Mark Twain's Cat: Investment experience, categorical thinking, and stock selection

  • Xing Huang

    Research output: Contribution to journalArticlepeer-review

    25 Scopus citations

    Abstract

    This paper examines the effect of prior investment experience in specific industries on subsequent investment decisions. Using households’ trading records from a large discount broker between 1991 and 1996, I find that prior success in a given industry increases the likelihood of subsequent purchases in the same industry. The effect is stronger for more recent experiences and for less sophisticated or diversified investors, and it is not wealth enhancing. The results suggest investors categorize industries at a highly resolved level, finer than the Fama–French ten-industry classification. Similar effects are also apparent for size- and value-based categories but at smaller magnitudes.

    Original languageEnglish
    Pages (from-to)404-432
    Number of pages29
    JournalJournal of Financial Economics
    Volume131
    Issue number2
    DOIs
    StatePublished - Feb 2019

    Keywords

    • Categorical thinking
    • Household finance
    • Investment experience

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