Use this guide to complete the assignments Prof. Dunn has for MGT185. It will lead you to the best resources to help you that are available through UC San Diego's Library. The resources are sorted in a functional, task-oriented way. Simply use the tabs above to get to a full listing of the resources you need.
Investment Banking by 
Here are links to frequently-used resources, for your convenience.
Provides detailed information about U.S. and International public companies. Content includes: links to SEC EDGAR filings, current and archived company profiles and annual reports, historical financial and stock price data, financial ratios, equity research reports, and industry reports. **This resource will be replaced by Mergent Market Atlas in June 2025.
Provides access to over 16,000 global sources including: * 1,000+ Global and local newspapers * 3,000+ Journals and magazines * 30,000+ Company Reports. Factiva.com delivers content in 27 languages, from Arabic to Vietnamese.
Workspace provides financial and economic data, news, equity reports, and company & industry analysis. Its international in scope and covers both public and private company information. Workspace is most often used for investment analysts’ reports, public company financials & filings, business news, economic indicators, stock prices, and data, and a variety of instruments (bonds, commodities, currencies, ETFs, futures, indexes, options and more). Unique content includes ESG data, performance forecasts & consensus estimates, deals & transactions (M&A, IPOs, venture capital & private equity). Download limit of 150 pages per day, reset daily at midnight local time. New users complete self-registration here - https://my.refinitiv.com/productregistration.html
When you sign up, it will ask you which of four 'licenses' you'd like to sign up for. You should choose the base package (Workspace for Students), which is the default; and AMR for Students if you want the additional investment house reports (recommended for this class).
Ignore/Do not sign up for Datastream for students or Academic add on licenses. Those are reserved for other purposes.
Refinitiv works best with Chrome browser.
Refinitiv Workspace announced a re-brand (Fall 2023); and soon you will see it called LSEG Workspace. Don't be surprised; it's still the same product platform and content.
Dates of coverage vary, some journals back to early 20th century. Abstracts and full text in virtually all subject areas related to Business, Management and Finance. Journal and magazine articles; also books, industry reports, company profiles, SWOT analysis, much more
GBI is a great first-stop for business and management information. It includes information on companies and industries from business and trade journals, academic journals, industry reports, newspapers, newsletters, and classic business reference sources. Search on a company name. In the search results, click on individual companies to open well-organized company profiles.
Nexis Uni contains thousands of full-text sources including newspapers, wires, transcripts, newsletters, magazines, trade journals; also industry news, company information, law reviews, court decisions, statutes. Coverage dates vary. International and U.S. sources.
https://ucsd.zoom.us/j/99556736499
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