Here is a record of useful papers that I need to read:

Date Updated: 9:30 PM 3/31/2025
Date Created: 1:54 PM 3/18/2025

March 31, 2025:

• Dou, W.W., Ji, Y., Reibstein, D., Wu, W., 2021. Inalienable Customer Capital, Corporate Liquidity, and Stock Returns. The Journal of Finance 76, 211–265. https://doi.org/10.1111/jofi.12960

• Gourio, F., Rudanko, L., 2014. Customer Capital. The Review of Economic Studies 81, 1102–1136. https://doi.org/10.1093/restud/rdu007

March 19, 2025:

• Ioannidou, V., Ongena, S., 2010. “Time for a Change”: Loan Conditions and Bank Behavior when Firms Switch Banks. The Journal of Finance 65, 1847–1877. https://doi.org/10.1111/j.1540-6261.2010.01596.x

• Benmelech, E., 2024. The Benefits and Costs of Secured Debt. Working Paper Series. https://doi.org/10.3386/w32353

• Benmelech, E., Bergman, N.K., 2008. Liquidation Values and the Credibility of Financial Contract Renegotiation: Evidence from U.S. Airlines. The Quarterly Journal of Economics 123, 1635–1677.

• Benmelech, E., Kumar, N., Rajan, R., n.d. The Decline of Secured Debt. The Journal of Finance 2023. https://doi.org/10.1111/jofi.13308

• Diamond, D.W., Hu, Y., Rajan, R.G., 2022. Liquidity, pledgeability, and the nature of lending. Journal of Financial Economics 143, 1275–1294. https://doi.org/10.1016/j.jfineco.2021.05.005

• Lee, M.J., Neuhann, D., 2023. Collateral quality and intervention traps. Journal of Financial Economics 147, 159–171. https://doi.org/10.1016/j.jfineco.2022.10.005

• Demarzo, P.M., 2019. Presidential Address: Collateral and Commitment. The Journal of Finance 74, 1587–1619. https://doi.org/10.1111/jofi.12782

• Lian, C., Ma, Y., 2021. Anatomy of Corporate Borrowing Constraints*. The Quarterly Journal of Economics 136, 229–291. https://doi.org/10.1093/qje/qjaa030

• Kermani, A., Ma, Y., 2022. Asset Specificity of Nonfinancial Firms. The Quarterly Journal of Economics 138, 205–264. https://doi.org/10.1093/qje/qjac030

• Rampini, A.A., Viswanathan, S., 2024. Collateral and Secured Debt.

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March 18, 2025:

• Ozdenoren, E., Yuan, K., Zhang, S., 2023. Dynamic Asset-Backed Security Design. Review of Economic Studies 90, 3282–3314. https://doi.org/10.1093/restud/rdad022

• Straub, L., Ulbricht, R., 2024. Endogenous Uncertainty and Credit Crunches. The Review of Economic Studies 91, 3085–3115. https://doi.org/10.1093/restud/rdad110

• Nikolov, B., Schmid, L., Steri, R., 2019. Dynamic corporate liquidity. Journal of Financial Economics 132, 76–102. ` https://doi.org/10.1016/j.jfineco.2017.06.018

• Danis, A., Rettl, D.A., Whited, T.M., 2014. [structural] Refinancing, profitability, and capital structure. Journal of Financial Economics 114, 424–443. https://doi.org/10.1016/j.jfineco.2014.07.010

• Green, D., Liu, E., 2021. A dynamic theory of multiple borrowing. Journal of Financial Economics 139, 389–404. https://doi.org/10.1016/j.jfineco.2020.08.016

• Rampini, A.A., Viswanathan, S., 2010. Collateral, Risk Management, and the Distribution of Debt Capacity. The Journal of Finance 65, 2293–2322. https://doi.org/10.1111/j.1540-6261.2010.01616.x | - link to paper: Debt and Assets: asset-based versus cash-flow based lending.

• Cunningham, C., Ederer, F., Ma, S., 2021. Killer Acquisitions. Journal of Political Economy 129, 649–702. https://doi.org/10.1086/712506

• Geelen, T., Hajda, J., Morellec, E., 2022. Can Corporate Debt Foster Innovation and Growth? The Review of Financial Studies 35, 4152–4200. https://doi.org/10.1093/rfs/hhab129

• Geelen, T., Hajda, J., Morellec, E., Winegar, A., 2024. Asset life, leverage, and debt maturity matching. Journal of Financial Economics 154, 103796. https://doi.org/10.1016/j.jfineco.2024.103796

• Malamud, S., Zucchi, F., 2019. Liquidity, innovation, and endogenous growth. Journal of Financial Economics 132, 519–541. https://doi.org/10.1016/j.jfineco.2018.11.002

• Hackbarth, D., Mathews, R., Robinson, D., 2014. Capital Structure, Product Market Dynamics, and the Boundaries of the Firm. Management Science 60, 2971–2993. https://doi.org/10.1287/mnsc.2014.2008

• Seru, A., 2014. Firm boundaries matter: Evidence from conglomerates and R&D activity. Journal of Financial Economics 111, 381–405. https://doi.org/10.1016/j.jfineco.2013.11.001

• Mitkov, Y., 2024. A theory of debt maturity and innovation. Journal of Economic Theory 218, 105828. https://doi.org/10.1016/j.jet.2024.105828

• Barber, B.M., Odean, T., 2008. All That Glitters: The Effect of Attention and News on the Buying Behavior of Individual and Institutional Investors. The Review of Financial Studies 21, 785–818. https://doi.org/10.1093/rfs/hhm079 - for your 2023 repurchase project.