The Ohlson model: contribution to valuation theory, limitations, and empirical applications

K Lo, T Lys - Journal of Accounting, Auditing & Finance, 2000 - journals.sagepub.com
The work of Ohlson (1995) and Feltham and Ohlson (1995) had a profound impact on
accounting research in the 1990s. In this paper, we first discuss this valuation framework …

A comprehensive look at the empirical performance of equity premium prediction

I Welch, A Goyal - The Review of Financial Studies, 2008 - academic.oup.com
Our article comprehensively reexamines the performance of variables that have been
suggested by the academic literature to be good predictors of the equity premium. We find …

Capital markets research in accounting

SP Kothari - Journal of accounting and economics, 2001 - Elsevier
I review empirical research on the relation between capital markets and financial statements.
The principal sources of demand for capital markets research in accounting are fundamental …

Investor psychology and asset pricing

D Hirshleifer - The journal of Finance, 2001 - Wiley Online Library
The basic paradigm of asset pricing is in vibrant flux. The purely rational approach is being
subsumed by a broader approach based upon the psychology of investors. In this approach …

[BOOK][B] Beyond greed and fear: Understanding behavioral finance and the psychology of investing

H Shefrin - 2002 - books.google.com
Even the best Wall Street investors make mistakes. No matter how savvy or experienced, all
financial practitioners eventually let bias, overconfidence, and emotion cloud their …

Toward an implied cost of capital

WR Gebhardt, CMC Lee… - Journal of accounting …, 2001 - Wiley Online Library
In this study, we propose an alternative technique for estimating the cost of equity capital.
Specifically, we use a discounted residual income model to generate a market implied cost …

Environmental and social disclosures: Link with corporate financial performance

Y Qiu, A Shaukat, R Tharyan - The British Accounting Review, 2016 - Elsevier
Environmental and social disclosures entail costs, yet increasingly, large listed firms are
making higher and better quality disclosures. In this paper we examine the link between a …

Investor sentiment and the near-term stock market

GW Brown, MT Cliff - Journal of empirical finance, 2004 - Elsevier
We investigate investor sentiment and its relation to near-term stock market returns. We find
that many commonly cited indirect measures of sentiment are related to direct measures …

Accruals, accounting-based valuation models, and the prediction of equity values

ME Barth, WH Beaver, JRM Hand… - … , Auditing & Finance, 2005 - journals.sagepub.com
This study uses out-of-sample equity value estimates to determine whether earnings
disaggregation, imposing linear information valuation model (LIM) structure and separate …

Price momentum and trading volume

CMC Lee, B Swaminathan - the Journal of Finance, 2000 - Wiley Online Library
This study shows that past trading volume provides an important link between “momentum”
and “value” strategies. Specifically, we find that firms with high (low) past turnover ratios …