- Abramova, I. ; Core, J.E. ; Sutherland, A. Institutional investor attention and firm disclosure. 2018 :
Paper not yet in RePEc: Add citation now
Admati, A.R. ; Pfleiderer, P. Forcing firms to talk: financial disclosure regulation and externalities. 2000 Rev. Financ. Stud.. 13 479-519
Aghion, P. ; Van Reenen, J. ; Zingales, L. Innovation and institutional ownership. 2013 Am. Econ. Rev.. 103 277-304
Ajinkya, B. ; Bhojraj, S. ; Sengupta, P. The association between outside directors, in- stitutional investors and the properties of management earnings forecasts. 2005 J. Account. Res.. 43 343-376
Ali, A. ; Klasa, S. ; Yeung, E. Industry concentration and corporate disclosure policy. 2014 J. Account. Econ.. 58 240-264
Amihud, Y. Illiquidity and stock returns: cross-section and time-series effects. 2002 J. Financ. Market.. 5 31-56
Angrist, J. ; Pischke, J.-S. Mostly Harmless Econometrics: An Empiricist's Companion. 2009 Princeton University Press: Princeton
Anilowski, C. ; Feng, M. ; Skinner, D.J. Does earnings guidance affect market returns? The nature and information content of aggregate earnings guidance. 2007 J. Account. Econ.. 44 36-63
Anton, M. ; Ederer, F. ; Gin´e, M. ; Schmalz, M.C. Common ownership, competition, and top management incentives. 2018 :
Aobdia, D. Employee mobility, noncompete agreements, product-market competition, and company disclosure. 2018 Rev. Account. Stud.. 23 296-346
Appel, I.R. ; Gormley, T.A. ; Keim, D.B. Passive investors, not passive owners. 2016 J. Financ. Econ.. 121 111-141
- Arif, S. ; De George, E.T. Does financial reporting frequency affect investors’ Reliance on alternative sources of information? Evidence from earnings information spillovers around the world. 2018 :
Paper not yet in RePEc: Add citation now
Azar, J. Portfolio diversification, market power, and the theory of the firm. 2017 :
- Azar, J. ; Raina, S. ; Schmalz, M.C. Ultimate ownership and bank competition. 2016 :
Paper not yet in RePEc: Add citation now
Azar, J. ; Schmalz, M.C. ; Tecu, I. Anticompetitive effects of common ownership. 2018 J. Finance. 74 1513-1565
Badertscher, B. ; Shroff, N. ; White, H.D. Externalities of public firm presence: evidence from private firms’ investment decisions. 2013 J. Financ. Econ.. 109 682-706
Baginski, S.P. Intraindustry information transfers associated with management forecasts of earnings. 1987 J. Account. Res.. 25 196-216
- Baginski, S.P. ; Hinson, L.A. Cost of capital free-riders. 2016 Account. Rev.. 91 1291-1313
Paper not yet in RePEc: Add citation now
Balakrishnan, K. ; Billings, M.B. ; Kelly, B. ; Ljungqvist, A. Shaping liquidity: on the causal effects of voluntary disclosure. 2014 J. Finance. 69 2237-2278
Bamber, L.S. ; Cheon, Y.S. Discretionary management earnings forecast disclosures: antecedents and outcomes associated with forecast venue and forecast specificity choices. 1998 J. Account. Res.. 36 167-190
Bernard, D. Is the risk of product market predation a cost of disclosure?. 2016 J. Account. Econ.. 62 305-325
Bernard, D. ; Burgstahler, D. ; Kaya, D. Size management by European private firms to minimize proprietary costs of disclosure. 2018 J. Account. Econ.. 66 94-122
Beyer, A. ; Cohen, D.A. ; Lys, T.Z. ; Walther, B.R. The financial reporting environment: review of the recent literature. 2010 J. Account. Econ.. 50 296-343
Bharath, S.T. ; Jayaraman, S. ; Nagar, V. Exit as governance: an empirical analysis. 2013 J. Finance. 68 2515-2547
Bird, A. ; Karolyi, S.A. Do institutional investors demand public disclosure?. 2016 Rev. Financ. Stud.. 29 3245-3277
Bonsall, S.B. ; Bozanic, Z. ; Fischer, P.E. What do management earnings forecasts convey about the macroeconomy?. 2013 J. Account. Res.. 51 225-266
Boone, A.L. ; Floros, I.V. ; Johnson, S.A. Redacting proprietary information at the initial public offering. 2016 J. Financ. Econ.. 120 102-123
Boone, A.L. ; White, J.T. The effect of institutional ownership on firm transparency and information production. 2015 J. Financ. Econ.. 117 508-533
Bourveau, T. ; Schoenfeld, J. Shareholder activism and voluntary disclosure. 2017 Rev. Account Stud.. 22 1307-1339
- Breuer, M. ; Hombach, K. ; Müller, M.A. When you talk, I remain silent: Spillover effects of peers’ mandatory disclosures on firms’ voluntary disclosures. 2016 :
Paper not yet in RePEc: Add citation now
Bushee, B.J. Do institutional investors prefer near-term earnings over long-run value?. 2001 Contemp. Account. Res.. 18 207-247
