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Can the Market Add and Subtract? Mispricing in Tech Stock Carve-Outs / Owen A. Lamont, Richard H. Thaler.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Lamont, Owen A.
Contributor:
National Bureau of Economic Research.
Thaler, Richard H.
Series:
Working Paper Series (National Bureau of Economic Research) no. w8302.
NBER working paper series no. w8302
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2001.
Summary:
Recent equity carve-outs in US technology stocks appear to violate a basic premise of financial theory: identical assets have identical prices. In our 1998-2000 sample, holders of a share of company A are expected to receive x shares of company B, but the price of A is less than x times the price of B. A prominent example involves 3Com and Palm. Arbitrage does not eliminate these blatant mispricing due to short sale constraints, so that B is overpriced but expensive or impossible to sell short. Evidence from options prices shows that shorting costs are extremely high, eliminating exploitable arbitrage opportunities.
Notes:
Print version record
May 2001.

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