Disclosure processing costs, investors' information choice, and equity market outcomes: A review

E Blankespoor, E deHaan, I Marinovic - Journal of Accounting and …, 2020 - Elsevier
This paper reviews the literature examining how costs of monitoring for, acquiring, and
analyzing firm disclosures–collectively,“disclosure processing costs”–affect investor …

Using and interpreting fixed effects models

M Breuer, ED DeHaan - Journal of Accounting Research, 2024 - Wiley Online Library
Fixed effects (FE) have emerged as a ubiquitous and powerful tool for eliminating unwanted
variation in observational accounting studies. Unwanted variation is plentiful in accounting …

Financial statement analysis with large language models

A Kim, M Muhn, V Nikolaev - arXiv preprint arXiv:2407.17866, 2024 - arxiv.org
We investigate whether large language models (LLMs) can successfully perform financial
statement analysis in a way similar to a professional human analyst. We provide …

The impact of information processing costs on firm disclosure choice: Evidence from the XBRL mandate

E Blankespoor - Journal of Accounting Research, 2019 - Wiley Online Library
This paper examines the effect of market participants' information processing costs on firms'
disclosure choice. Using the recent eXtensible Business Reporting Language (XBRL) …

A (sub) penny for your thoughts: Tracking retail investor activity in TAQ

BM Barber, X Huang, P Jorion, T Odean… - The Journal of …, 2024 - Wiley Online Library
We placed 85,000 retail trades in six retail brokerage accounts from December 2021 to June
2022 to validate the Boehmer et al. algorithm, which uses subpenny trade prices to identify …

Shall we talk? The role of interactive investor platforms in corporate communication

CMC Lee, Q Zhong - Journal of Accounting and Economics, 2022 - Elsevier
Between 2010 and 2017, Chinese investors used an investor interactive platform (IIP) to ask
public companies around 2.5 million questions, the vast majority of which received a reply …

The irrelevance of environmental, social, and governance disclosure to retail investors

A Moss, JP Naughton, C Wang - Management Science, 2024 - pubsonline.informs.org
Using an hourly data set on retail investor individual security positions from Robinhood
Markets, we find no evidence that environmental, social, and governance (ESG) disclosures …

Bloated disclosures: can ChatGPT help investors process information?

A Kim, M Muhn, VV Nikolaev - Chicago Booth Research Paper, 2024 - papers.ssrn.com
Generative AI tools such as ChatGPT can fundamentally change the way investors process
information. We probe the economic usefulness of these tools in summarizing complex …

Analyst information acquisition via EDGAR

B Gibbons, P Iliev, J Kalodimos - Management Science, 2021 - pubsonline.informs.org
We identify analysts' information acquisition patterns by linking EDGAR (Electronic Data
Gathering, Analysis, and Retrieval) server activity to analysts' brokerage houses. Analysts …

Retail investors and ESG news

Q Li, EM Watts, C Zhu - Jacobs Levy Equity Management Center …, 2024 - papers.ssrn.com
An important debate exists around the extent to which retail investors make sustainable
investments and, if they do, why. We contribute to this debate by investigating the aggregate …