Strategy

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Company Information

Perform due diligence research on your company to collect:

  • Internal perspective (SEC documents, press releases, other information provided by the company)
  • Industry perspective (industry reports, market research, ratio comparisons)
  • Expert perspective  (analyst reports, news)

Company Website: Investor Relations  - be sure to find and navigate to the Investor Relations section of a public company site which will provide company investor presentations, SEC documents and informative teleconferences/transcripts with analyst questioning of company management.

Finding Company Information

Company Website - will often list top executives. Look for sections related to "Leadership" or "Corporate Governance"

  • Company Website - Company web sites are a good resource to see how the company operates. T

Find Earnings Conference Call Transcripts:

In Nexis Uni

  1. In the Guided Search box, under "What Are You Interested In?" Click A Publication.
  2. Under Find Publication, type in the search box "FD (Fair Disclosure) Wire." That publication will appear in blue below the search box. Select it.
  3. Under "Search For Something Specific?," put in the company name or keyword you're looking for.
  4. Click Search to initiate the search.
  5. On the search results screen, you can change the way results sort.
  6. On the left-hand pane, you can narrow the results by date, people, etc.

On Seeking Alpha - use the “Search Transcripts” search box in the upper right hand corner of the page