capitalism's archives: navigating historical company & industry resources
DESCRIPTION
Research session for the History of Capitalism Summer Camp, Cornell University, Ithaca NY. Full research guide available at http://guides.library.cornell.edu/capitalismsummercamp2013TRANSCRIPT
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Capitalism’s ArchivesNavigating Historical Company and Industry Resources
History of Capitalism Summer Camp 2013Aliqae Geraci, ILR Research Librarian, Martin P. Catherwood Library
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OBJECTIVESIdentify resources and strategies for researching company and industry history.
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BUSINESS RESEARCH 101A crash course on how business information is organized
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Key content providers
• Bloomberg• WRDS• Hoover’s • Capital IQ• S&P NetAdvantage• Mergent• Factiva• Thomson
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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
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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
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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.
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The language of capitalism
Image source: http://www.guardian.co.uk/sustainable-business/blog/cleantech-investment-clean-technology
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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”
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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
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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
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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
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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
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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
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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
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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
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Considerations
• Private v. public• Size matters – local/regional companies • International companies• See additional resources in LibGuide for titles/links
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INDUSTRY RESEARCHThe company in context
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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
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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
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MACROECONOMIC RESEARCHStay in “Industry & Macroeconomic Research”
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Select Historical Resources
• Statistical Abstract• Historical Statistics of the U.S.• CEIC Data (International data)• FRED (Federal Reserve)• EconLit• Historical periodicals
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QUESTIONS? Favorite resources? Stumbling blocks?