Itaú Unibanco

Building your investment thesis

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Analysis in progress

Pulling historical financials

Annual and quarterly income statements, balance sheet

Reviewing 10-K disclosures

Pulling earnings call transcripts

Scanning recent news and research

Forming the core argument

Understanding how they make money

Tracing the financial trajectory

Mapping the competitive landscape

Sizing up the leadership team

Sizing the opportunity ahead

Building a valuation framework

Writing the final call

Tallying up the evidence