- 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