Admati AR, Pfleiderer P (2009) The “Wall Street walk” and shareholder activism: Exit as a form of voice. Rev. Financial Stud. 22(7):2645-2685.
Bernard AB, Jensen JB, Redding SJ, Schott PK (2012) The empirics of firm heterogeneity and international trade. Annual Rev. Econom. 4:283-313.
Bernardo AE, Welch I (2004) Liquidity and financial market runs. Quart. J. Econom. 119(1):135-158.
Bessembinder H (2003) Trade execution costs and market quality after decimalization. J. Financial Quant. Anal. 38(4):747-777.
Bharath ST, Sundarshan J, Nagar V (2013) Exit as governance: An empirical analysis. J. Finance 68(6):2515-2547.
Bhattacharya U, Borisov A, Yu X (2015) Firm mortality and natal financial care. J. Financial Quant. Anal. 50(1-2):61-88.
Bloom N, Draca M, Van Reenen J (2016) Trade induced technical change? The impact of Chinese imports on innovation, IT and productivity. Rev. Econom. Stud. 83(1):87-117.
Bolton P, Scharfstein D (1990) A theory of predation based on agency problems in financial contracting. Amer. Econom. Rev. 80(1):93-106.
Brav A, Jiang W, Partnoy F, Thomas R (2008) Hedge fund activism, corporate governance, and firm performance. J. Finance 63(4):1729-1775.
- Bushee BJ (1998) The influence of institutional investors on myopic R&D investment behavior. Accounting Rev. 73(3):305-333.
Paper not yet in RePEc: Add citation now
- Bushee BJ (2001) Do institutional investors prefer near-term earnings over long-run value? Contemporary Accounting Res. 18(2):207-246.
Paper not yet in RePEc: Add citation now
Bushee BJ, Noe CF (2000) Corporate disclosure practices, institutional investors, and stock return volatility. J. Accounting Res. 38:171-202.
Caballero RJ, Hoshi T, Kashyap AK (2008) Zombie lending and depressed restructuring in Japan. Amer. Econom. Rev. 98(5):1943-1977.
Calomiris CW, Kahn CM (1991) The role of demandable debt in structuring optimal banking arrangements. Amer. Econom. Rev. 81(3):497-513.
Cella C, Ellul A, Giannetti M (2013) Investors’ horizons and the amplification of market shocks. Rev. Financial Stud. 26(7):1607-1648.
Chen X, Harford J, Li K (2007) Monitoring: Which institutions matter? J. Financial Econom. 86(2):279-305.
- Cremers M, Pareek A, Sautner Z (2020) Short-term investors, long-term investments, and firm value: Evidence from Russell 2000 Index inclusions. Management Sci. Forthcoming.
Paper not yet in RePEc: Add citation now
Dasgupta S, Li X, Wang AY (2018) Product market competition shocks, firm performance, and forced CEO turnover. Rev. Financial Stud. 31(11):4187-4231.
Derrien F, Kecskes A, Thesmar D (2013) Investor horizons and corporate policies. J. Financial Quant. Anal. 48(6):1755-1780.
Diamond DW, Rajan RG (2001) Liquidity risk, liquidity creation, and financial fragility: A theory of banking. J. Political Econom. 109(2):287-327.
Dimmock S, Gerken W, Zoran I, Weisbenner S (2018) Capital gains lock-in and governance choices. J. Financial Econom. 127(1):113-135.
Dinlersoz EM, Goldschlag N, Myers A, Zolas N (2018) An anatomy of U.S. firms seeking trademark registration. NBER Working Paper No. 25038, National Bureau of Economic Research, Cambridge, MA.
Dixit AK (1980) The role of investment in entry-deterrence. Econom. J. 90(357):95-106.
Edmans A (2009) Blockholder trading, market efficiency, and managerial myopia. J. Finance 64(6):2481-2513.
Edmans A, Fang V, Zur E (2013) The effect of liquidity on governance. Rev. Financial Stud. 26(6):1443-1482.
Edmans A, Gabaix X, Landier A (2009) A multiplicative model of optimal CEO incentives in market equilibrium. Rev. Financial Stud. 22(12):4881-4917.
Edmans A, Manso G (2011) Governance through trading and intervention: A theory of multiple blockholders. Rev. Financial Stud. 24(7):2395-2428.
