Office Location: S350 Haas Business School UC Berkeley
About this Guide
This guide for UGBA 113 focuses primarily on information sources that support the course project: company, industry, and financial information, plus information about properly citing information sources and business news sources.
Public Company Financial Disclosures and Reporting
Recent annual reports and financial disclosure information for public companies is readily available on the web at sites such as Yahoo Finance and Google Finance. For Security and Exchange Commission-required filings, including 10Ks and 10Qs, see the SEC's EDGAR database for free access to all SEC filings.
Disclosures and annual reports not available through these sites can be accessed either by using one of the databases below (1994-present, with some historical coverage available through Proquest Historical Annual Reports) or by accessing the microfiche collection in the Business Library (pre-1995).
For more information about available company information resources, please see Business Library Subject Guide #4, Company Information.
Mergent Online Mergent -- Company profiles, financial statements, annual reports and SEC filings for public companies for the past 15 years.
Factiva Factiva -- Company profiles, news, trade publications, and much, much more.
Historical Annual Reports Includes over 800 companies' annual reports available as searchable pdf images. Includes financial data, Fortune 500 ranking, industry classification, key people, geographic location, and more.
Value Line Research Center Full access to investment information by way of several Value Line products including: the Investment Survey; Mutual Fund Survey; Daily Options Survey; and more.
Industry Information databases provide big-picture information on industries: key players and segments, performance indicators, analysis of past performance and projections for the future.
For more information on available industry research tools, please see the Business Library Subect Guide #8, Industry Information.
Citation management tools help you manage your research, collect and cite sources, and create bibliographies in a variety of citation styles. Each one has its strengths and weaknesses, but any are easier than doing it by hand!
Zotero: A free plug-in that works exclusively with the Firefox browser: keeps copies of what you find on the web, permits tagging, notation, full text searching of your library of resources, works with Word, and has a free web backup service.
RefWorks - free for UC Berkeley users. It allows you to create your own database by importing references and using them for footnotes and bibliographies. Use the RefWorks New User Form to sign up.