Builder / creator.
Projects
Finance
Snowflake (SNOW) Dossier
A deep write-up on Snowflake as an investment.
Problem
Good investment analysis needs more than an opinion. It needs a model, a view on what could change the company, and an honest downside case.
What I built
A three-scenario valuation, 12 quarters of KPI history, and a structured write-up pulling it all together.
Equity researchDCFScenario analysisSEC filings
Outcome
A complete argument from the numbers to the story to the valuation, written so a finance reader can follow it.
What I learned
- The full argument in one piece, not scattered across decks.
- Grounded in real financials and public filings.