Selected Investment Research & Pitch Work
A curated sample of equity research, investment pitch decks, and market analysis prepared for recruitment evaluation. The materials demonstrate due diligence, analytical thinking, valuation discipline, investment thesis development, risk assessment, and the ability to communicate a clear investment view.
Affirm Holdings, Inc.
Equities · Financials · FinTech · BNPL
An investment pitch analyzing Affirm's BNPL ecosystem, merchant network, growth outlook, operating efficiency, partnerships, and valuation.
Demonstrates: FinTech industry analysis, investment thesis development, partnership analysis, valuation framing, and risk / catalyst communication.
- Equity research
- FinTech industry analysis
- Investment thesis development
- Valuation
Shake Shack, Inc.
Equities · Consumer · Restaurants
A consumer-sector pitch evaluating Shake Shack's premium fast-casual positioning, expansion strategy, operating model, margins, and valuation.
Demonstrates: Consumer-sector research, unit economics thinking, expansion strategy analysis, margin analysis, and investment communication.
- Consumer industry research
- Unit economics
- Comparable company analysis
- Growth strategy analysis
Intuit, Inc.
Equities · 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.
Demonstrates: TMT research, software business model analysis, AI/data moat assessment, mid-market opportunity analysis, and valuation communication.
- TMT research
- Software business model analysis
- AI and data moat analysis
- Financial modelling
Clean Harbors, Inc.
Equities · Industrials · Environmental Services
An industrials pitch focused on hazardous waste management, PFAS regulatory tailwinds, M&A execution, vertical integration, market share, and valuation.
Demonstrates: Industrials research, regulatory analysis, M&A strategy assessment, market structure analysis, and risk / mitigant framing.
- Industrials research
- Regulatory analysis
- M&A strategy analysis
- Market structure analysis
SLB N.V. (Schlumberger Ltd.)
Equities · 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.
Demonstrates: Written equity research, energy-sector analysis, business model assessment, industry-cycle research, valuation synthesis, and report-style communication.
- Equity research writing
- Energy sector analysis
- Industry cycle research
- Valuation synthesis
SLB N.V. (Schlumberger Ltd.)
Equities · 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.
Demonstrates: Energy market analysis, segment analysis, investment thesis development, valuation framing, and institutional-style presentation.
- Pitch deck development
- Energy market analysis
- Segment analysis
- Management / strategy review
Private Markets and the Illiquidity Premium
Alternatives · 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.
Demonstrates: Private markets research, alternatives analysis, portfolio construction thinking, risk assessment, and thematic finance communication.
- Private markets research
- Alternatives analysis
- Portfolio construction thinking
- Risk analysis