Investment Research Portfolio
Equity research, stock pitch, valuation, and private markets work by Harry Patel.
Curated research and recommendation materials prepared to demonstrate due diligence, analytical thinking, modelling discipline, and clear investment communication.
Toronto Metropolitan University
Ted Rogers School of Management
Accounting and Finance
Major in Finance · Minor in Real Estate
Provided for recruitment evaluation only. Not investment advice.
Featured research and pitches
A curated sample of equity research, stock pitch, and private markets work. Materials are based on public information and/or redacted where applicable.
SLB N.V. (SLB) – Equity Research Report
An equity research report on SLB N.V., an oilfield services and energy technology company. The report demonstrates written research, industry analysis, business model assessment, investment thesis development, valuation framework, risks, and recommendation-style communication.
SLB N.V. (SLB) – Buy Pitch Deck
A buy pitch deck for SLB N.V., focused on its position as a global oilfield services and technology leader. The deck highlights company overview, energy industry outlook, investment theses, valuation, risks, mitigants, and recommendation.
Clean Harbors, Inc. (CLH) – Buy Pitch Deck
A buy recommendation for Clean Harbors, Inc., an industrial hazardous waste manager and oil re-refiner. The work highlights environmental services, hazardous waste market structure, PFAS cleanup opportunities, regulatory tailwinds, M&A discipline, vertical integration, valuation, and risk analysis.
Intuit, Inc. (INTU) – Buy Pitch Deck
A buy recommendation for Intuit, Inc., a mission-critical financial quality compounder serving consumers and small to mid-sized businesses. The pitch highlights resilient subscription cash flows, ecosystem cross-sell, AI automation, data moats, mid-market expansion, valuation, and investment risks.
Affirm Holdings, Inc. (AFRM) – Buy Pitch Deck
A buy recommendation for Affirm Holdings, Inc., a buy now pay later fintech company. The pitch demonstrates industry analysis, company overview, investment theses, risks, catalysts, valuation, and recommendation communication.
Shake Shack, Inc. (SHAK) – Buy Pitch Deck
A buy recommendation for Shake Shack, Inc., a fast casual restaurant company serving American cuisine. The work highlights consumer industry trends, unit economics, expansion opportunities, operating model analysis, risks, valuation, and investment recommendation.
Analytical depth, presented clearly.
Ambitious and intrinsically motivated senior year student at Toronto Metropolitan University's Ted Rogers School of Management, currently pursuing a degree in Accounting and Finance, with a major in Finance and a minor in Real Estate.
Harry's work focuses on public equities, investment theses, valuation frameworks, industry research, company analysis, risk assessment, and professional investment communication. This portfolio brings together selected pitch decks and research reports prepared to showcase analytical depth and presentation quality.
More about HarryCapabilities demonstrated through the work
Each skill is demonstrated through the selected work rather than stated in isolation.
Investment Research
- Company analysis
- Industry analysis
- Competitive positioning
- Investment thesis development
- Public company research
- Source-based due diligence
Valuation & Financial Analysis
- Comparable company analysis
- Valuation frameworks
- Forecast interpretation
- Scenario analysis
- Risk / return assessment
- Target price communication
Capital Markets Communication
- Buy pitch development
- Executive summaries
- Investment recommendation writing
- Slide-based storytelling
- Report writing
- Professional presentation design
Sector Exposure
- Financials / FinTech
- Consumer
- TMT / Software
- Industrials
- Energy
- Private markets / alternatives
Connect with Harry
For recruitment conversations, capital markets opportunities, or additional context on selected work, please connect through email or LinkedIn.