General Information
   Company overviews
   Case studies
   News
   Ownership & subsidiaries
   Strategy
   SWOT analysis
   Tickers and extensions

Comparing Companies

  Creating lists

  Group comparisons

  Directories of companies

  Market share and brands

  Rankings

Financial Information
   Accounts data
   Betas
   Credit ratings
   Deals
   Equity data
   Filings
   Investment research
   Segmented data

Executives

Company overviews

• Capital IQ – Best interface. Includes private companies.
  Default tearsheet or CIQ report. Requires a personal password.
• Thomson Analytics – For overviews with a financial focus.
  Default overview page;
  Overview > Content profile > Extel card
• ORBIS – Most graphical overview. For private companies.
  Click the E icon at the bottom of the screen.
• Factiva - For overviews with a strong news component.
  Companies/Markets tab > Company > Snapshot
• Marketline (Datamonitor) – For overviews with links to sector information.
  Company overview page or Company profiles.
• Euromonitor – For company profiles in the consumer goods sector.
  Search by name or by brand using the "companies" tab.
  

Case studies, including INSEAD cases and mini-cases

• INSEAD research collection – Complete collection of INSEAD cases at the Doriot Library.
  Search for cases in the library catalogue. Located on the 1st mezzanine.
• ECCH – For business school cases worldwide.
  Access for faculty only. Registration and authorization required.
• Business Source Complete – For informal cases from business journals.
  Use the company entity index and select the document type "Case study" or "case studies" in the subject index.
• Doriot Library’s book collection – For published company histories.
  Located in the HC100 section on the 2nd floor.
• Doriot Library’s book collection – Mini-cases in textbooks and other business books.
  Search tables of contents in the library catalogue. Located on the 2nd floor.
  

News

• Factiva – Most complete source for news worldwide, including FT, WSJ and Economist and non-English sources.
  Use the source index to select the title or type of source, such as business wires and press releases.
• Business Source Complete – For news from trade magazines as well as articles from practitioner/academic journals.
  Use the company entity index for precision. Use the cover story limit to focus on a feature article.
• Bloomberg – For real-time news.
  Ticker symbol + <EQUITY> + CN (for advanced news search: TNI)
• ISI Emerging Markets – For emerging markets. Includes non-English sources.
  Use the news tab to browse and the search tab for keyword searching.
• Company web sites – For news emanating from the companies themselves.
  Check the investors section of the company's web site.
  

Ownership and subsidiaries

• Capital IQ – Best interface. Includes private companies.
  See Corporate Tree, Investors and Investment tabs. Requires a personal password.
• ORBIS - For filtering subsidiaries by level of control. Includes private companies.
  See Corporate Group, Shareholders and Subsidiary tabs.
• Bloomberg – Best for insider information and graphs.
  Ticker symbol + <EQUITY> + PHDC for ownership or RELS for subsidiaries
• Doriot Library’s reference collection – For small private companies: “Who owns whom” and “Foreign companies in [Asia]” directories.
  Located in the REF200 section on the ground floor.
  

Strategy

• Euromonitor – For consumer goods.
  Search company, then choose sub-type: Global Company Profiles.
• Global insight - For telecommunications and automotive industries.
  Company profiles
  

SWOT analysis

• Marketline (Datamonitor) – The only source for SWOT analysis.
  Company overview page or Company profiles.
  

Tickers and extensions

• Yahoo Finance Symbol Lookup – Easy-to-use source for finding ticker symbols.
• Corporate information – To find the meaning of national company extensions (plc, ltd, Inc, S.A. etc.) and security identifiers.
  

Creating lists of companies by sector or other criteria (size, geography, financials)

• Capital IQ – Best interface and searching capabilities. Includes private companies.
  See "Screening" tab. Requires a personal password.
• Thomson Analytics – For creating lists via Excel, in addition to the web.
  See "Screening"
  In Excel, by company code only: Report wizard > Add entities
• ORBIS – The only source for searching sub-national regions. Includes private companies.
  Default search screen or Expert search screen (click on menu).

Group comparisons

• Capital IQ – Best interface. Includes private companies. Requires a personal password.
  Choose a company, then click on Quick comps.
  For company sets, choose a Project, then Screening > Comps.
• Thomson Analytics – Best for customizing the peer group.
  Choose a company, then Company analysis > Comparables > Peer sets
  Choose a list of companies, then Comparables.
  In Excel, under "Comps wizard" choose a base company then peer group
• ORBIS – Best source for including private companies in group comparison.
  Choose a company: "Peer report" or the P icon at the bottom of the screen;
  Choose a list of companies: "Peer analyses" tab at the top
• Bloomberg – To compare a company to its peer group.
  Ticker symbol + <EQUITY> + RV
• Factiva – To compare one company's ratios to its industry average.
  Under Company, choose a company then Reports > Ratio Comparison Report
• Doriot Library’s reference collection – Industry ratios based on large samples.
  Located in the REF552 section on the ground floor.
  

