Capitalism’s Archives
Navigating Historical Company and Industry Resources
History of Capitalism Summer Camp 2013
Aliqae G...
OBJECTIVES
Identify resources and strategies for
researching company and industry history.
BUSINESS RESEARCH 101
A crash course on how business information is organized
Key content providers
• Bloomberg
• WRDS
• Hoover’s
• Capital IQ
• S&P NetAdvantage
• Mergent
• Factiva
• Thomson
Content
• Company profiles and timelines (abbreviated histories)
• Key financials
• summaries (from filing data)
• ratios,...
Features
• Data driven - quantitative information and analysis
• Predigested - Info has been processed and is presented
in...
Why this is important
• Existing resources are designed for forward-oriented
practitioners, not researchers looking to the...
The language of capitalism
Image source: http://www.guardian.co.uk/sustainable-business/blog/cleantech-investment-clean-te...
COMPANY RESEARCH
“That the perspective is that of the firm is basic, and regardless
of the questions posed, the firm is, a...
Questions
Company Profile
• Leadership
• History/Timeline
• Subsidiaries
• Products & services
• Financials
• Customer bas...
Company profile
Basic elements
• Leadership
• Timeline
• Subsidiaries
• Products & services
• Balances
• Customer base
Sou...
ARS v. 10-K
Source: Cornell Management Library http://johnson.library.cornell.edu/node/283
ARS
• Annual report to
sharehol...
ARS v. 10-K Locations
ARS
• Mergent Archives
• Proquest Historical
Annual Reports
• Columbia (NYC)
• UPenn
• Library micro...
Moody’s Manual
(Mergent Archives or print)
• Annual, dates back to 1909
• Financials (including historical data)
• Busines...
Beyond the company
profile
Questions
• Strategy
• Production & distribution
• Competition
• Economic & political
context
•...
Locations
• Directory of Corporate Archives
• ARCHIVEGRID
• Labor Archives in the United States & Canada
• Library Catalog...
Considerations
• Private v. public
• Size matters – local/regional companies
• International companies
• See additional re...
INDUSTRY RESEARCH
The company in context
Industry Questions and Sources
Information
• Industry code
• Major companies
• Employment/Wages
• Import/Export
• Establis...
Locations
• Directory of Corporate Archives
• Statistical Abstract (ex: 1995, Construction)
• Library Catalog or WorldCat
...
MACROECONOMIC RESEARCH
Stay in “Industry & Macroeconomic Research”
Select Historical Resources
• Statistical Abstract
• Historical Statistics of the U.S.
• CEIC Data (International data)
• ...
QUESTIONS?
Favorite resources? Stumbling blocks?
CONTACT
For additional assistance, email asg255@cornell.edu
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Capitalism's Archives: Navigating Historical Company & 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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  • Basic company profile content – or, known item queries. Vs. open ended queries requiring subjective analysis.
  • Capitalism's Archives: Navigating Historical Company & Industry Resources

    1. 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. 2. OBJECTIVES Identify resources and strategies for researching company and industry history.
    3. 3. BUSINESS RESEARCH 101 A crash course on how business information is organized
    4. 4. Key content providers • Bloomberg • WRDS • Hoover’s • Capital IQ • S&P NetAdvantage • Mergent • Factiva • Thomson
    5. 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. 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. 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. 8. The language of capitalism Image source: http://www.guardian.co.uk/sustainable-business/blog/cleantech-investment-clean-technology
    9. 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. 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. 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. 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. 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. 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. 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. 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. 17. Considerations • Private v. public • Size matters – local/regional companies • International companies • See additional resources in LibGuide for titles/links
    18. 18. INDUSTRY RESEARCH The company in context
    19. 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. 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. 21. MACROECONOMIC RESEARCH Stay in “Industry & Macroeconomic Research”
    22. 22. Select Historical Resources • Statistical Abstract • Historical Statistics of the U.S. • CEIC Data (International data) • FRED (Federal Reserve) • EconLit • Historical periodicals
    23. 23. QUESTIONS? Favorite resources? Stumbling blocks?
    24. 24. CONTACT For additional assistance, email asg255@cornell.edu

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