Nicholas M. Guest - Research


Publications:


The Media and Mispricing: The Role of the Business Press in the Pricing of Accounting Information

Co-authors: Michael Drake and Brady Twedt

Published: The Accounting Review, 2014, Vol. 89, No. 5, pp. 1673-1701.


The Information Role of the Media in Earnings News (Internet Appendix)

Published: Journal of Accounting Research, 2021, Vol. 59, No. 3, pp. 1021-1076.

Media Coverage: Talking Biz News, Quant Media, Dealbreaker


Why Do Large Positive Non-GAAP Earnings Adjustments Predict Abnormally High CEO Pay?

Co-authors: S.P. Kothari and Robert Pozen

Published: The Accounting Review, 2022, Vol. 97, No. 6, pp. 297-326.

Media Coverage: MarketWatch (4/5/2019)


Flight-To-Earnings: The Role of Earnings in Periods of Capital Scarcity (Internet Appendix)

Co-authors: S.P. Kothari and Eric So

Published: Management Science, 2023, Vol. 69, No. 8, pp. 4908-4931.


Share Repurchases on Trial: Large-Sample Evidence on Market Outcomes, Executive Compensation, and Corporate Finances

Co-authors: S.P Kothari and Parth Venkat

Published: Financial Management, 2023, Vol. 52, No. 1, pp. 19-40.

Media Coverage: The Wall Street Journal (2/17/2023), Yahoo Finance (4/26/2023)


The Media Response to a Loss of Analyst Coverage

Co-author: Jaewoo Kim

Published: Review of Accounting Studies, 2024, Vol. 29, No. 4, pp. 3752-3787.


New Accounting Standards and the Performance of Quantitative Investors

Co-authors: Travis Dyer and Elisha Yu

Published: Journal of Accounting and Economics, 2025, Vol. 79, No. 2-3, 101740.

Media Coverage: Evidence-Based Investor (12/31/2021)


Working Papers:


The Financial Media and Investor Monitoring

Co-authors: Ashish Ochani and Mani Sethuraman

Media Coverage: The FinReg Blog (4/27/2022), The Blue Sky Blog (5/12/2022)


A Tale of Two Index Funds: Full Replication vs. Representative Sampling

Co-author: Travis Dyer

Media Coverage: Institutional Money Magazine - German (10/3/2022)


Circuitousness in Disclosure Narratives

Co-author: Jiawen Yan


Institutional Investors and Echo Chambers: Evidence from Social Media Connections and Political Ideologies

Co-authors: Brady Twedt and Melina Murren Vosse


Capital Market Consequences of Journalists' Financial Accounting Focus

Co-authors: Kimball Chapman and Jared Jennings


Insider Trading in Innovative Firms

Co-authors: Alexander Ljungqvist, Jean Zeng, and Luo Zuo