Research

Valuations, models, and research notes. This is for learning and showcasing my process.

Valuation template (placeholder)

2026-02-02

DCF + scenarios + key drivers. (We’ll turn this into a repeatable format.)

DCFScenariosAssumptions

Note: Personal research for learning — not investment advice.

Research note (placeholder)

2026-02-02

Industry / business model notes and what I’m watching.

IndustryMoatRisks

Note: Personal research for learning — not investment advice.