Fang V, Tice S, Tian X (2014) Does stock liquidity enhance or impede firm innovation? J. Finance 69(5):2085-2125.
Feenstra R (1996) U.S. imports, 1972-1994: Data and concordances. NBER Working Paper No. 5515, National Bureau of Economic Research, Cambridge, MA.
- Feenstra R, Romalis J, Schott P (2002) U.S. imports, exports, and tariff data, 1989-2001. NBER Working Paper No. 9387, National Bureau of Economic Research, Cambridge, MA.
Paper not yet in RePEc: Add citation now
Ferreira D, Manso G, Silva AC (2014) Incentives to innovate and the decision to go public or private. Rev. Financial Stud. 27(1):256-300.
- Fitzgerald T, Balsmeier B, Fleming L, Manso G (2020) Innovation search strategy and predictable returns. Management Sci. Forthcoming.
Paper not yet in RePEc: Add citation now
Fresard L (2010) Financial strength and product market behavior: The real effects of corporate cash holdings. J. Finance 65(3):1097-1122.
Froot K, Perold A, Stein J (1992) Shareholder trading practices and corporate investment horizons. J. Appl. Corporate Finance 5(2):42-58.
Gao H, Hsu PH, Li K (2018) Innovation strategy of private firms. J. Financial Quant. Anal. 53(1):1-32.
Gaspar JM, Massa M, Matos P (2005) Shareholder investment horizons and the market for corporate control. J. Financial Econom. 76(1):135-165.
Glaeser S, Michels J, Verrecchia RE (2020) Discretionary disclosure and manager horizon: evidence from patenting. Rev. Account Stud. 25:597-635.
- Gompers P, Ishii J, Metrick A (2003) Corporate governance and equity prices. Quart. J. Econom. 118(1):107-155.
Paper not yet in RePEc: Add citation now
Graham JR, Harvey CR, Rajgopal S (2005) The economic implications of corporate financial reporting. J. Accounting Econom. 40(1-3):3-73.
- Gryglewicz S, Mayer S, Morellec E (2020) Agency conflicts and short- vs long-termism in corporate policies. J. Financial Econom. 136(3):718-742.
Paper not yet in RePEc: Add citation now
Harford J, Kecskes A, Mansi S (2018) Do long-term investors improve corporate decision making? J. Corporate Finance 50:424-452.
- Hombert J, Matray A (2018) Can innovation help US manufacturing firms escape import competition from China? J. Finance 73(5):2003-2039.
Paper not yet in RePEc: Add citation now
Kaplan SN (2018) Are US companies too short-term oriented? Some thoughts. J. Appl. Corporate Finance 30(4):8-18.
- Kay J (2011) The Kay review of UK equity markets and long-term decision making. Accessed September 15, 2011, www.bis.gov.uk/kayreview.
Paper not yet in RePEc: Add citation now
Maksimovic V, Phillips GM (2013) Conglomerate firms, internal capital markets, and the theory of the firm. Annu. Rev. Financial Econom. 5:225-244.
McConnell JJ, Servaes H (1990) Additional evidence on equity ownership and corporate value. J. Financial Econom. 27(2):595-612.
Mukherjee A, Singh M, Zaldokas A (2017) Do corporate taxes hinder innovation? J. Financial Econom. 124(1):195-221.
- Roe MJ (2017) Corporate short-termism—In the boardroom and in the courtroom. Business Lawyer 68(4):977-1006.
Paper not yet in RePEc: Add citation now
- Schott P (2010) U.S. manufacturing exports and imports by SIC and NAICS category and partner country, 1972-2005. Working paper, Yale School of Management, New Haven, CT.
Paper not yet in RePEc: Add citation now
Spence MA (1977) Entry, capacity, investment and oligopolistic pricing. Bell J. Econom. 8(2):534-544.
Stein JC (1989) Efficient capital markets, inefficient firms: A model of myopic corporate behavior. Quart. J. Econom. 104(4):655-669.
- Thakor R (2015) A theory of efficient short-termism. Working paper, University of Minnesota, Minneapolis.
Paper not yet in RePEc: Add citation now
Valta P (2012) Competition and the cost of debt. J. Financial Econom. 105(3):661-682.
Xu J (2012) Profitability and capital structure: Evidence from import penetration. J. Financial Econom. 106(2):427-446.