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FIN4433 Portfolio Analysis (Sackos) Fall 2023

Analysts Profiles & Reports

Analysts reports provide an alternate point of view to a company's web site and SEC filings.  These reports and profiles are also helpful as an introduction to the company.  Often times investment reports on a single company will differ on their SWOT analysis and whether to buy, sell or hold.  Most publicly-held companies are followed.  Private companies may have a profile, but not an investment report, however they may be compared in competitor reports.

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