Outsider trading: trading on twitter sentiment

dc.contributor.advisorvan Rensburg, Paul
dc.contributor.authorStevens, Joshua
dc.date.accessioned2023-04-20T13:44:01Z
dc.date.available2023-04-20T13:44:01Z
dc.date.issued2022
dc.date.updated2023-04-20T13:42:38Z
dc.description.abstractThis study aims to establish if a relationship between the investor sentiment generated from social media posts, such as Tweets, and the return on securities exists. If a relationship exists, one would be able to obtain an informational advantage from public information and outperform the market on a risk-adjusted basis. This would give the “outsider” information processed the predictive power of insider information, hence the title of the paper. The study makes use of Bloomberg's social activity data, which through natural language processing, allows for investor sentiment to be obtained by analysing a combination of Twitter and Stock Twits posts. This paper makes use of a three-prong approach, firstly examining if investor sentiment is a predictor of next-day returns. Next, an event study methodology is used to examine the optimal holding period, which can further be expanded to test market efficiency. Lastly, this paper considers the asymmetric risk aversion as outlined by Kahneman and Tversky (1979). Results show that there is little to no correlation between sentiment and next day returns. There is evidence for a multi-day holding period being optimal but statistically insignificant and there is no evidence found for asymmetric risk aversion.
dc.identifier.apacitationStevens, J. (2022). <i>Outsider trading: trading on twitter sentiment</i>. (). ,Faculty of Commerce ,Department of Finance and Tax. Retrieved from http://hdl.handle.net/11427/37802en_ZA
dc.identifier.chicagocitationStevens, Joshua. <i>"Outsider trading: trading on twitter sentiment."</i> ., ,Faculty of Commerce ,Department of Finance and Tax, 2022. http://hdl.handle.net/11427/37802en_ZA
dc.identifier.citationStevens, J. 2022. Outsider trading: trading on twitter sentiment. . ,Faculty of Commerce ,Department of Finance and Tax. http://hdl.handle.net/11427/37802en_ZA
dc.identifier.ris TY - Master Thesis AU - Stevens, Joshua AB - This study aims to establish if a relationship between the investor sentiment generated from social media posts, such as Tweets, and the return on securities exists. If a relationship exists, one would be able to obtain an informational advantage from public information and outperform the market on a risk-adjusted basis. This would give the “outsider” information processed the predictive power of insider information, hence the title of the paper. The study makes use of Bloomberg's social activity data, which through natural language processing, allows for investor sentiment to be obtained by analysing a combination of Twitter and Stock Twits posts. This paper makes use of a three-prong approach, firstly examining if investor sentiment is a predictor of next-day returns. Next, an event study methodology is used to examine the optimal holding period, which can further be expanded to test market efficiency. Lastly, this paper considers the asymmetric risk aversion as outlined by Kahneman and Tversky (1979). Results show that there is little to no correlation between sentiment and next day returns. There is evidence for a multi-day holding period being optimal but statistically insignificant and there is no evidence found for asymmetric risk aversion. DA - 2022 DB - OpenUCT DP - University of Cape Town KW - sentiment analysis KW - twitter KW - event study LK - https://open.uct.ac.za PY - 2022 T1 - Outsider trading: trading on twitter sentiment TI - Outsider trading: trading on twitter sentiment UR - http://hdl.handle.net/11427/37802 ER - en_ZA
dc.identifier.urihttp://hdl.handle.net/11427/37802
dc.identifier.vancouvercitationStevens J. Outsider trading: trading on twitter sentiment. []. ,Faculty of Commerce ,Department of Finance and Tax, 2022 [cited yyyy month dd]. Available from: http://hdl.handle.net/11427/37802en_ZA
dc.language.rfc3066eng
dc.publisher.departmentDepartment of Finance and Tax
dc.publisher.facultyFaculty of Commerce
dc.subjectsentiment analysis
dc.subjecttwitter
dc.subjectevent study
dc.titleOutsider trading: trading on twitter sentiment
dc.typeMaster Thesis
dc.type.qualificationlevelMasters
dc.type.qualificationlevelMCom
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