Research & financial modeling
Selected projects in equity research, business valuation, capital budgeting and investment decision-making. Prepared for educational and professional development purposes.
MSCI Inc. (NYSE: MSCI)
Preliminary long thesis exploring the index franchise, financial data workflows, and opportunities in analytics and private markets.
Equity Research Pitch Deck
An independent 14-page research sample demonstrating the process of constructing an investment thesis from company filings, operating metrics and industry evidence. Valuation estimates are preliminary.
Laurentian Bakeries
Capital Budgeting & Financial Modeling
Developed the Excel financial model for a team investment appraisal of a proposed manufacturing expansion. The model examines 10-year incremental cash flows, NPV, IRR, demand scenarios, sensitivity and investment risk.
Based on an MBA teaching case. The original Ivey case document is not reproduced. The 50%, 75% and 100% cases are scenario assumptions, not probabilities.
All work is provided as a demonstration of research and analytical methods, not investment advice. Views are personal and do not represent an employer or institution.