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The company is Amazon. 



In this milestone, you will provide a brief history and overview of the company you selected. Use your company’s most recent Form 10-K filing and SEC Annual Proxy filing from The Securities and Exchange Commission’s (SEC) website to gather the information described in the rubric criteria. You will also provide a brief summary of your findings for your valuation team members and include a visualization in the summary.

Note: Refer to this module’s Discussion for the list of companies to choose from.

Specifically, you must address the following rubric criteria:


  1. Provide the most recent SEC Form 10-K filing link for the company.
  2. Provide the most recent SEC Proxy filing link for the company.

History and Overview

  1. Provide a brief company history overview based on external research of the company. Consider the following questions to guide your response:
    1. How long has the company been in business?
    2. Who was the original founder of the company?
    3. What significant changes to company leadership have occurred?
    4. How has the company changed since its beginning? Consider expansion of locations or products/services, etc.
  2. Identify all of the company’s major locations for their facilities and/or other properties.
  3. Identify all of the customers recognized by the company.
  4. List all of the names of the executive management team of the company.
  5. Identify all of the competition recognized by the company.
  6. Identify all of the major shareholders of the company.
  7. Describe business risks recognized by the company.
  8. Explain how the company is committed to environmental, social and governance (ESG) efforts and sustainability.
  9. Describe the company’s leadership in energy and environmental design (LEED) status. Consider the following questions to guide your response:
    1. Is the company currently LEED certified?
    2. If the company is not currently LEED certificated, is it working toward becoming LEED certified?


  1. Summarize your findings for the valuation team. Include the following details in your response:
    1. Explain what you learned as you researched the company.
    2. Identify the key points the valuation team needs to be aware of.
  2. Create at least one effective visualization that supports key points. Include the following detail in your response:
    1. Provide appropriate labels for the visualization(s).

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