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

The papers mentioned: 1. — "The Big Market Delusion: Valuation and Investment Implications" - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3501688 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 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/16/3/233/1732/The-Incomplete-Revelation-Hypothesis-and-Financial 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%20Arbitrage%20in%20Equity%20Markets_b0527518-7bfb-435b-a926-7a6d235693db.pdf 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-research/research-papers/2021/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-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/w34836.pdf https://www.nber.org/system/files/working_papers/w34836/w348... The Bank of England study on executive AI usage and productivity.