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  • 25 Feb 2014
  • First Look

First Look: February 25

assess them optimistically. Furthermore, we find that more experienced analysts and higher-status brokerage houses are the first to shift the relation between CSR ratings and investment recommendation optimism. We find no significant link... View Details
Keywords: Sean Silverthorne
  • 25 Feb 2015
  • Lessons from the Classroom

Scholars and Students Unpack the Digital Business Revolution

focuses on the economics and strategy of digital: how organizations need to adapt and change in this new environment, and the individual skills required to succeed in a digital economy. "You know that a significant change has taken place when you can have the same... View Details
Keywords: by Julia Hanna; Education; Technology
  • 24 Jan 2012
  • First Look

First Look: Jan. 24

also find decreasing forecast errors for voluntary adopters, but this effect is smaller and not robust. Moreover, we show that the magnitude of the forecast errors decrease is associated with the... View Details
Keywords: Sean Silverthorne
  • 19 Aug 2008
  • First Look

First Look: August 19, 2008

Consequences to Missing Quarterly Earnings Benchmarks Authors:Rick Mergenthaler, Shiva Rajgopal, Suraj Srinivasan Abstract We find that missing quarterly earnings benchmarks, especially the analyst consensus earnings number, is associated... View Details
Keywords: Sean Silverthorne
  • 20 Aug 2013
  • First Look

First Look: August 20

too volatile given the mean reversion in earnings. We show that high current ship earnings are associated with high secondhand ship prices and heightened industry investment in fleet capacity but forecast low future returns. We propose... View Details
Keywords: Anna Secino
  • 24 Jan 2017
  • First Look

First Look at New Research: January 24, 2017

earnings patterns. Firms with historically larger earnings in one quarter of the year (“positive seasonality quarters”) have higher returns when those earnings are usually announced. Analysts have more positive View Details
Keywords: Sean Silverthorne
  • 05 Mar 2013
  • First Look

First Look: March 5

issuers deteriorates during credit booms, and that this deterioration forecasts low excess returns to corporate bondholders. The key insight is that changes in the pricing of credit risk disproportionately affect the financing costs faced... View Details
Keywords: Sean Silverthorne
  • 26 Jun 2007
  • First Look

First Look: June 26, 2007

include positioning strategies, choosing the proper channel, potential partnerships, manufacturing issues, market analysis, and PR management. Purchase this case: http://www.hbsp.harvard.edu/b01/en/common/item_detail.jhtml?id=507016 Demand and Supply View Details
Keywords: Martha Lagace
  • 20 Aug 2007
  • Research & Ideas

HBS Cases: Using Investor Relations Proactively

Following competitors allows you to position yourself against them. Observing analyst valuations and forecasts raises red flags internally when the market has different views on your company's performance... View Details
Keywords: by Martha Lagace; Energy; Utilities
  • 12 Jul 2011
  • First Look

First Look: July 12

debt issuers deteriorates during credit booms, and that this deterioration forecasts low excess returns to corporate bondholders. The key insight is that changes in the pricing of credit risk disproportionately affect the financing costs... View Details
Keywords: Carmen Nobel
  • 28 Sep 2010
  • First Look

First Look: September 28, 2010

show that the magnitude of the forecast errors decrease is associated with the firm-specific differences between local GAAP and IFRS. Exploiting individual analyst level data and isolating settings where... View Details
Keywords: Sean Silverthorne
  • 07 Sep 2011
  • First Look

First Look: Sept. 7

pronounced for firms with ex ante lower-quality information environments: firms with lower analyst following, lower market capitalization, higher analyst forecast errors, or... View Details
Keywords: Sean Silverthorne
  • Person Page

Media

Media

This lists media reports covering my firm dollarDEX Investments or me (or my colleagues), or columns written by me (or my colleagues). There are all... View Details

  • 28 Jan 2014
  • First Look

First Look: January 28

  Publications August 2013 Princeton University Press Fortune Tellers: The Story of America's First Economic Forecasters By: Friedman, Walter A. Abstract—The period leading up to the Great Depression witnessed the rise of the economic... View Details
Keywords: Sean Silverthorne
  • 25 Jun 2013
  • First Look

First Look: June 25

processes to provide managers throughout P&G with direct access to up-to-date data and advanced analytics. In addition, GBS has embedded analysts within the business units to work alongside leaders and managers in driving real-time... View Details
Keywords: Anna Secino
  • 03 Jan 2007
  • First Look

First Look: January 3, 2007

Kendall Square Research was a small competitor in the supercomputer industry. Sales grew rapidly in 1992 and early 1993 and the company sold stock to the public for the first time. Analysts forecast higher... View Details
Keywords: Sean Silverthorne
  • 10 Sep 2013
  • First Look

First Look: September 10

trading volume, and more dispersion in analyst forecasts following the calls. Further, the capital market's response to linguistic complexity is limited to firms for which there is greater demand for... View Details
Keywords: Sean Silverthorne
  • 11 Dec 2012
  • First Look

First Look: Dec. 11

experience higher future growth in return-on-assets (ROA) with analysts failing to fully reflect this information in their earnings forecasts. Return prediction, growth in ROA, and analyst View Details
Keywords: Sean Silverthorne
  • 08 Feb 2016
  • Research & Ideas

The Civic Benefits of Google Street View and Yelp

algorithm, with the goal of implementing a version for actual use in the field. In principle, many areas of city operations could be made more efficient through this type of approach, says Luca. Using Google searches keyed to specific geographies, government View Details
Keywords: by Michael Blanding; Consumer Products
  • 28 Jun 2011
  • First Look

First Look: June 28

the return predictability. In addition, we find that sell-side analysts are subject to these same information processing constraints, as their forecast revisions of easy-to-analyze firms predict their future... View Details
Keywords: Sean Silverthorne