Directories of companies

• Doriot Library’s reference collection – For basic information, by sector (mainly finance) or geography.
  Located in the REF200 section on the ground floor.
  

Market share and brands

• Euromonitor – For brands and market share in the consumer goods sector.
  Statistics: see "Company shares" or "Brand shares"
  Company factfiles: see "Market share"
  Company profiles: see "Competitive positioning"
  Global company profiles: see "Performance", "Competitive positioning" or "Brands"
• Marketline (Datamonitor) – Market share for a wide range of industries (2000+).
  See Industry profiles.
• Bloomberg – For brands in all industries.
  Ticker symbol + <EQUITY> + RELS
  

Rankings, by sector or other criteria (geography, performance)

• Company rankings compiled by the Library – For well-known lists from the business press.
• Thomson Analytics – Best source for ready-made rankings that can then be customized.
  Screening & targeting > Search library
• Marketline (Datamonitor) – For rankings linked to company profiles.
  Industry overview page > "Company rankings";
  Company overview page > "Key competitors" >"Competitors by market" or "Company lists"
• Bloomberg – For investment bank rankings.
  For underwriter league tables type LEAG
  
  

Accounts Data, including key ratios, income statement, balance sheet and cash flow

• Capital IQ – Best interface. Includes private companies.
  Under Financials. Requires a personal password.
• Thomson Analytics – For historical data (15 years) and for lists of companies.
  Company analysis > Financials; in Excel: Report wizard
• ORBIS - For private companies.
  Under Financials and ratios.
• Factiva – Data with links to company news.
  Companies/markets tab > Company> Financial results;
  Also Companies/markets tab > Company > Reports > Ratio comparison report
  

Betas

• Bloomberg – For historical betas.
  Ticker symbol + <EQUITY> + BETA
• Thomson Analytics – The only web source for recent betas.
  Overview page “Key fundamentals”
• Datastream – For combining beta and historical equity data.
  Static request: <equity mnemonic> + BETA in datatype field
  

Credit ratings

• Capital IQ – For credit ratings via web.
  Under Fixed Income. Requires a personal password.
• Bloomberg – For historical credit ratings.
  Ticker symbol + <EQUITY> + RSKC
  

Equity data

• Datastream – Best for historical data (20 years) and for lists of companies.
  Excel add-in: Time series request
• Thomson Analytics – The only source via web for historical equity. Best for combining graphs and data (15 years).
  Interactive price chart; Excel add-in: Report wizard
• Bloomberg – Good graphing capabilities (15 years).
  Ticker symbol + <EQUITY> + GP
• Factiva – Quick source for recent data (2 years).
  Companies/markets tab > Quotes
  

Deals

• SDC – Most complete deals data: includes private equity, m&a, new issues, joint ventures.
• Thomson Deals (data from SDC) – Best source for M&A data via web.
• Venture Xpert (data from SDC) – Best source for private equity data via web.
• Capital IQ – For recent deals.
  Screening > Transactions. Requires a personal password.
• Windhover - For deals in pharmaceuticals.
  

Filings, including annual reports

• Capital IQ – Most complete source for filings via web and easiest to use. Both SEC and glossy annual reports.
  Under News & Filings. Requires a personal password.
• Thomson Analytics – Quick source for recent filings only.
  Under filings
• Bloomberg – Alternate source for historical filings.
  Ticker symbol + <EQUITY> + CF
• EDGAR SEC - For historical filings of US-listed companies.
  Under Historical Edgar archives
• Thomson First Contact – To purchase very old filings.
  Access for faculty only.
  

Investment research

• ISI Emerging markets – For emerging markets. Includes non-English sources.
  Company > Company analysis
• Business Source Complete - For transcripts of analyst interviews.
  Publications: Wall Street Transcript

Segment data, including business line and geographic segments

• Capital IQ – Easiest to use. Includes private companies
  Financials/ Valuations > Segments. Requires a personal password.
• Thomson Analytics – For data via Excel, as well as via web.
  Financials > More > Worldscope; Also Filings > Extel cards;
  In Excel: Report wizard > Add items
• ORBIS – Includes private companies.
  Under Segment Data

• Capital IQ – Most complete source for biographies, compensation, relationships and board/committee memberships.
  Under People
• Factiva – Best for news about executives from the business press.
  Search by name; can also use the subject index for interviews or people profiles
• ORBIS – Quick source for names of executives.
  Click on Board members & Officers
• Bloomberg – For mini CVs, including education.
  Hoover’s reports: Ticker symbol + <EQUITY> + HH;
  Ticker symbol + <EQUITY> + MGMT; name + <Help>
• Business Source Complete - For news about executives from practitioner/ academic journals.
  Select document type "Biography" or "Interview"
• Doriot Library’s book collection – For biographies of top executives.
  Located in the HC100 section on the 2nd floor.
• Business leader rankings – For top executive ratings by the business press.
• Doriot Library’s reference collection – For brief biographical information.
  Located in the REF150 section on the ground floor.
  

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