LibGuides: NBA 5120 Fall 2021, Equity Investment Research: Company Information

Key Resources

INVESTOR RELATIONS departments of publicly traded companies will often have a website with SEC filings, annual reports, presentations (including earnings calls), and press releases. This is an excellent starting place when researching a company. Find the investor relations website by searching the internet with the company name and the phrase "investor relations".

Capital IQ
Provides financial information on more than 42,000 public companies. Easy-to-use tools for financial statement analysis, peer analysis, and charting.
Orbis
Excellent company coverage of both publicly traded and private firms around the world.
MSCI ESG Direct
Great for screening companies based on ESG (environmental, social, or governance) performance.

Other resources

Bloomberg Professional
Bloomberg provides news, industry research, financials, and securities prices from financial markets around the world. Excellent coverage of debt markets, real estate, and derivatives.
EDGAR (SEC filings)
EDGAR provides access to company filings submitted to the U.S. Securities and Exchange Commission (SEC).
Eikon
Available in Management and Mann libraries, Eikon provides market data on securities around the world, company ESG ratings, and private equity deals.
ESG background
Some background on ESG data and current availability at Cornell.
Seeking Alpha
Seeking Alpha provides news and investing ideas. Insight is provided by investors and industry experts rather than sell-side analysts. Excellent source for earnings call transcripts shortly after a call for more than 4,500 companies.

Primary vs. Secondary Sources

Primary versus Secondary sources
	Pros	Cons
Primary	Understanding of what data is available and ability to use all of it. Ability to custom analyze and model the data as you want.	Time consuming and/or expensive to collect. May need to do additional work to compare companies side-by-side.
Secondary	Readily available in downloadable format. Easy to compare companies to each other with standardized data.	Potential for bias, inaccurate data, and/or missing information. Data given "as is" which limits your options for analyzing.

Happy to help!

Management Library Research Team

Email Me

Contact:

101 Sage Hall
Johnson Graduate School of Management
Cornell University

Subjects: Business & Management

Factiva Tips

Factiva
Find earnings call transcripts, interviews, and targeted company news. Use the Search Builder to filter by article length, topic, and relevancy.

Factiva is ideal for gathering background information on your company and learning about what issues they are addressing, their strategies, and products.

Narrow your search results to specific types of content. For example, set the subject to Transcript to filter for earnings call transcripts and interviews.

Below are some guidelines for creating a targeted search in Factiva which will allow you to weed out extraneous results.

For Articles Containing	Enter
Both the word Tesla and the exact phrase autonomous vehicles.	Tesla and autonomous vehicles
Either Michelin or Firestone.	Michelin or Firestone
At least 5 mentions of Microsoft.	atleast5 Microsoft
Vodafone in the same paragraph as telecommunications.	Vodafone same telecommunications
President within 3 words of Biden, where Biden is the third word (there can be 0-2 words between), and the terms appear in that exact order. You must enter a number with this operator, between 1 and 10.	President w/3 Biden
Any words that begin with telecom. You must use at least 3 characters before the truncation (*) sign and it must be used at the end of a word only.	telecom*
Either globalization or globalisation, or other wildcard spellings.	globali?ation
The words U.S. stock market and word count greater than 5,000, to identify longer articles about the stock market. Do not use commas in large numbers.	U.S. stock market and wc>5000