- Bushee, B.J. The influence of institutional investors on myopic R&D investment behavior. 1998 Account. Rev.. 73 305-333
Paper not yet in RePEc: Add citation now
Bushee, B.J. ; Gerakos, J. ; Lee, L.F. Corporate jets and private meetings with investors. 2018 J. Account. Econ.. 65 358-379
Bushee, B.J. ; Goodman, T.H. Which institutional investors trade based on private information about earnings and returns?. 2007 J. Account. Res.. 45 289-321
Bushee, B.J. ; Leuz, C. Economic consequences of SEC disclosure regulation: evidence from the OTC bulletin board. 2005 J. Account. Econ.. 39 233-264
Bushee, B.J. ; Noe, C.F. Corporate disclosure practices, institutional investors, and stock return volatility. 2000 J. Account. Res.. 38 171-202
Chuk, E. ; Matsumoto, D. ; Miller, G.S. Assessing methods of identifying management forecasts: CIG vs. researcher collected. 2013 J. Account. Econ.. 55 23-42
Coller, M. ; Yohn, T.L. Management forecasts and information asymmetry: an examination of bid-ask spreads. 1997 J. Account. Res.. 35 181-191
- Darrough, M.N. Disclosure Policy and Competition: cournot vs. Bertrand. 1993 Account. Rev.. 68 534-561
Paper not yet in RePEc: Add citation now
Darrough, M.N. ; Stoughton, N. Financial disclosure policy in an entry game. 1990 J. Account. Econ.. 12 219-243
Dedman, E. ; Lennox, C. Perceived competition, profitability and the withholding of information about sales and the cost of sales. 2009 J. Account. Econ.. 48 210-230
Del Guercio, D. ; Hawkins, J. The motivation and impact of pension fund activism. 1999 J. Financ. Econ.. 52 293-340
Derrien, F. ; Kecskés, A. The real effects of financial shocks: evidence from exogenous changes in analyst coverage. 2013 J. Finance. 68 1407-1440
Diamond, D.W. Optimal release of information by firms. 1985 J. Finance. 40 1071-1094
Diamond, D.W. ; Verrecchia, R.E. Disclosure, liquidity, and the cost of capital. 1991 J. Finance. 46 1325-1359
- Dye, R.A. Mandatory versus voluntary disclosures: the cases of financial and real externalities. 1990 Account. Rev.. 65 1-24
Paper not yet in RePEc: Add citation now
Edmans, A. ; Manso, G. Governance through trading and intervention: a theory of multiple blockholders. 2011 Rev. Financ. Stud.. 24 2395-2428
- Elhauge, E. The growing problem of horizontal shareholding. 2017 Compet. Policy Int.. 3 -
Paper not yet in RePEc: Add citation now
Foster, G. Intra-industry information transfers associated with earnings releases. 1981 J. Account. Econ.. 3 201-232
Gallagher, D.R. ; Gardner, P.A. ; Swan, P.L. Governance through trading: institutional swing trades and subsequent firm performance. 2013 J. Financ. Quantitat. Anal.. 48 427-458
Gilo, D. ; Moshe, Y. ; Spiegel, Y. Partial cross ownership and tacit collusion. 2006 RAND J. Econ.. 37 81-99
Glaeser, S. The effects of proprietary information on corporate disclosure and transparency: evidence from trade secrets. 2018 J. Account. Econ.. 66 163-193
- Goodman, T.H. ; Neamtiu, M. ; Shroff, N. ; White, H.D. Management forecast quality and capital investment decisions. 2014 Account. Rev.. 89 331-365
Paper not yet in RePEc: Add citation now
Gordon, R.H. Do publicly traded corporations act in the public interest?. 1990 :
Graham, J.R. ; Harvey, C.R. ; Rajgopal, S. The economic implications of corporate financial reporting. 2005 J. Account. Econ.. 40 3-73
Granger, C.W. Investigating causal relations by econometric models and cross-spectral methods. 1969 Econometrica. 424-438
Gutiérrez, G. ; Philippon, T. Declining Competition and Investment in the U.S.. 2017 :
Hansen, R.G. ; Lott, J.R. Externalities and corporate objectives in a world with diversified shareholder/consumers. 1996 J. Financ. Quantitat. Anal.. 31 43-68
He, J. ; Huang, J. Product market competition in a world of cross-ownership: evidence from institutional blockholdings. 2017 Rev. Financ. Stud.. 30 2674-2718
- He, J. ; Huang, J. ; Zhao, S. Internalizing governance externalities: the role of institutional cross-ownership. 2018 J. Financ. Econ. Forthcoming. -
Paper not yet in RePEc: Add citation now
- He, J. ; Li, L. ; Yeung, E. Two tales of monitoring: Effects of institutional cross-blockholding on accruals. 2018 :
Paper not yet in RePEc: Add citation now
Hoberg, G. ; Phillips, G. Product market synergies and competition in mergers and acquisitions: a text-based analysis. 2010 Rev. Financ. Stud.. 23 3773-3811
