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Basic Question 1 of 2

Elements that are unique in the initial company research reports and not in the subsequent ones are:

I. industry overview and competitive positioning
II. financial analysis and model
III. valuation
IV. ESG considerations

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I am using your study notes and I know of at least 5 other friends of mine who used it and passed the exam last Dec. Keep up your great work!
Barnes

Barnes

Learning Outcome Statements

describe the elements that should be covered in a thorough company research report

CFA® 2025 Level I Curriculum, Volume 3, Module 5.