I am an economics major at Penn State with experience in investment management and equity research. My work focuses on fundamental analysis, valuation, and sector research, with particular interest in technology, industrials, and infrastructure. This site hosts selected independent research and investment analysis.
Selected equity and sector research
AI Capital Expenditures: Market Implications and Second-Order Beneficiaries
A thematic research note analyzing the AI-driven capital expenditure cycle and identifying industrials and utilities as second-order beneficiaries.
I focus on investment research and market analysis and welcome questions, feedback, or discussion on my work.
Email: [email protected]