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I most often base my analysis on company fundamentals, industry specific data, and broader economic trends. I read company quarterly presentations, but very rarely cut and paste presentation content and include it with my analysis. Those presentations are put together specifically to present company data and results in the most favorable way limited only by SEC regulations. I have not seen a single company presentation advising investors to sell.I sometimes work with fellow Seeking Alpha author Badsha Chowdhury.
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