Equity Research · Financial Modeling
I build equity research and financial models, and run due diligence on early-stage deals. Finance major at the University of Nebraska–Lincoln.
Argan is a holding company whose core subsidiary, Gemma Power Systems, engineers and builds natural-gas and renewable power plants — placing it directly in the path of AI and data-center electricity demand. I built a bottom-up DCF and a peer comps set, weighed a $2.9B project backlog and a debt-free balance sheet against a stretched valuation premium, and landed on a Pass with a blended target of $455 against a $575 market price.
RTX is one of the world's largest aerospace and defense companies, spanning commercial jet engines at Pratt & Whitney, aircraft systems at Collins Aerospace, and missiles and defense at Raytheon. I built a full equity pitch with a DCF, relative valuation, and multi-scenario sensitivity analysis — modeling the forward earnings impact of the powder-metal contamination crisis and the GTF fleet inspection program — and landed on a Hold with a target of $208.67 against a $198.09 market price.
Apple designs the iPhone, Mac, and a growing suite of hardware, alongside a high-margin services business spanning the App Store, iCloud, and subscriptions. I built a three-statement financial model from the FY2025 10-K — full income statement, balance sheet, and supporting schedules across FY2023 to FY2025 — plus a relative valuation centered on services growth, replacement-cycle dynamics, and the capital return program.
Due diligence, valuation, and term-sheet review across early-stage deal flow. Wrote investment memos and presented buy and pass recommendations to fund leadership. Built models across multiple sectors and contributed to portfolio monitoring.
Ran variance and reporting models supporting funding recommendations for a $500K donation fund serving humanitarian organizations across the Middle East, Asia, and Africa. Built recurring reporting to track cash flow, burn rate, and runway.
Worked with the crew to hold the project's overall vision, ran daily briefings, and coordinated lighting and cameras with the director of photography to keep production on schedule.