About
First-year MS Finance student in the Applied Security Analysis Program at Wisconsin School of Business. Written equity research on two names (SMR, ULTA) and a credit pitch (HPQ) through the program, and submitted a credit case for the Oaktree Future Leaders competition. Incoming Analyst and Risk Manager at Badger Fund, a student-managed long/short SMID-cap portfolio. CFA Level 1 certified.
How I Think
In each report, the setup was the same: extract the specific number the market is implying, find primary data that disputes it, and build a case that is falsifiable. On NuScale, a reverse DCF extracted the market-implied pipeline conversion probability: 45.2%. Stage-gate close rates put the correct estimate at 65%. That 20-point gap is the thesis.
On ULTA, Placer.ai foot traffic data showed ULTA gaining share while specialty retail declined, months before it appeared in same-store sales. The saturation narrative the market was pricing had already been contradicted by observable data. The question was how far consensus would have to move once it caught up.
Credentials
Toolkit
Outside the markets
I grew up in Nepal and still come back to the mountains whenever I can. These are from a recent trek through the Langtang and Helambu regions.
Buy-side and sell-side analyst / associate positions and internships. Available for informational conversations and interviews.
