Investment Research
Investment Research & Financial Analysis
An evolving collection of financial models, valuation exercises, and independent research projects examining businesses, markets, and investment decisions. The objective is to demonstrate analytical methods, explain assumptions, and communicate conclusions clearly.
Market Snapshot
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Quotes may be delayed and are for informational purposes only. Not investment advice.
Projects
Completed research.
In development
Research projects are added here only after they are completed and verified. Work in progress follows the six-part framework below.
Research Presentation
Every project follows the same six-part structure.
01
Investment Question
What is being evaluated, and why?
02
Company Overview
Business model, industry, competitive positioning, and key drivers.
03
Financial Analysis
Historical performance, margins, cash flows, capital structure, and operating assumptions.
04
Valuation
Discounted cash flow analysis, trading comparables, or other appropriate methods.
05
Sensitivity Analysis
How changes to key assumptions affect calculated value.
06
Conclusion
Principal findings, limitations, uncertainties, and future research questions.
Technical Capabilities
Tools in development.
Capabilities listed here are planned or in progress, and will be labeled as completed only once functional projects are published.
- Excel financial modelsPlanned
- Python financial analysisPlanned
- SEC filing data integrationPlanned
- Discounted cash flow modelsPlanned
- Trading comparable analysisPlanned
- Sensitivity analysisPlanned
- AI-assisted research with human verificationPlanned
- GitHub-hosted research projectsPlanned
Financial Research Disclaimer
The research and analysis presented on this website are for educational and informational purposes only. They do not constitute personalized investment advice, a recommendation to buy or sell securities, or an offer of investment advisory services. Financial models rely on assumptions and may contain errors or uncertainties.
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Connect with Kayla.
Open to conversations with financial professionals, Bentley alumni, recruiters, and anyone working in investment management, private wealth, and financial markets.