/ Research

Notes

Short, dense notes from the lab — concepts, model breakdowns and things learned along the way.

2025-04-12
Valuation
What I learned building my first DCF model
Notes on structuring assumptions, separating drivers from outputs, and why most of the work happens before the math.
6 min read
2025-04-03
Valuation
How WACC impacts valuation
A walk-through of how small changes in the cost of capital compound through a DCF, with a sensitivity table.
5 min read
2025-03-22
Concepts
Enterprise Value vs Equity Value explained
The bridge from EV to equity value, what gets added back, and the most common mistakes in M&A models.
4 min read
2025-03-10
AI
Using AI to speed up financial analysis
Where LLMs help (transcripts, summaries, drafting) and where they should not be trusted (numbers, sources).
7 min read
2025-02-27
Modeling
How sensitivity analysis works in valuation
Two-variable data tables, scenario design, and how to communicate ranges instead of false-precision point targets.
5 min read

More notes ship as projects progress. Sample posts shown.

What I learned building my first DCF model