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  • Longevity 
    • Does the company possess any economic moat? If yes, identify the source of the moat. Is it from switching costs, network effect, intangible assets, cost advantage, or efficient scale?

 HELPFUL SOURCES

  • FactSet and Bloomberg
  • Earnings Call Transcripts for two latest quarters (FactSet and Bloomberg)
  • Latest 10K and 10Q filings (Business summary, risk factors, selected financial data, MD&A sections)

Mergent Online database (library webpage) for initiation of coverage reports from sell-side analysts