Already know the research steps? Use these quick links to navigate to the resources from each question.
U.S. Publicly Traded Quick Links
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Sorted by Questions
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Sorted by Resource
1. Basic Information
Google Finance
MSN Money
Yahoo Finance
Business Source Complete (Requires payment)
Directory of Venture Capital & Private Equity (Requires payment)
Mergent Intellect (Requires payment)
Mergent Market Atlas (Requires payment)
2. Products/Services
Good Jobs First’s Subsidy Tracker
NAICS lookup
MSN Money
SEC’s EDGAR database
Thomas Register
Yahoo Finance
Mergent Intellect (Requires payment)
Mergent Market Atlas (Requires payment)
3. Facilities
BRBPub
Good Job First’s COVID Stimulus Watch
Search Systems
SEC’s EDGAR database
Mergent Intellect (Requires payment)
Mergent Market Atlas (Requires payment)
4. Workforce
Facebook
Federal Mediation and Conciliation Service (FMCS)
Free ERSIA
Glassdoor
LinkedIn
Monster
NLRB Case Search
SEC’s EDGAR database
US Department of Labor’s Career Stop website
Mergent Intellect (Requires payment)
Mergent Market Atlas (Requires payment)
5. Financial Information
Balance’s Guide to Reading and Understanding Financial Statements
Common Clues of Financial Statement Manipulation
Financial Analysis for Union Researchers
Fitch
Google News Archive
Investopedia
Merrill Lynch Guide to Understanding Financial Reports
Moody’s
MSN Money
Revenue Recognition Methods
Standard & Poor’s
Yahoo Finance
Zacks Investment Research
Mergent Market Atlas (Requires payment)
Morningstar Investment Research Center (Requires payment)
6. Company History
Business Journal
Crunchbase
SEC’s EDGAR database
Wayback machine
ProQuest (Requires payment)
Mergent Archive (Requires payment)
Mergent Market Atlas (Requires payment)
7. Corporate Strategy
EarningsCast
Fitch
Moody’s
Standard & Poor’s
Wall Street Transcript
ABI/ Inform Global (Requires payment)
Business Source Complete (Requires payment)
CB Insights (Requires payment)
Mergent Market Atlas (Requires payment)
8. Management
Facebook
LinkedIn
Little Sis
Rank and Filed
SEC’s EDGAR database
Union Buster Alerts
ABI/ Inform Global (Requires payment)
Business Source Complete (Requires payment)
Plunkett Research (Requires payment)
Mergent Market Atlas (Requires payment)
9. Stockholders
As You Sow
Little Sis
MSN Money
SEC’s EDGAR database
Yahoo Finance
ABI/ Inform Global (Requires payment)
Mergent Market Atlas (Requires payment)
Morningstar Investment Research Center (Requires payment)
10. Board of Directors
Facebook
Little Sis
Rank and Filed
SEC’s EDGAR database
ABI/ Inform Global (Requires payment)
Mergent Market Atlas (Requires payment)
11. Lenders
Search Systems
Mergent Market Atlas (Requires payment)
12. Parent Company
CrocTail
Crunchbase
SEC’s EDGAR database
Mergent Intellect (Requires payment)
ReferenceUSA (Requires payment)
Westlaw (Requires payment)
13. Subsidiaries
CrocTail
Crunchbase
SEC’s EDGAR database
USAspending.gov
Mergent Intellect (Requires payment)
ReferenceUSA (Requires payment)
Westlaw (Requires payment)
14. Industry
Economist Intelligence Unit
International Trade Administration
Web Wire
Yahoo Finance
BCC Research (Requires payment)
CB Insights (Requires payment)
IBIS World (Requires payment)
Marketline Advantage (Requires payment)
15. Competitors
Google Trends
SEC’s EDGAR database
SpyFu
Yahoo Finance
BCC Research (Requires payment)
IBIS World (Requires payment)
Marketline Advantage (Requires payment)
