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NAME___ ________________ PID____________________

Answer the following question: What investment decision will you be making based on your
analysis? Invest in the company by purchasing its stock. Invest in the company by purchasing its
bonds.

The research I performed to determine the necessary data for successful


completion of this assignment was looking up the quarterly balance sheet for my
Accessing company using public websites such as Yahoo Finance. I also had to refer back to
my textbook to make sure I was looking at and interpreting the information
correctly such as fixed assets being the equivalent of PPE.

Analyzing the data from the quarterly balance sheet to identify key financial
indicators and trends relevant to your assignment. Consulting the textbook to
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ensure correct interpretation of financial terms and concepts. To clarify confusing
ideas, I could’ve spoken with peers or my professor as well as do online research.

I implemented my assignment effectively and efficiently by following a structured


approach, conducting thorough research, applying an analysis framework, and
continuously adapting and learning from the process. Through this iterative
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process, I developed a deeper understanding of financial analysis and investment
decision-making, which will serve me well in future academic and professional
endeavors.

I am more comfortable with all aspects of financial ratios and identifying if a


business is a good investment based on its ratios opposed to the industry’s
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standards. I may still need further instruction or practice in building more
advanced financial reports for forecasting and valuation purposes.

The ability to gather, analyze, and interpret data effectively is crucial in many
careers. For life’s challenges, understanding financial concepts and how to
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manage money wisely is essential. How can I forecast a company’s performance?
Where can I go to compare previous forecasts?

In light of this learning activity, I will continue to refine my financial analysis


skills, stay updated on industry trends, and actively seek opportunities to apply my
knowledge in real-world settings. I will also strive to integrate ethical
considerations into my decision-making process, recognizing the broader impact
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of financial decisions on stakeholders and communities. Ultimately, I aim to
leverage this learning to excel academically, pursue internships or job
opportunities in finance, and contribute positively to both the financial industry
and society as a whole.

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