Bloomberg is Back on Campus!!! 

As of July 1st, Bloomberg is available on campus, as it was prior to Covid 19.  It is no longer available remotely. You can access Bloomberg at the physical terminals located in Lippincott Library or in Huntsman Hall.  

For those working away from campus, there are alternative resources available remotely, such as Refinitiv Workspace and S&P Capital IQ, which may provide similar information. 

Refinitiv Workspace, which covers financial market information, is a web-based application. While on the go, researchers can access the information they need, like stock and equity prices. For example, to find fixed income data, select Markets and then choose Fixed Income. You can then drill into areas like bonds, loans and credit default swaps. 

S&P Capital IQ also provides financial market information. Type in a company name to get started. Use the filters on the left to find information such as balance sheet data, investments, and relationships to suppliers and customers. You can also screen for companies by using the screening tool. Refinitiv has a similar function. 

For more information about any of these resources, please contact Lippincott Library for assistance. 

We look forward to seeing you in the Yablon Financial Resources Lab located in Lippincott Library.  

Thomson One and Workarounds with the New Chromium-based Microsoft Edge Update

Thomson ONE‘s full features are available only with the outdated Internet Explorer (IE) browser. This makes staying up-to-date on the latest browser workarounds critical to accessing this collection of company information, SEC filings, and analyst reports. Continue reading for details regarding this year’s Chromium-based update to Microsoft Edge.

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Reading is fun with Business Trends!

When you’ve got serious work to do, like writing a research paper or preparing for a job interview, Lippincott Library has resources to help. But did you know the library also has a selection of popular books to read for fun? If you’re interested in keeping up with general business topics, or looking for a way to pass the time on your commute, come check out the Business Trends section at Lippincott Library. Business Trends is a rotating collection of popular business books and bestsellers in marketing, management, and leadership.  

Business Trends display area and bookshelves filled with books in the Lippincott Library

You’ll find the Business Trends section as you’re walking into the library – across from the Information Desk and next to the periodicals. Business Trends has everything from biographies of business titans to management advice, and covers a wide variety of hot-button issues. Whether you want to know about AI technology or fast fashion, the gig economy or organic farming, Business Trends has got you covered.  

Here’s a few examples of popular titles you can find in the Business Trends collection: 

The Infinite Game, Simon Sinek 

Finite games have rules, scoreboards, and boundaries; when the whistle blows and the game is over, there are winners and losers. An infinite game, however, has no such clarity.  There are no rules, no endpoints, and no one goes home with a trophy – but using finite strategies is a sure way to lose. Simon Sinek offers advice on adapting to the infinite game of the business world by developing a resilient and forward-thinking mindset. Good leaders understand how to inspire others and build trusting environments, but Sinek argues that inspiration and cooperation are not enough: truly great leaders must be able to play the infinite game.  

The Age of Surveillance Capitalism, Shoshana Zuboff 

We live in a data-driven world, and many of us have accepted targeted ads and digital footprint tracking as part of the invisible, inevitable cost of using otherwise free services like Facebook and Google. Shoshana Zuboff delivers a blow to that complacency in her widely-discussed examination of surveillance capitalism, her term for the ominous new marketplace of human behavior prediction – and modification. Gone are the days of totalitarian states and Big Brother; Zuboff argues we now live in the shadow of “Big Other,” as unregulated and opaque private companies are given free rein to collect our data and influence our behavior.  

Work Wife: The Power of Female Friendship to Drive Successful Businesses, Erica Cerulo and Claire Mazur 

Erica Cerulo and Claire Mazur, friends and business partners, examine the unique benefits of female friendship in the business world. Sharing lessons from their own personal experience, as well as interviews with other women who have successfully navigated business partnerships, Cerulo and Mazur offer insight into what makes friendship among women in the workplace so special. Highlighting the importance of oft-ignored values like compassion and vulnerability, Cerulo and Mazur present a feminist vision of entrepreneurial cooperation.  

To check out these books (and many more!), stop by the Business Trends section the next time you visit Lippincott Library. With nearly one hundred titles covering a wide array of business topics, there’s sure to be something you’ll want to read. 

At last, Pitchbook has come along…

Lippincott Library is proud to announce the addition of Pitchbook to our list of business resources. Covering a vast array of data related to private capital markets, Pitchbook can provide the Wharton community with research information on private equity and venture capital. You will need to create an account, based on your Penn email address. There are download limitations:  Each individual has 25 downloads per month and can use up to 10 in a day.  Unlimited access using the API function in excel is available for public companies.

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CEIC: Download Data for International Research

Need macroeconomic data for more than 128 countries? CEIC offers metrics including GDP, CPI, Forex rates, imports, exports, retail sales, and investment as well as premium data for Brazil, Russia, India, and China, letting you match up and download data from multiple sources for further research.

The CEIC logo

Let’s say you need to compare India’s and Russia’s gross domestic product (GDP) and quarterly imports from China from 1990 through 2015.

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Thomson One Work-Around for Microsoft Edge

Thomson ONE only works with full functionality in Internet Explorer (IE), and within that, it only works properly in versions IE8 and below. For those of you familiar with this resource, this isn’t anything you haven’t heard before. Compatibility issues continue with Thomson ONE in the latest iteration of the Windows browser, Microsoft Edge. As has been the case before, there is a work around which you can find detailed below.

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The Library is Open!

Hello, Wharton students! Welcome to Lippincott Library and a new academic year. Find us online, chat with us during the day, email us after hours, call us at 215-898-5924 or head up to the second floor of Van Pelt-Dietrich Library and say hello! We’re here to support your research and academic needs. We offer a number of library services to do that.

