Basics of Company Research
Published on Feb 11, 2016
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PRESENTATION OUTLINE
Basics of Company Research
Caitlan Maxwell, Business & Technology Librarian UW Bothell/Cascadia College Campus Library
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What you will learn...
- Identify different types of companies
- Identify different types of company information produced
We will focus on 3 types of companies...
- Public
- Private
- Subsidiary
Public Companies
- Traded on the stock exchange
- Must submit reports to the Security Exchange Commission(SEC) Annual 10-K Quarterly 10-Q
- Most accessible information
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Private Companies
- Does not sell publicly traded stock
- Not required to release information to government/general public
- Have to rely on outside sources for information
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Subsidiary Companies
- Parent company is not required to release information
- More challenging to find information (may depend on size)
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In summary
- Public companies produce the most information
- Private companies and subsidiary companies are more challenging to research
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Common Company information resources
Company website
- Includes annual report to the SEC: 10-K and annual report to shareholders (more glossy version of 10-K)
- Also includes other information such as corporate governance and any social responsibility projects
