financing Dilemma at Bristol Industries," Post-Print hal-05357640, HAL.
    • Handle: RePEc:hal:journl:hal-05357640
    as

    Download full text from publisher

    To our knowledge, this item is not available for download. To find whether it is available, there are three options:
    1. Check below whether another version of this item is available online.
    2. Check on the provider's web page whether it is in fact available.
    3. Perform a
    for a similarly titled item that would be available.

    More about this item

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:hal:journl:hal-05357640. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    We have no bibliographic references for this item. You can help adding them by using this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: CCSD (email available below). General contact details of provider: https://hal.archives-ouvertes.fr/ .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.