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A. List about 20 San Francisco Bay Area firms (use Bloomberg index or Wikipedia's San Francisco Bay Area Firms list) that seem potentially interesting to
A. List about 20 San Francisco Bay Area firms (use Bloomberg index or Wikipedia's San Francisco Bay Area Firms list) that seem potentially interesting to you --list only names. B. Discard 15 of them and explain why with a single sentence paragraph for each company discarded. C. Focus on three of the remaining five firms and perform the following quick analysis on each one of them. Your quick analysis must have the following format: 1. Brief company description. 2. Brief industry characteristics and main competitors. 3. Company analysis using sustainable growth and DuPont analysis (use tables and explain what the numbers mean). 4. Analysis of statement of cash-flows (one page for each company). Specifically, comment on the evolution of their cash flows (operating, investing, and financing). Make sure you explain whether the company has been investing (negative investing cash flows period after period), and how it has paid for such investing (series of positive operating cash flows, issuing securities). (Extracredit: What's the story with free-cash flows?) 5. Summary trading recommendations (strong buy, buy, hold, sell) and brief explanations
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