Areas of Expertise: From Micro To Macro & From Macro To Micro - Financial statement analysis and corporate valuation.
- Cross-industry economic links and value creation along the supply chain.
- Properties of financial accounting data and corporate financial reporting.
- Forecasting and nowcasting economic activity using financial accounting data.
- Measurement of economic activity in the National Accounts.
Research Papers: Interdisciplinary Capital Markets Research - On the Capital Market Implications of Alternative Data: Evidence from Outer Space.
- Identifying the Roles of Accounting Accruals in Corporate Financial Reporting.
- On the Origins of Forecast Walk-Downs: A Macro-to-Micro Perspective.
- Valuation Uncertainty and Short-Sales Constraints: Evidence from the IPO Aftermarket.
- Stock Market Returns and GDP News.
- Forthcoming in the Journal of Accounting, Auditing & Finance (SSRN | PDF).
- Customer-Base Concentration: Implications for Audit Pricing and Quality.
- Identifying Conditional Conservatism in Financial Accounting Data: Theory and Evidence.
- From Micro to Macro: Does Conditional Conservatism Aggregate up in the National Accounts?
- Asymmetrically Timely Loss Recognition and the Accrual Anomaly. Discussion of Konstantinidi et al.
- Placebo Tests of Conditional Conservatism.
- Customer-Base Concentration, Inventory Efficiencies, and Firm Valuation: Evidence from Manufacturing
- On the Pricing of Mandatory DCF Disclosures: Evidence from Oil and Gas Royalty Trusts.
- Taking the Pulse of the Real Economy Using Financial Statement Analysis: Implications for Macro Forecasting and Stock Valuation
- Accounting Earnings and Gross Domestic Product.
- Detecting News in Aggregate Accounting Earnings: Implications for Stock Market Valuation.
- Customer-Base Concentration: Implications for Firm Performance and Capital Markets.
- More Evidence of Bias in Differential Timeliness Estimates of Conditional Conservatism.
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