1. — "The Big Market Delusion: Valuation and Investment Implications" - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3501688

The paper behind the "big market delusion" he discusses.

2. - "Do Stock Prices Fully Reflect Information in Accruals and Cash Flows About Future Earnings?" - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2598

This is the "accrual anomaly" paper Boyle describes.

3. - "The ‘Incomplete Revelation Hypothesis’ and Financial Reporting" - https://publications.aaahq.org/accounting-horizons/article/1...

Paper explains why information can be public yet still not be fully incorporated into prices when extracting it takes effort.

4. - "Limited Arbitrage in Equity Markets" - https://www.hbs.edu/ris/Publication%20Files/Limited%20Arbitr...

Mitchell and Pulvino work on the "limits of arbitrage."

5. "How Pervasive Is Corporate Fraud?" - https://www.chicagobooth.edu/research/rustandy/social-impact...

The paper on about one-third of corporate fraud is detected

6. "There’s never been a better time to commit financial fraud" - https://www.economist.com/business/2026/07/29/theres-never-b...

7. "Firm Data on AI" - https://www.nber.org/system/files/working_papers/w34836/w348...

The Bank of England study on executive AI usage and productivity.

"Aswath Damodaran: Big Tech Has No Idea How AI Pays Off" - https://news.ycombinator.com/item?id=49229981