Company Strategy
S&P Capital IQ
Access: UCI - Authorized Affiliates
Geography: Global
A comprehensive company intelligence database, offering granular financial and capital structure information on millions of companies worldwide, including data and graphs for historic stock prices, including searchable SEC Filings.
Factiva
Access: UCI
Geography: Global
Worldwide coverage of local and regional newspapers, trade publications, business news wires, press release wires, media transcripts, news photos, and business-rich websites. The Expert Search function has pre-set search terms for competitive intelligence news about companies. News is often one of the only sources for strategy on private companies. Factiva's terms of use prohibit text mining, i.e. using any code or program (e.g. crawlers and APIs) to automatically retrieve or download large amounts of content.
Business Source Complete
Access: UCI
Geography: Global
Covers virtually all business subjects. News is often one of the only sources of strategy on private companies.
More Company Strategy Resources
You can also make more educated guesses about a company's strategy by analyzing:
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Explainer: Helpful SEC Filings |
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| 10-K | The annual report submitted to the SEC for a US publicly traded company. Here's how you read it. The 10-K/Q have the most detail about a company's finances; you won't find a more specific breakdown elsewhere. |
| 10-Q | The quarterly report submitted to the SEC for a US publicly traded company. |
| 20-F | The equivalent of a 10-K for a foreign company trading on a US exchange. |
| 8-K | A form submitted when a materially important event happens at a company, so shareholders know about it. |
| DEF 14A | The proxy statement, i.e. an annual definitive form submitted to shareholders before a meeting, with information about executives, board members, and issues on which shareholders can vote. |
| 13D or 13G | This form is filed when a person or group acquires a 5% or greater stake in a public company. It may be useful in identifying activist investors. |
What can I access? - PublicAccess is generally available to all users. Registration or account creation might be required to access. For commercial websites, the UCI Libraries do not offer premium memberships or subscriptions.
Access is available to all users ON the UCI campus and at GML. OFF campus access requires Authorized Affiliates to log into the VPN with their active UCInetID and password. Authorized Affiliates are users with an active UCInetID and password, i.e. current UCI students, faculty, and staff.
Access requires an active UCInetID and password. Authorized Affiliates are users with an active UCInetID and password, i.e. current UCI students, faculty, and staff.
These resources are not licensed by the UCI Libraries, but librarians occasionally promote them when they are relevant for certain types of research. Access is available only for Authorized Affiliates, who are also affiliated with the Paul Merage School of Business.
The resources are limited to select UCI populations, based on the user’s status, e.g. current UCI Faculty or PhD students. Please refer to the UCI Libraries for access instructions. Examples for why content may be limited include: a vendor set restrictions on who may access their information; alternatively, information may be sensitive, identifying, or embargoed;
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