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  • Article

Search-Based Peer Firms: Aggregating Investor Perceptions Through Internet Co-Searches

By: Charles M.C. Lee, Paul Ma and Charles C.Y. Wang
Applying a "co-search" algorithm to Internet traffic at the SEC's EDGAR website, we develop a novel method for identifying economically-related peer firms and for measuring their relative importance. Our results show that firms appearing in chronologically adjacent... View Details
Keywords: Peer Firm; EDGAR Search Traffic; Revealed Preference; Co-search; Industry Classification; Perception; Internet and the Web; Investment
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  • 2014
  • Working Paper

Search-Based Peer Firms: Aggregating Investor Perceptions Through Internet Co-Searches

By: Charles M.C. Lee, Paul Ma and Charles C.Y. Wang
Applying a "co-search" algorithm to Internet traffic at the SEC's EDGAR web-site, we develop a novel method for identifying economically-related peer firms and for measuring their relative importance. Our results show that firms appearing in chronologically adjacent... View Details
Keywords: Peer Firm; EDGAR Search Traffic; Revealed Preference; Co-search; Industry Classification; Analytics and Data Science; Internet and the Web; Mathematical Methods; Corporate Finance
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  • 2016
  • Working Paper

The Search for Peer Firms: When Do Crowds Provide Wisdom?

By: Charles M.C. Lee, Paul Ma and Charles C.Y. Wang
In knowledge-based economies, many business enterprises defy traditional industry boundaries. In this study, we evaluate six "big data" approaches to peer firm identifications and show that some, but not all, "wisdom-of-crowd" techniques perform exceptionally well. We... View Details
Keywords: Peer Firm; EDGAR Co-search; Analyst Co-coverage; Wisdom Of Crowds; Performance Benchmarking; Crowd Of Crowds; Internet and the Web; Accounting
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  • 15 Jul 2014
  • First Look

First Look: July 15

http://www.hbs.edu/faculty/Publication%20Files/13-039%20Nov%202012_612ce7e2-7f81-4eea-9126-3c0964f2be2f.pdf August 2013 Journal of Financial Economics Search-Based Peer Firms: Aggregating Investor Perceptions Through Internet Co-Searches... View Details
Keywords: Carmen Nobel
  • 17 Jun 2014
  • First Look

First Look: June 17

https://www.hbs.edu/faculty/Pages/download.aspx?name=14-070.pdf Search Based Peer Firms: Aggregating Investor Perceptions Through Internet Co-Searches By: Lee, Charles M.C., Paul Ma, and Charles C.Y. Wang Abstract—Applying a... View Details
Keywords: Sean Silverthorne
  • 08 Apr 2014
  • First Look

First Look: April 8

travel reservation systems, payment card systems, marketplaces, rebate services, search engine advertising, and various types of brokers and agencies. Download working paper: http://ssrn.com/abstract=2373671 Search Based Peer Firms: Aggregating Investor Perceptions... View Details
Keywords: Sean Silverthorne
  • 22 Nov 2016
  • First Look

November 22, 2016

crowds can be expected to provide wisdom and show, theoretically and empirically, that their efficacy is related to crowd sophistication and task complexity. Consistent with this framework, we find that a "crowd-of-crowds" approach, which combines EDGAR user View Details
Keywords: Sean Silverthorne