Subject Specialists
Slides from 3/27 Class
Company Research Sources
- PitchBook This link opens in a new window
The best source for researching private companies, start-ups and investors. The amount of information can vary.
It is especially useful for seeing who has invested in a company and where else they have invested.
- Mergent Online This link opens in a new window
- S&P Global NetAdvantage This link opens in a new window
These primarily cover public companies, but will have some information on private companies. They are best for public financial data, but also have some company reports.
Investment Research Sources
Reports from investment banks and other sources can be good for background information and forecasts. Reports are generally only available for publicly traded companies.
Click on "All Featured Report Providers" to see options. JP Morgan Chase has the highest quality reports.
- Refinitiv Workspace This link opens in a new windowBroadest source for investment analyst reports. Registration required, which must be approved by local admins.
Market Research Sources
Industry Overviews
- IBISWorld This link opens in a new windowBroad overviews, best for identifying largest companies and general operating conditions.
- S&P Global NetAdvantage This link opens in a new windowThe broadest level industry reports. Mostly useful for looking at macro level conditions.