Harry Patel
Equity Research · Investment Pitching · Valuation · Capital Markets
A curated portfolio of equity research, investment pitch decks, valuation work, sector analysis, and private markets research prepared for recruitment evaluation by capital markets and finance professionals.
Major in Finance · Minor in Real Estate
A curated sample of equity research reports, investment pitch decks, valuation work, sector research, and private markets analysis prepared for recruitment evaluation.
Affirm Holdings, Inc.
Investment Pitch Deck
Financials · FinTech · BNPL
An investment pitch analyzing Affirm's BNPL ecosystem, merchant network, growth outlook, operating efficiency, partnerships, and valuation.
Shake Shack, Inc.
Investment Pitch Deck
Consumer · Restaurants
A consumer-sector pitch evaluating Shake Shack's premium fast-casual positioning, expansion strategy, operating model, margins, and valuation.
Intuit, Inc.
Investment Pitch Deck
Technology · Financial Software
A TMT-focused investment pitch analyzing Intuit's financial software ecosystem, cross-sell strategy, AI/data moat, mid-market opportunity, and valuation.
Clean Harbors, Inc.
Investment Pitch Deck
Industrials · Environmental Services
An industrials pitch focused on hazardous waste management, PFAS regulatory tailwinds, M&A execution, vertical integration, market share, and valuation.
SLB N.V. (Schlumberger Ltd.)
Equity Research Report
Energy Technology · Oilfield Services
A formal equity research report analyzing SLB's oilfield services leadership, digital integration strategy, offshore activity, ChampionX acquisition, CCUS opportunities, and valuation.
SLB N.V. (Schlumberger Ltd.)
Investment Pitch Deck
Energy · Oilfield Services · Energy Technology
A slide-based investment pitch analyzing SLB's business segments, geographic revenue mix, energy technology positioning, industry outlook, investment theses, valuation, and risks.
Private Markets and the Illiquidity Premium
Research Deck
Private Markets · Alternatives
A thematic research deck explaining private markets, the illiquidity premium, portfolio allocation changes, private equity, private credit, infrastructure, real estate, hedge funds, risks, mitigants, and market implications.
Built for capital markets — written for clarity.
Investment Judgment
Clear theses with defensible drivers, target-price logic, and an explicit view on what could break the call.
Modelling Discipline
Valuation grounded in unit economics, comparable companies, and scenario sensitivity — not point estimates.
Research Depth
Industry primers, regulatory context, segment analysis, and management-strategy review based on public information.
Professional Communication
Institutional-style decks and reports structured the way a PM, analyst, or recruiter expects to read them.
Senior-year finance student. Capital markets focused.
Harry Patel is a senior-year Accounting and Finance student at Toronto Metropolitan University's Ted Rogers School of Management, majoring in Finance with a minor in Real Estate. His focus is equity research, valuation, investment pitching, private markets, and capital markets communication.