Competitive Actions under Analyst Pressure: The Role of <scp>CEO</scp> Time Horizons
Why this work is in the frame
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Bibliographic record
Abstract
Abstract Leveraging upper echelons theory and the Awareness‐Motivation‐Capability (AMC) framework of competitive dynamics, we investigate the moderating influence of CEO time horizons on the relationship between negative analyst recommendations and the temporal patterning of competitive actions. We argue that negative recommendations are associated with less intensity but greater irregularity in competitive actions. Moreover, CEO time horizons weaken these effects, such that CEOs with longer time horizons are less influenced by such recommendations. Results from a longitudinal study of 296 CEOs from 2004 to 2015 support these arguments. Our study contributes by underscoring CEO time horizon as a critical contingency in studying the impact of analyst pressures.
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Full frame distilled prediction
Teacher imitationNot calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.
Codex and Gemma teacher scores by category
| Category | Codex | Gemma |
|---|---|---|
| Metaresearch | 0.003 | 0.002 |
| Meta-epidemiology (narrow) | 0.000 | 0.000 |
| Meta-epidemiology (broad) | 0.000 | 0.000 |
| Bibliometrics | 0.001 | 0.002 |
| Science and technology studies | 0.000 | 0.000 |
| Scholarly communication | 0.000 | 0.000 |
| Open science | 0.001 | 0.000 |
| Research integrity | 0.000 | 0.000 |
| Insufficient payload (model declined to judge) | 0.000 | 0.000 |
Machine scores (provisional)
The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.
Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.
score_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it