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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 happy to say that I passed! Your study notes certainly helped prepare me for what was the most difficult exam I had ever taken.
Andrea Schildbach

Andrea Schildbach

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.