Думай и не ошибайся! Как избежать ловушек сознания - Оливье Сибони

Целевые показатели

Buffett, Warren E., and Jamie Dimon. “Short-Termism Is Harming the Economy.” Wall Street Journal, June 6, 2018.

Cheng, Mey, K. R. Subramanyam, and Yuan Zhang. “Earnings Guidance and Managerial Myopia.” SSRN working paper, November 2005.

Hsieh, Peggy, Timothy Koller, and S. R. Rajan. “The Misguided Practice of Earnings Guidance.” McKinsey on Finance, Spring 2006.

Palter, Rob, Werner Rehm, and Johnathan Shih. “Communicating with the Right Investors.” McKinsey Quarterly, April 2008.

Смещение к настоящему и проблемы самоконтроля

Benhabib, Jess, Alberto Bisin, and Andrew Schotter. “Present-Bias, Quasi-Hyperbolic Discounting, and Fixed Costs.” Games and Economic Behavior 69, no. 2 (2010): 205–23.

Frederick, Shane, George Loewenstein, and Ted O’Donoghue. “Time Discount-ing and Time Preference: A Critical Review.” Journal of Economic Literature 40, no. 2 (2002): 351–401.

Laibson, David. “Golden Eggs and Hyperbolic Discounting.”Quarterly Journal of Economics 112, no. 2 (1997): 443–77.

Loewenstein, George, and Richard H. Thaler. “Anomalies: Intertemporal Choice.” Journal of Economic Perspectives 3, no. 4 (1989): 181–93.

Thaler, Richard H. “Some Empirical Evidence on Dynamic Inconsistency.” Economics Letters 8, no. 3 (1981): 201–7.

Thaler, Richard H., and Hersh M. Shefrin. “An Economic Theory of Self-Control.” Journal of Political Economy 89, no. 2 (1981): 392–406.

Глава 8

Групповое мышление

Janis, Irving L. Groupthink: Psychological Studies of Policy Decisions and Fiascoes. Boston: Wadsworth, 1982.

Schlesinger, Arthur M., Jr. A Thousand Days: John F. Kennedy in the White House. Boston: Houghton Mifflin, 1965.

Whyte, William H. “Groupthink (Fortune 1952).” Fortune, July 22, 2012.

Уоррен Баффет и Coca-Cola

Quick, Becky. CNBC Closing Bell интервью с Уорреном Баффетом, April 23, 2014.https://fm.cnbc.com/applications/cnbc.com/resources/edito-rialfiles/2014/04/23/2014–04–23 %20Warren%20Buffett%20live%20inter-view%20transcript.pdf.

Информационные каскады и поляризация мнений в группе

Greitemeyer, Tobias, Stefan Schulz-Hardt, and Dieter Frey. “The Effects of Authentic and Contrived Dissent on Escalation of Commitment in Group Decision Making.” European Journal of Social Psychology 39, no. 4 (June 2009): 639–47.

Heath, Chip, and Rich Gonzalez. “Interaction with Others Increases Decision Confidence but Not Decision Quality: Evidence Against Information Collection Views of Interactive Decision Making.” Organizational Behavior and Human Decision Processes 61, no. 3 (1995): 305–26.

Hung, Angela A., and Charles R. Plott. “Information Cascades: Replication and an Extension to Majority Rule and Conformity-Rewarding Institutions.” American Economic Review 91, no. 5 (December 2001): 1508–20.

Stasser, Garold, and William Titus. “Hidden Profiles: A Brief History.” Psycho-logical Inquiry 14, nos. 3–4 (2003): 304–13.

Sunstein, Cass R. “The Law of Group Polarization.” Journal of Political Philosophy10, no. 2 (2002): 175–95.

Sunstein, Cass R., and Reid Hastie. Wiser: Getting Beyond Groupthink to Make Better Decisions. Boston: Harvard Business Review Press, 2015.

Whyte, Glen. “Escalating Commitment in Individual and Group Decision Making: A Prospect Theory Approach.” Organizational Behavior and Human Decision Processes54, no. 3 (1993): 430–55.

Zhu, David H. “Group Polarization in Board Decisions About CEO Compensation.” Organization Science 25, no. 2 (2013): 552–71.

Глава 9

Модель принципала-агента

Bebchuk, Lucian A., and Jesse M. Fried. “Executive Compensation as an Agency Problem.” Journal of Economic Perspectives17, no. 3 (2003): 71–92.

Fama, Eugene F., and Michael C. Jensen. “Separation of Ownership and Control.” Journal of Law and Economics26, no. 2 (1983): 301–25.

Hope, Ole-Kristian, and Wayne B. Thomas. “Managerial Empire Building and Firm Disclosure.” Journal of Accounting Research46, no. 3 (2008): 591–626.

Jensen, Michael C., and William H. Meckling. “Theory of the Firm: Managerial Behavior, Agency Costs and Ownership Structure.” Journal of Financial Economics3, no. 4 (1976): 305–60.

Личная заинтересованность менеджеров

Bergstresser, Daniel, and Thomas Philippon. “CEO Incentives and Earnings Management.” Journal of Financial Economics80, no. 3 (2006): 511–29.

Greve, Henrich R., Donald Palmer, and Jo-Ellen Pozner. “Organizations Gone Wild: The Causes, Processes, and Consequences of Organizational Misconduct.” Academy of Management Annals 4, no. 1 (2010): 53–107.

McAnally, Mary Lea, Anup Srivastava, and Connie D. Weaver.“Executive Stock Options, Missed Earnings Targets, and Earnings Management.” Accounting Review83, no. 1 (2008): 185–216.

Игра «Ультиматум»

Cameron, Lisa A. “Raising the Stakes in the Ultimatum Game: Experimental Evidence from Indonesia.” Economic Inquiry37, no. 1 (1999): 47–59.

Güth, Werner, Rolf Schmittberger, and Bernd Schwarze.“An Experimental Analysis of Ultimatum Bargaining.” Journal of Economic Behavior & Organi-zation3, no. 4 (1982): 367–88.

Kahneman, Daniel, Jack L. Knetsch, and Richard H. Thaler.(1986). “Fairness and the Assumptions of Economics.” Journal of Business59, S4 (1986): S285–300.

Thaler, Richard H. “Anomalies: The Ultimatum Game.” Journal of Economic Perspectives2, no. 4 (1988): 195–206.

Ограниченная этичность и поведенческая этика

Ariely, Dan. The (Honest) Truth About Dishonesty: How We Lie to Everyone-Especially Ourselves. New York: HarperCollins, 2012.

Bazerman, Max H., George Loewenstein, and Don A. Moore. “Why Good Accountants Do Bad Audits.” Harvard Business Review, November 2002.

Bazerman, Max H., and Don A. Moore. Judgment in Managerial Decision Making. Hoboken, NJ: Wiley, 2008.

Bazerman, Max H., and Francesca Gino. “Behavioral Ethics: Toward a Deeper Understanding of Moral Judgment and Dishonesty.” Annual Review of Law and Social Science8 (2012): 85–104.

Bazerman, Max H., and Ann E. Tenbrunsel. Blind Spots: Why We Fail to Do What’s Right and What to Do About It. Princeton, NJ: Princeton University Press, 2011.

Haidt, Jonathan. “The New Synthesis in Moral Psychology.” Science 316 (2007): 998–1002.