Topic: Strategy
Upside Earnings Surprise Issued Late: Signal of Possible Manipulation
Companies that take longer than expected to announce results may be buying time for accounting tricks
Unvarnished Merger Talk: Will This Deal Help Us Raise Prices?
Customer loyalty, barriers to entry and other factors at play
Unintended Consequence of Stale Corporate Bond Fund Prices Amid Fed Tightening
In wild markets, do the most dated prices actually reduce redemptions?
Underappreciated Investment Edge: Company Trademark Filings
Not part of financial reporting, trademark activity predicts stock returns
Uber-Like Services: Variable Driver-Company Revenue Split Improves Profit
A second lever, after “surge” pricing, adjusts the supply of drivers
Two Tech Giants — and Two Very Different Acquisition Strategies
Alphabet’s M&A feeds its core business; Amazon’s more likely to push into new areas
To Spot Fake Online Reviews, Target the Reviewers
A test was 93% accurate; more efficient than analyzing reviews
The Role of Chance Encounters in Silicon Valley Innovation
Cellphone signals and patent citations approximate a theory’s long-sought paper trail
The Odd History of Gun Legislation Following Mass Shootings
GOP legislatures often made firearm laws looser after infamous events
The New Math for Reservoir Management Amid Climate Change
Sacramento River Basin serves as a test case for conserving water over unpredictable weather cycles
The More They Do It, the More Some People Prefer To Continue a Tedious Task
Even when there’s an easy-to-access better alternative, some prefer their rut
The Moat That Keeps Complex Asset Strategies Profitable
Andrea Eisfeldt finds that hedge funds with infrastructure to execute sophisticated arbitrage crowd out less-expert investors
The Mechanics of How Social Media Turbocharges Asset Bubbles
Establishment media coalesces around a lone narrative, but online chatter hops between storylines, sometimes shocking traders
That Online Hotel Review You Wrote? It Matters
Consumers’ comments on TripAdvisor are substitutes for traditional ad spending
Texting Our Way Closer to Herd Immunity
A simple message with a behavioral nudge boosts vaccination rate