Mergent Market Atlas (Requires payment)
16. Raw Materials/Suppliers
Import Genius (Requires payment)
Panjiva
SEC’s EDGAR data
17. Transportation/Distribution/Dissemination
Federal Motor Carrier Safety Administration
The National Transportation Safety Board
SEC’s EDGAR database
Ad$pender (Requires payment)
18. Utilities
SEC’s EDGAR database
19. Customers/Clients
Angie’s List
Better Business Bureau
Federal Procurement Data System
FedSpeding.org
Panjiva
SEC’s EDGAR database
USAspending.gov
Yelp
Ad$pender (Requires payment)
WISERTrade (Requires payment)
20. Safety and Health
Good Jobs First’s COVID Stimulus Watch
Good Jobs First’s Violation Tracker
NIOSH
OHSA 300 Logs
OSHA Establishment Search
21. Environmental
350
Enforcement & Compliance History Online (ECHO)
Environmental Defense Fund
Good Jobs First’s Violation Tracker
Greenpeace
Right to Know Network
Sierra Club
USPIRG
ESG Manager on Campus (Requires payment)
22. Other Regulatory/Legal
Good Job First’s COVID Stimulus Watch
Good Jobs First’s Violation Tracker
JUSTIA
NLRB Case Search
PACER (Requires payment)
The Stanford Law School’s Securities Class Action Clearing House
U.S. Department of Labor
Underwriters Laboratories
Westlaw (Requires payment)
23. Community
AFL-CIO
Change to Win
Jobs with Justice
Mapping the Common Good
24. Political
Center for Responsive Politics
Follow the Money
The Federal Election Commission
Internal Links
| Links | Relevant Question |
|---|---|
| company annual report | 2, 3, 7, 8, 10, 11, 13, 16, 17, 18, 19 |
| Form 10-K | 2, 3, 4, 6, 11, 12, 15, 16, 17, 18, 19 |
| Form DEF 14A | 8, 9, 10, 12, 15 |
| general news search | 3, 6, 7, 8, 9, 10, 14, 20, 21, 22, 23 |
External Links
Paid Resources (Require Subscriptions)
| Links | Relevant Question |
|---|---|
| ABI/ Inform Global | 7, 8 9, 10 |
| Ad$pender | 17, 19 |
| BCC Research | 14, 15 |
| Business Source Complete | 1, 7, 8 |
| CB Insights (Note: you must be on the UMass network and sign up for an account to use this resource). | 7, 14 |
| Directory of Venture Capital & Private Equity | 1 |
| ESG Manager on Campus | 21 |
| IBIS World | 14, 15 |
| Marketline Advantage | 14, 15 |
| Mergent Archive | 6 |
| Mergent Intellect | 1, 2, 3, 4, 12, 13 |
| Mergent Market Atlas | 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 15 |
| Morningstar Investment Research Center | 5, 9 |
| Plunkett Research | 8 |
| ProQuest | 6 |
| ReferenceUSA | 12, 13 |
| Westlaw | 12, 13, 22 |
| WISERTrade | 19 |
Internal Links
| Links | Relevant Question |
|---|---|
| company annual report | 2, 3, 7, 8, 10, 11, 13, 16, 17, 18, 19 |
| Form 10-K | 2, 3, 4, 6, 11, 12, 15, 16, 17, 18, 19 |
| Form DEF 14A | 8, 9, 10, 12, 15 |
| general news search | 3, 6, 7, 8, 9, 10, 14, 20, 21, 22, 23 |
External Links
UMass Resources (for UMass Students only)
| Links | Relevant Question |
|---|---|
| ABI/ Inform Global | 7, 8 9, 10 |
| Ad$pender | 17, 19 |
| BCC Research | 14, 15 |
| Business Source Complete | 1, 7, 8 |
| CB Insights (Note: you must be on the UMass network and sign up for an account to use this resource). | 7, 14 |
| Directory of Venture Capital & Private Equity | 1 |
| ESG Manager on Campus | 21 |
| IBIS World | 14, 15 |
| Marketline Advantage | 14, 15 |
| Mergent Archive | 6 |
| Mergent Intellect | 1, 2, 3, 4, 12, 13 |
| Mergent Market Atlas | 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 15 |
| Morningstar Investment Research Center | 5, 9 |
| Plunkett Research | 8 |
| ProQuest | 6 |
| ReferenceUSA | 12, 13 |
| Westlaw | 12, 13, 22 |
| WISERTrade | 19 |
