Master of Accounting candidate, Rice University · CPA track
Equity analyst on The Wright Fund, with experience in asset management, accounting and wealth advisory. I build valuation models and analytical tools to understand how a business makes money and whether the price agrees.
Seeking 2027 roles in Investments & FP&A · Audit & Advisory
Rice University, Jones Graduate School of Business
Master of Accounting, CPA candidate · Expected May 2027
University of Houston
BBA, Finance & Accounting · Minor in Economics · Global Energy Management Program · Major GPA 3.85 · 2026
Energy & commodity markets, hospitality, golf, poker, chess, basketball
Independent valuations I built from public filings and market data: full operating models in Excel with a scenario manager, segment forecast, cost of equity, FCFE DCF, sensitivity grid, trading comps and a football-field summary. Prices and values are as of the date shown.
Base case slows growth to 15%/5%/4% as AI capex matures and gross margin eases from 74.5% to 68% under custom-chip competition. The price implies 7.5% terminal growth.
Download model (.xlsx)Memory is the most cyclical large industry in semiconductors, so the forecast is a cycle: record FY26 margins, then a two-year downturn to a normalized FY31 at a 40% operating margin.
Download model (.xlsx)Uses a peer-implied cost of equity (1 ÷ forward P/E + long-run growth) alongside CAPM. The DCF sits just above the peer P/E value of $24.86; the price implies 2.7% perpetual growth.
Download model (.xlsx)A mortgage REIT at 0.73× book with an 11% dividend yield. The DCF credits core earnings but charges maintenance capex and the equity needed to grow, and still lands at 1.1× book.
Download model (.xlsx)A reusable development model template and a full build-out for a mixed-use project (McNair Westgrove).
Research and analytics tools I've built in my own time to make investment analysis faster and more rigorous.
Valuation · risk · econometrics
A live web dashboard that pulls fresh market and economic data and recomputes ten models, including my DCFs re-run on today's prices.
Python · Streamlit · pandas · statsmodels
Hosted free; may take ~30 seconds to wake up if no one has visited recently.
Market data · financial statements · AI-assisted research
A Bloomberg-style market terminal with live prices, charts, SEC financial statements and FRED economic data, plus a desk of AI analysts that research the market and manage a $100k paper portfolio.
Node.js · Claude API · SEC EDGAR · FRED
Investment research discipline · backtesting · skepticism
A research process for investment strategies with one rule: an idea has to survive a skeptic before it earns capital. AI agents propose, test and challenge each strategy against standard benchmarks.
Python · pandas · Claude agents · FRED
Anomaly detection · data analysis · validation
An unusual-flow screener for prediction markets. It monitors ~42,000 politics markets on Kalshi and Polymarket, flags outsized or unusual trading, checks whether public news explains it, and grades every alert afterwards.
Python · SQLite · Kalshi & Polymarket APIs
Building a business end to end
A print-on-demand clothing brand: original artwork on tees, Stripe checkout and automatic fulfillment through Printful, so no inventory is held.
I'm recruiting for 2027 roles in investments, FP&A, audit and advisory. Email is the fastest way to reach me.