Exact Sciences

Building your investment thesis

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Analysis in progress

Pulling historical financials

Annual and quarterly income statements, balance sheet

Parsing the annual report

Pulling earnings call transcripts

Scanning recent news and research

Distilling the big idea

Breaking down the core business

Auditing the numbers

Mapping the competitive landscape

Sizing up the leadership team

Evaluating the growth story

Building a valuation framework

Weighing up the evidence

Building the quality scorecard