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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?


  • 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