Internal funds and allocative efficiency. Job market paper
Identification is not causality, and vice versa, with Toni Whited. Review of Corporate Finance Studies, forthcoming.
Estimating and testing dynamic corporate finance models, with Santiago Bazdresch and Toni Whited. Review of Financial Studies, 31 (2018), 322-361. Code.
Identification with models and exogenous data variation, with Toni Whited. Foundations and Trends in Accounting, 10 (2016), 361-375.