Institutional equity research and valuation
Rotman MBA with an engineering background and practical experience at Imperial Oil. I focus on valuation, industry structure, capital allocation, and durable free cash flow generation. Work centers on sector-specific research—energy, software compounders, and medtech—producing IC-grade memos, valuation models, and recommendation frameworks for institutional clients.
Approach
Frameworks: valuation-first analysis, scenario-conditioned DCF, moat and operating leverage assessment, and rigorous sensitivity testing. Coverage emphasizes repeatable evidence, primary-source triangulation, and clear investment recommendations with explicit conviction levels.
Background
Engineering BASc gives a quantitative orientation to modeling; Rotman MBA provided formal finance training. Early-career experience includes operational exposure at Imperial Oil and sector diligence across private and public markets.