Navigating Historical Company and Industry Resources
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Research session for the History of Capitalism Summer Camp, Cornell University, Ithaca NY. Full research guide available at http://guides.library.cornell.edu/capitalismsummercamp2013
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Navigating Historical Company and Industry Resources
- 1. Capitalism’s Archives Navigating Historical Company and Industry Resources History of Capitalism Summer Camp 2013 Aliqae Geraci, ILR Research Librarian, Martin P. Catherwood Library
- 2. OBJECTIVES Identify resources and strategies for researching company and industry history.
- 3. BUSINESS RESEARCH 101 A crash course on how business information is organized
- 4. Key content providers • Bloomberg • WRDS • Hoover’s • Capital IQ • S&P NetAdvantage • Mergent • Factiva • Thomson
- 5. Content • Company profiles and timelines (abbreviated histories) • Key financials • summaries (from filing data) • ratios, etc. • Product/service listing • Leadership – Officers and directors • Mapping functions • Key competitors and industry information • Investor reports - usually SWOT-type
- 6. Features • Data driven - quantitative information and analysis • Predigested - Info has been processed and is presented in easily consumable format • Insider perspective - Oriented toward the business practitioner & investor community • Ahistorical – or limited historical perspective
- 7. Why this is important • Existing resources are designed for forward-oriented practitioners, not researchers looking to the past • Structural rules of information organization still apply – source oriented. • Organized according to the language, perspective, and practices of capitalism. This vocabulary drives research outcomes.
- 8. The language of capitalism Image source: http://www.guardian.co.uk/sustainable-business/blog/cleantech-investment-clean-technology
- 9. COMPANY RESEARCH “That the perspective is that of the firm is basic, and regardless of the questions posed, the firm is, and will remain, the central object of analysis.” Source: Institute for Business History Research, “Business History: An Expanding Research Area”
- 10. Questions Company Profile • Leadership • History/Timeline • Subsidiaries • Products & services • Financials • Customer base Expanded Analysis • Strategy • Production & distribution • Innovation • Competitive landscape • Economic & political context • Organizational culture • Working conditions
- 11. Company profile Basic elements • Leadership • Timeline • Subsidiaries • Products & services • Balances • Customer base Sources • Annual Reports (ARS) • SEC filings (10-K, 10-Q) • Moody’s (now Mergent) Manual
- 12. ARS v. 10-K Source: Cornell Management Library http://johnson.library.cornell.edu/node/283 ARS • Annual report to shareholders • Leadership • Financial statements • Visual content – charts, graphs • Easier to understand – good for an overview or getting started 10-K • Annual filing to SEC • Leadership • Financial statements • No visual content • More detailed information – good for accounting research or identifying company vulnerabilities
- 13. ARS v. 10-K Locations ARS • Mergent Archives • Proquest Historical Annual Reports • Columbia (NYC) • UPenn • Library microfiche collections (see list) 10-K • Mergent Archives (limited) • EDGAR (1994-present) • Library microfiche collections
- 14. Moody’s Manual (Mergent Archives or print) • Annual, dates back to 1909 • Financials (including historical data) • Business history • Leadership (officers and directors) • Stock & dividend information • Subsidiary listings
- 15. Beyond the company profile Questions • Strategy • Production & distribution • Competition • Economic & political context • Organizational culture • Working conditions Sources • Secondary sources • Corporate history • Employee manuals • Company organ • Corporate archives • Collective bargaining agreements • Labor archives
- 16. Locations • Directory of Corporate Archives • ARCHIVEGRID • Labor Archives in the United States & Canada • Library Catalog or WorldCat • Periodicals, publications, grey literature • Search by corporate name for author or subject • Subscription databases • Primary and secondary sources
- 17. Considerations • Private v. public • Size matters – local/regional companies • International companies • See additional resources in LibGuide for titles/links
- 18. INDUSTRY RESEARCH The company in context
- 19. Industry Questions and Sources Information • Industry code • Major companies • Employment/Wages • Import/Export • Establishments • Revenue • Political and economic context • Regulation/Assistance • Barriers to entry • Competitive environment Sources • Statistical resources • Print directories • Mergent – Moody’s Manuals • Industry and trade publications • Bibliographies & directories • Industry & labor archives • Proceedings of trade associations
- 20. Locations • Directory of Corporate Archives • Statistical Abstract (ex: 1995, Construction) • Library Catalog or WorldCat • Periodicals, publications, secondary sources • Search by industry name for subject • Subscription databases • Primary and secondary sources
- 21. MACROECONOMIC RESEARCH Stay in “Industry & Macroeconomic Research”
- 22. Select Historical Resources • Statistical Abstract • Historical Statistics of the U.S. • CEIC Data (International data) • FRED (Federal Reserve) • EconLit • Historical periodicals
- 23. QUESTIONS? Favorite resources? Stumbling blocks?
- 24. CONTACT For additional assistance, email asg255@cornell.edu
Hinweis der Redaktion
- Basic company profile content – or, known item queries. Vs. open ended queries requiring subjective analysis.