 

RESEARCH TO GO. Have a question between classes? Visit us in Huntsman Hall! We hold office hours every Monday through Thursday 12:30 – 1:30 in JMHH 251.  Drop in and get quick answers for your job search or research questions.

 

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Our Business FAQ is your 24/7 librarian. Search by keyword or concept to find resources on topics such as market research, company financials, analyst reports and more.

DOCUMENT DELIVERY. Available to undergraduate students, MBAs,  PhD candidates and Wharton faculty. Email docdel@wharton.upenn.edu to request articles and book chapters. Include the full citation for the fastest reply.

BUSINESS NEWS. Put away your wallet! Lippincott Library subscribes to major newspapers like the Wall Street Journal, the Financial Times, the New York Times, and many other business periodicals such as the Harvard Business Review and The Economist. You can read them in print in the library or online through several of our databases. You also now have access to WSJ Pro through Factiva. To limit your results to articles from WSJ Pro, click “Search” and then click “Source” below the “Free Text Search” box. Type WSJ Pro in the “Source” search bar and select any WSJ Pro sections of interest.

GROUP STUDY ROOMS.  Have a team project or group presentation?  Reserve a room  for your meeting. We have smaller study rooms for 4-5 people and two larger rooms that accommodate 10-12 people.

YABLON FINANCIAL RESOURCES LAB. Your one-stop-shop for access to Bloomberg and Capital IQ. Yablon is open to Wharton students only whenever Lippincott Library is open, and our librarians are happy to help you with these resources.

WORKSbloomberg120611_2_560HOPS.  On Wednesdays we talk about Bloomberg. Each week we offer Bloomberg training from 3:30 – 4:30 in Yablon Financial Resources Lab. It’s hands-on so be sure to come a few minutes early to create your own Bloomberg account. Register for this and other business workshops here.

 

TEXT BOOKS. We have library copies of textbooks for many Wharton courses on reserve at the Lippincott Services Desk.  Most textbooks can be checked out for three hours and used in the library. Check if we have your textbook in Franklin’s Course Reserves catalog.

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DATAPOINTS is Lippincott Library’s blog. Follow us for tips and tricks about library databases, new resources we’ve added to our collection, and more. And follow us on Twitter @LippincottLib for business news, library workshops, and more.

We hope to see you in Lippincott Library soon!

Passport GMID for Market Entry Strategies

Passport GMID is one of our premier market research databases. Learn how to utilize this tool to its fullest when working to craft a market entry strategy for consumer products. This video will illustrate some of the many ways you can use Passport GMID to inform your decisions. And, feel free to contact the Lippincott librarians for additional assistance with using this great resource.

Ins and Outs of EINs

There is no shortage of symbols or numbers that can be used to identify companies, which makes trying to match company lists from different sources challenging. The more commonly used company identifiers include ticker symbols, CUSIPs, CIKs and ISINs, as well as proprietary numbers like D-U-N-S Numbers or BvD identification numbers. One of the less commonly used company identifiers is the Employer Identification Number (EIN), also known as the Federal Tax Identification Number. It is used by the Internal Revenue Service (IRS) to identify entities that need to file business tax returns. It is a nine digit number, either expressed as a single string (050155090) or with the first two digits, a dash/hyphen and the final seven digits (e.g. 05-0155090). EINs are not as readily available in directory and company databases as other identifiers. Where can you find EINs for company matching when you need them?

Individual EINs for a specific company are available from a company’s SEC filings; see Lippincott’s Business FAQ Where do I find SEC (Securities & Exchange Commission) filings? for details about locating these filings. On the front page of a filing, the EIN is listed as the IRS Employer Identification No.

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It is also listed in the filing submission text files with the label IRS Number. You can find EINs for private companies if they have filed with the SEC. See for example the IRS Number from the complete submission text file from a Form D filed by Uber in 2015.

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Corporate Affiliations, a directory database from LexisNexis providing corporate structure information, includes EINs in its records for public companies and some private companies. One caveat about Corporate Affiliations and the other resources mentioned below is that they often only list EINs for public companies, even though private companies are also required to obtain and use EINs. To find EINs in Corporate Affiliations, search for a company of interest and view its record. The EIN will appear toward the top of the record as FEIN.

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Note that Corporate Affiliations is misleading with regard to the exportability of EINs. While FEIN appears to be available as an exportable field, it is not populated in the export results; a FEIN column will display, but it will be blank. Another LexisNexis option is to use the FEIN search in Lexis.com. Lexis.com is available to current Wharton students, faculty and staff at Lippincott; please contact us at lippinco@wharton.upenn.edu to set up an appointment.

Mergent Online includes the EIN in the header information at the top of  the company record, labeled IRS Number.

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These can be exported for 500 records at a time via the Company Analyst List option that appears on the results page after running a search.

After adding companies to the analysis list, click the My Mergent Tools button and select Company Analysis List. From the My Mergent Tools page, select Company Comparison Report. EIN appears as IRS Number in the Select Data Items area.

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EINs for nonprofit organizations can be found in their IRS 990 filings, officially titled Return of Organization Exempt from Income Tax.

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See the 990s, Financials & Regulations tab of our Nonprofit Sector research guide for information about tools for locating 990s.  They appear At a Glance section of each foundation record in the Foundation Directory Online.

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The National Directory of Nonprofit Organizations includes the EIN in organization records, and also provides it as a field in exported lists.