ross high tech club - introduction to company research
TRANSCRIPT
Introduction to Company Research
October 17, 2010
Agenda
1. What Is Effective Research?
2. What Are Available Research Sources?
3. Ross-Specific Resources
4. Useful Company Documents
5. Web-Based Resources
6. HTC Research Wiki
7. Connecting with Alumni
8. Resource Summary
Agenda
1. What Is Effective Research?
2. What Are Available Research Sources?
3. Ross-Specific Resources
4. Useful Company Documents
5. Web-Based Resources
6. HTC Research Wiki
7. Connecting with Alumni
8. Resource Summary
What Is Effective Research?
• Why Conduct Research? – Companies expect it
– Shows your excitement about the company & industry
• Effective Research = Research + Analysis
Minimum Required
Good Impressive
Products
Competitors
Industry Trends
Recent News
Strategic Vision/ Financial Performance
Opinions on strategies*
What can be improved*
* - Not your personal opinion but opinion based on sound facts & marketing/ finance principles
Agenda
1. What Is Effective Research?
2. What Are Available Research Sources?
3. Ross-Specific Resources
4. Useful Company Documents
5. Web-Based Resources
6. HTC Research Wiki
7. Connecting with Alumni
8. Resource Summary
What Are Available Research Sources?
• Ross Specific Resources • A-Z Databases- Industry and company research
• Web-Based Research
• Ready To Use• Blogs, Websites etc
• Customizable• Google Reader -Track industry related blogs in one place
• Yahoo Finance – Track company-specific news
• HTC Research • HTC Research Wiki-Dynamic resource powered by you
• Useful Company Documents • Website
• Company 10-K (Annual Report)- Overview of core business and strategic issues
• Quarterly Earnings Calls – Current strategic issues and market position info
Agenda
1. What Is Effective Research?
2. What Are Available Research Sources?
3. Ross-Specific Resources
4. Useful Company Documents
5. Web-Based Resources
6. HTC Research Wiki
7. Connecting with Alumni
8. Resource Summary
Ross-Specific Resources Industry/ Company Databases
• Generic: E.g.
– Marketline
– OneSource (e.g. Amazon)
– Forrester
• Specific:
– eMarketer (e.g. Video Industry)
Agenda
1. What Is Effective Research?
2. What Are Available Research Sources?
3. Ross-Specific Resources
4. Useful Company Documents
5. Web-Based Resources
6. HTC Research Wiki
7. Connecting with Alumni
8. Resource Summary
Useful Company Resources
• Company Website
• Investor Relations Website (e.g. Google, MSFT)
• 10-K Annual Reports (using Yahoo Finance)
• Letter to Shareholders (e.g. Amazon)
• Earnings Calls
Agenda
1. What Is Effective Research?
2. What Are Available Research Sources?
3. Ross-Specific Resources
4. Useful Company Documents
5. Web-Based Resources
6. HTC Research Wiki
7. Connecting with Alumni
8. Resource Summary
Web-Based Ready to Use Resources
• Blogs & Aggregators
– TechMeme
– Seth Godin’s blog
• Websites
– TechCrunch
– Silicon Alley Insider
– WikiInvest
– CNET
– ZDNET
– Gizmodo
Web-Based Customizable Resources Google Reader Yahoo Finance
Agenda
1. What Is Effective Research?
2. What Are Available Research Sources?
3. Ross-Specific Resources
4. Useful Company Documents
5. Web-Based Resources
6. HTC Research Wiki
7. Connecting with Alumni
8. Resource Summary
Agenda
1. What Is Effective Research?
2. What Are Available Research Sources?
3. Ross-Specific Resources
4. Useful Company Documents
5. Web-Based Resources
6. HTC Research Wiki
7. Connecting with Alumni
8. Resource Summary
Connecting with Alumni
• Step 1 – Find Them– Ross Alumni Database
– LinkedIn.com
• Join pertinent groups
• Step 2 – Find Something in common
• Step 3 – Draft email– OCD’s Quick Tips: Informational Networking with Alumni
• Step 4 – Call/ Meeting– Be prepared
– Its about him/her, the work and the company; not about you…
Agenda
1. What Is Effective Research?
2. What Are Available Research Sources?
3. Ross-Specific Resources
4. Useful Company Documents
5. Web-Based Resources
6. HTC Research Wiki
7. Connecting with Alumni
8. Resource Summary
Resource Summary Resource Location
Industry/Company Databases www.bus.umich.edu/KresgeLibrary
Company 10-K and 10-Q finance.yahoo.com
Google Reader reader.google.com
HTC Research Wiki http://rosshightechclub.pbworks.com/
Sample Letters to Alumni OCD’s Quick Tips:Informational Networking with Alumni