Equity research, pitches & private markets
A curated sample of equity research, stock pitch, and private markets work. Materials are based on public information and/or redacted where applicable.
Recruitment Evaluation Only
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.
Private Markets and the Illiquidity Premium
A private markets research deck explaining private market investing, the illiquidity premium, allocation implications, risk considerations, return premiums, and the shift from traditional 60/40 portfolios toward alternative asset exposure.