Builder / creator.
Projects
Finance
Long / Short Equity Research
Investment pitches on public companies, both longs and shorts.
Problem
Public-market investing comes down to connecting the business, the numbers, and what the market expects into one argument.
What I built
Full valuation models and write-ups on names like Palantir and Dillard's, in both long and short formats.
DCF modelingEquity researchPythonPresentation design
Outcome
A set of investing write-ups across different sectors.