Equity Research & Investment Analysis
Speaking Impact
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Covered a portfolio of public companies, tracking earnings reports, industry trends, and market-moving news to provide actionable insights.
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Refined investment theses by reviewing expert call transcripts, investor presentations, and research reports from leading platforms.
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Developed detailed financial models, benchmarking companies within the industry to assess valuation, growth potential, and risks.
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Identified investment opportunities by analyzing fundamentals, technical indicators, and market sentiment.
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Presented insights to fund managers & investors, aiding data-backed decision-making.
Services & Offerings
How I Work?
Step 1: Research & Data Gathering
🔹 Leverage platforms like Capital IQ, Alphasense, Visible Alpha to track market data
🔹 Monitor earnings releases, industry reports, investor presentations
🔹 Review expert call transcripts to extract actionable insights.
Step 2: Financial Modeling & Valuation
🔹 Build a Consolidated Financial report by analyzing Historical of Income Statement, Cashflow and Balance Sheet of the Comp. Finalizing a scenario-based model to evaluate company performance
🔹 Conduct fundamental & quantitative analysis to assess profitability and risks
🔹 Benchmark financials against industry peers
Step 3: Market & Competitive Intelligence
🔹 Identify market-moving events, industry catalysts, and regulatory impacts
🔹 Analyze competitor financials, M&A trends, and growth strategies
🔹 Generate data-backed investment insights for fund managers and analysts
Step 4: Reporting & Decision Support
🔹 Present findings in clear, concise investor reports and dashboard
🔹 Collaborate with fund managers, analysts, and investment teams for strategy alignment
🔹 Deliver high-impact recommendations to drive investment decisions
Let's Chat
I’d love to hear from you! Whether you have questions about my services, want to discuss potential collaborations, or simply want to learn more about how I can help your business grow, feel free to reach out.
You can contact me through the form below or connect with me on LinkedIn. I’m always open to new opportunities and meaningful conversations.
Looking forward to connecting with you!
