Equity Researcher
& Founder

Education

Western University — BMOS, Honors Specialization in Finance & Administration
Adventis Financial Modeling Certification (FMC)
Working towards CFA Level I

Experience

2+ Years in Equity Research (Independent)
Founder of Alert Index
Lead Developer of MarketBrief

Specialization

Growth & Value Investor
US Tech Equities • Cloud Software, Fintech, and SaaS Companies
GARP • DCF/comps

My Top Returns

Live Return:As of October 8 2025 3:43 PM

My Current Top Picks

Live Return:As of October 8 2025 3:43 PM

GOOG
Alphabet Inc.
HNST
The Honest Company, Inc.
FUBO
fuboTV Inc.
ADBE
Adobe Inc.
CRM
Salesforce, Inc.
AMD
Advanced Micro Devices, Inc.
CELH
Celsius Holdings, Inc.
SNOW
Snowflake Inc.

Latest Equity Reports

Q4 2024
Celsius logo

Celsius® Strategic Project Feasibility Report

A corporate finance proposal assessing the feasibility and financial viability of Celsius opening a branded premium gym, using capital budgeting and strategic analysis.

25 pages

LEAD DEVELOPER:MarketBrief logo

Real-time macro & market dashboard for investors
Tracks equities, ETFs, commodities, global indices, and real-time news
Integrated earnings calendar with upcoming reports
Self coded with Javascript and Python
MarketBrief dashboard
View

FOUNDER OF:Alert Index logo

Online Clothing E-Commerce Business
Accumulated over 6 figures in sales
Have shipped to 5 continents
Directed end-to-end product development,sampling, production,and fulfillment
Optimized conversions with SMS and Email marketing, driving 15% total revenue

StockTrak Portfolio Management Competition

1st Place Finish

3316 Investment Management Competition

StockTrak
Western University

Achieved 1st place out of all 3316 sections competing student portfolios in a 9-week market investment simulation using StockTrak.

Constraints

  • 5–10% position limits per security
  • Maximum 20% cash holding
  • Diversified portfolio construction maintained throughout

9-Week Return

+14.27%

Sharpe Ratio

5.00

Full Report

Virtual Stock Exchange Competition Report

9 pages
Insights

Strategy & Outperformance

Built an actively managed portfolio balancing high-growth tech bets with defensive sectors. Emphasized disciplined stock selection, earnings catalysts, and diversification to manage risk.

  • Sector Focus: Growth in Technology & Fintech, Stability from Financials & Defensive Assets, Opportunistic plays in Consumer Brands.

S&P 500
Return

7.06%

My
Return

14.27%

Portfolio
Outperformance

+7.21%

Dow Jones
Return

7.90%

My
Return

14.27%

Portfolio
Outperformance

+6.37%

Nasdaq-100
Return

7.71%

My
Return

14.27%

Portfolio
Outperformance

+6.56%

Returns are from September 16th, 2024 to November 29th, 2024

Toolkit

Bloomberg Market Concepts

Bloomberg Market Concepts

Understanding in financial markets with Bloomberg, covering equities, fixed income, FX, and economic indicators.

Advanced Excel

Advanced Excel

Financial modeling, DCF modeling, LBO modeling, and valuation frameworks

Extensive Market Understanding

Extensive Market Understanding

Deep expertise across global equities, macro trends, and industry shifts

Python

Python

Data engineering, quantitative analysis, and automation pipelines

Adobe Suite

Adobe Suite

Creative direction, pitch design, and investor-ready storytelling

E-commerce Operations

E-commerce Operations

End-to-end execution across merchandising, marketing, and fulfillment

Risk Management

Risk Management

Portfolio construction, hedging frameworks, and downside protection

Javascript

Javascript

Data-driven web experiences and interactive investment dashboards

Open to Roles

Open to part-time, full-time, or contract. Quick reply; transcript and full CV on request.