Financial theory and the growth of scientific knowledge: From Modigliani and Miller to “an organizational theory of capital structure”

Akerlof, 1970, The Market for Lemons: Quality Uncertainty and the Market Mechanism, Quarterly Journal of Economics, 84, 488, 10.2307/1879431 Auerbach, 1979, Wealth Maximization and the Cost of Capital, Quarterly Journal of Economics, 93, 433, 10.2307/1883167 Bhattacharya, 1979, Imperfect Information, Dividend Policy and ‘The Bird in the Hand’ Fallacy, The Bell Journal of Economics, 10, 259, 10.2307/3003330 Bhattacharya, 1980, Nondissipative Dividend Signalling Structures and Dividend Policy, Quarterly Journal of Economics, 95, 1, 10.2307/1885346 Berle, 1932 Boness, 1964, A Pedagogic Note on the Cost of Capital, Journal of Finance, 19, 79, 10.2307/2977483 Bradford, 1979, The Incidence and the Allocation Effect of a Tax on Corporate Distributions, 10.3386/w0349 Cyert, 1963 Feldstein, 1983, Why Companies Pay Dividends, American Economic Review, 73, 17 Gordon, 1963, Optimal Investment and Financing Policy, Journal of Finance, 18, 264, 10.2307/2977907 Hamada, 1969, Portfolio Analysis, Market Equilibrium and Corporation Finance, Journal of Finance, 24, 13, 10.2307/2326122 Hamada, 1972, The Effect of the Firm's Capital Structure on the Systematic Risk of Common Stocks, Journal of Finance, 27, 435, 10.2307/2978486 Haugen, 1978, The Insignificance of Bankruptcy Costs to the Theory of Optimal Capital Structure, Journal of Finance, 33, 383, 10.2307/2326557 Jensen, 1986, Agency Costs of Free Cash Flow, Corporate Finance, and Takeovers, American Economic Review, 76, 305 Jensen, 1976, Theory of the Firm: Managerial Behavior, Agency Costs and Ownership Structure, Journal of Financial Economics, 3, 305, 10.1016/0304-405X(76)90026-X John, 1985, Dividends, Dilution and Taxes, Journal of Finance, 40, 1053, 10.2307/2328394 Kamin, 1981, Effects of Budgetary Control on Management Decisions: Some Empirical Evidence, Decision Sciences, 12, 471, 10.1111/j.1540-5915.1981.tb00098.x Kim, 1978, A Mean-Variance Theory of Optimal Capital Structure and Corporate Debt Capacity, Journal of Finance, 33, 45, 10.2307/2326349 King, 1977 Lambert, 1984, Income Smoothing as Rational Equilibrium Behavior, Accounting Review, 59, 604 Magee, 1980, Equilibria in Budget Participation, Journal of Accounting Research, 18, 551, 10.2307/2490592 Miller, 1978, Dividents and Taxes, Journal of Finance, 32, 261, 10.2307/2326758 Miller, 1987, The Information Content of Dividends Miller, 1961, Dividend Policy, Growth and the Valuation of Shares, Journal of Business, 34, 411, 10.1086/294442 Miller, 1985, Dividend Policy Under Asymmetric Information, Journal of Finance, 40, 1031, 10.2307/2328393 Miller, 1978, Dividends and Taxes, Journal of Financial Economics, 6, 333, 10.1016/0304-405X(78)90009-0 Modigliani, 1958, The Cost of Capital, Corporation Finance and the Theory of Investment, American Economic Review, 48, 231 Modigliani, 1963, The Cost of Capital, Corporation Finance and the Theory of Investment: A Correction, American Economic Review, 53, 433 Myers, 1984, The Capital Structure Puzzle, Journal of Finance, 39, 575, 10.2307/2327916 Myers, 1990, Still Searching for Optimal Capital Structure Myers, 1984, Corporate Financing and Investment Decisions When Firms Have Information That Investors Do Not Have, Journal of Financial Economics, 13, 187, 10.1016/0304-405X(84)90023-0 Popper, 1979 Roll, 1977, A Critique of the Asset Pricing Theory's Tests, Journal of Financial Economics, 4, 129, 10.1016/0304-405X(77)90009-5 Ross, 1977, The Determination of Financial Structure: The Incentive Signalling Approach, Bell Journal of Economics and Management Science, 8, 23, 10.2307/3003485 Schiff, 1970, The Impact of People on Budgets, Accounting Review, 45, 259 Scott, 1977, Bankruptcy, Secured Debt, and Optimal Capital Structure, Journal of Finance, 32, 1, 10.2307/2326898 Sharpe, 1972, Discussion, Journal of Finance, 27, 456 Shubik, 1987, What Is an Application and When Is a Theory a Waste of Time, Management Science, 33, 1511, 10.1287/mnsc.33.12.1511 Solomon, 1963 Spence, 1973, Job Market Signalling, Quarterly Journal of Economics, 87, 355, 10.2307/1882010 Tarski, 1943, The Semantic Conception of Truth, Philosophy and Phenomenological Research, 4, 341, 10.2307/2102968 Walter, 1956, Dividend Policy and Common Stock Prices, Journal of Finance, 11, 29, 10.2307/2976527 Weston, 1966 Williamson, 1964 Young, 1985, Participative Budgeting: The Effect of Risk Aversion and Asymmetric Information on Budgetary Slack, Journal of Accounting Research, 23, 829, 10.2307/2490840