Working papers

How Important Is Corporate Governance? Evidence from Machine Learning, with Ian D. Gow and David F. Larcker. September 2022.

CEO Personality and Firm Policies with Ian D. Gow, Steven N. Kaplan, and David F. Larcker. July 2016.

Published papers

Non-GAAP Reporting and Investment | Data and Code, with Charles G. McClure. The Accounting Review. Forthcoming.

Information versus Investment | Online Appendix | Dataverse: pseudo-data and code, with Stephen J. Terry and Toni M. Whited. Review of Financial Studies. 36(3). March 2023.

What Is CEO Overconfidence? Evidence from Executive Assessments, with Steven N. Kaplan, Morten Sorensen. Journal of Financial Economics. 145. August 2022.

Non-answers during Conference Calls | Online Appendix | GitHub: non-answer code | GitHub: in- and out-of-sample performance of non-answer code | GitHub: StreetEvents code | Data and Code, with Ian D. Gow and David F. Larcker. Journal of Accounting Research. 59(4). September 2021.

Accounting Fundamentals and Systematic Risk: Corporate Failure over the Business Cycle | Online Appendix | Data and Code, with Maria Ogneva and Joseph D. Piotroski, The Accounting Review. 95(5). September 2020. 

How Common Are Intentional GAAP Violations? Estimates from a Dynamic Model | Online Appendix | Data and Code. Journal of Accounting Research. 56(1). March 2018. (Lead article)

Detecting Deceptive Discussions in Conference Calls, with David F. Larcker. Journal of Accounting Research. 50(2). May 2012.