Hoberg, G. ; Phillips, G. Text-based network industries and endogenous product differentiation. 2016 J. Polit. Econ.. 124 1423-1465
Houston, J.F. ; James, C.M. ; Ryngaert, M.D. Where do merger gains come from? Bank mergers from the perspective of insiders and outsiders. 2001 J. Financ. Econ.. 60 285-331
- Huang, Y. ; Jennings, R. ; Yu, Y. Product market competition and managerial disclosure of earnings forecasts: evidence from import tariff rate reductions. 2017 Account. Rev.. 92 185-207
Paper not yet in RePEc: Add citation now
- Jung, M.J. Investor overlap and diffusion of disclosure practices. 2013 Rev. Account. Stud.. 18 167-206
Paper not yet in RePEc: Add citation now
Kang, J.-K. ; Luo, J. ; Na, H.S. Are institutional investors with multiple blockholdings effective monitors?. 2018 J. Financ. Econ.. 128 576-602
Kelly, B. ; Ljungqvist, A. Testing asymmetric-information asset pricing models. 2012 Rev. Financ. Stud.. 25 1366-1413
- Lang, M. ; Lundholm, R. Corporate disclosure policy and analyst behavior. 1996 Account. Rev.. 71 467-492
Paper not yet in RePEc: Add citation now
- Lang, M. ; Sul, E. Linking industry concentration to proprietary costs and disclosure: challenges and opportunities. 2014 J. Account. Econ.. 58 265-274
Paper not yet in RePEc: Add citation now
Lee, C. ; Ready, M.J. Inferring trade direction from intraday data. 1991 J. Finance. 46 733-746
- Li, X. The impacts of product market competition on the quantity and quality of voluntary disclosures. 2010 Rev. Account. Stud.. 15 663-711
Paper not yet in RePEc: Add citation now
- Li, Y. ; Lin, Y. ; Zhang, L. Trade secrets law and corporate disclosure: causal evidence on the proprietary cost hypothesis. 2017 J. Account. Res.. 56 265-308
Paper not yet in RePEc: Add citation now
- Liang, L. Common ownership and executive compensation. 2016 :
Paper not yet in RePEc: Add citation now
Lu, H. ; Wu Tucker, J. Nonearnings corporate guidance. 2012 Financial Manag.. 41 947-977
Maffett, M. Financial reporting opacity and informed trading by international institutional investors. 2012 J. Account. Econ.. 54 201-220
McCahery, J.A. ; Sautner, Z. ; Starks, L.T. Behind the scenes: the corporate governance preferences of institutional investors. 2016 J. Finance. 71 2905-2932
Miller, G.S. Earnings performance and discretionary disclosure. 2002 J. Account. Res.. 40 173-204
Minnis, M. ; Shroff, N. Why regulate private firm disclosure and auditing?. 2017 Account. Business Res.. 47 473-502
- O'Brien, D.P. ; Salop, S.C. Georgetown law. 2000 Antitrust Law J.. 67 559-614
Paper not yet in RePEc: Add citation now
- Panayides, M.A. ; Thomas, S. Commonality in institutional ownership and competition in product markets. 2017 :
Paper not yet in RePEc: Add citation now
- Pawliczek, A. ; Skinner, A.N. Common ownership and voluntary disclosure. 2018 :
Paper not yet in RePEc: Add citation now
- Rotemberg, J. Financial transaction costs and industrial performance. 1984 :
Paper not yet in RePEc: Add citation now
- Rubin, A. Diversification and corporate decisions. 2006 Corp. Ownership Control. 3 209-212
Paper not yet in RePEc: Add citation now
Schoenfeld, J. The effect of voluntary disclosure on stock liquidity: new evidence from index funds. 2017 J. Account. Econ.. 63 51-74
Shroff, N. ; Sun, A.X. ; White, H.D. ; Zhang, W. Voluntary disclosure and information asymmetry: evidence from the 2005 securities offering reform. 2013 J. Account. Res.. 51 1299-1345
- Shroff, N. ; Verdi, R. ; Yu, G. Information environment and the investment decisions of multinationals corporations. 2014 Account. Rev.. 89 759-790
Paper not yet in RePEc: Add citation now
Shroff, N. ; Verdi, R.S. ; Yost, B.P. When does the peer information environment matter?. 2017 J. Account. Econ.. 64 183-214
Solomon, D. ; Soltes, E. What are we meeting for? The consequences of private meetings with investors. 2015 J. Law Econ.. 58 325-355
Verrecchia, R.E. Discretionary disclosure. 1983 J. Account. Econ.. 5 179-194
Verrecchia, R.E. Information acquisition in a noisy rational expectations economy. 1982 Econometrica. 50 1415-1430
Verrecchia, R.E. Information quality and discretionary disclosure. 1990 J. Account. Econ.. 12 365-380
Verrecchia, R.E. ; Weber, J. Redacted disclosure. 2006 J. Account. Res.. 44 791-814
- Wooldridge, J.M. Econometric Analysis of Cross Section and Panel Data. 2002 MIT Press: Cambridge, MA
Paper not yet in RePEc: Add citation now