01 / BUSINESS
Understand the engine
Revenue streams, competitive position, customer base, unit economics and management incentives.
Independent research portfolio
A practical equity-research process built around financial statements, operating drivers, valuation and risk. This website documents how I turn public information into a clear investment view.
01Research framework · repeatable, auditable, decision-focused
How I analyse a company
A research process that can be repeated.
Each report starts with the underlying business, rather than the share-price chart. I use consistent assumptions, source logs and sensitivity analysis so conclusions are transparent and challengeable.
02 / FINANCIALS
Test the numbers
Historical growth, margins, cash conversion, returns on capital, debt and working-capital trends.
03 / VALUATION
Value the future
Forecast drivers into a DCF and relative valuation, then test the conclusion with sensitivities.
04 / DECISION
Frame the trade-offs
Identify catalysts, bear cases, key risks and what would change the investment view.
05 / CHARTING
Plan the timing
Analyse market structure and confluence using a TradingView strategy I coded to support disciplined entries and risk management.
Research hub
Company analysis, in one dedicated place.
Browse covered companies, review the investment case and see the work that sits behind each conclusion — from financial drivers to valuation, catalysts, risks and charting context.
Educational portfolio content only. Each report should be refreshed using primary filings and current market data before any investment decision.
Modelling & data
From raw data to an investment conclusion.
My models use a driver-led forecast: revenue by segment or volume/price where available, margins, tax, capex, working capital and free cash flow. I compare the implied value from a DCF with trading multiples, then pressure-test the main assumptions.
ExcelPythonPandasNumPyMatplotlibPowerPoint-style output
Portfolio project
Research with a view — and the work shown behind it.
This is the first project in my finance and data-analysis portfolio. Future iterations will add full company reports, downloadable model templates and Python notebooks.