CHAOSS Working Group focused on Diversity, Equity, and Inclusion metrics

This repository contains the equity research report (pdf), stock pitch slide deck (ppt), financial models (xl), and a couple other preliminary analysis slides all conducted for the purpose of researching Mead Johnson Nutrition company. All the documents were prepared by me for a potential investment opportunity when I was a Senior Analyst for th…

This project consists of custom built modelling frameworks for pricing equity assets. Through the project's evolution, the framework evolves from a single case Discounted Cash Flow model to an interactive Probability Weighted Discounted Cash Flow model that includes multiple cases, multiple supporting models and is all built in Excel while utili…

Constituent history of the S&P 500 from various data sources

This project studies the effects of the shape parameter estimator uncertainty at different threshold levels on the value-at-risk confidence interval for quantitative risk management (QRM) using the Generalized Pareto Distribution (GPD) from the Extreme Value Theory (EVT) approach.

Financial analysis and demonstration of the classic algorithmic trading method, pair trading. This analysis compares the portfolio's growth with the underlying assets value and volatility over time.

PDF Statement Data Extractor and Analyzer. A Python script for extracting and analyzing financial data from PDF statements, with a focus on Schwab statements.

In this study, I empirically and statistically investigate the credibility of common asset pricing beliefs using data from S&P 500® constituents from January 2010–December 2020.

Implementations of Monte Carlo simulations for asset allocation solutions and examinations.

Intersectional Demographic Analysis of Over-response and Under-response of the New Orleans Police Department

I use python and sql to create programs to help real estate teams and investors increase revenue.

由于AI的快速发展，信息处理将发生巨大的变革，而证券研究工作本质上就是一个信息处理，所以未来证券研究工作方式将被颠覆。为了应对这种变化，我想向最先进的IT公司学习，学习项目管理及AI工具，同时希望找几个志同道合的朋友一起做一些证券基本面的研究工作。

Assessment of financial data to project future cash flows, calculate their current value, estimate the company's worth at a future point, and determine the present value of both future cash flows and the company's future worth to establish its overall valuation

This repository contains a small project where I study feasibility of using knockoff filters in portfolio management. More details are included in the Wiki page

Dataset for Last-Mile Relief Aid Distribution

Equity research and valuation methods to assess a financial position of a given company.

Modeling an Environmental-Social Green Space Index to Improve Community Health and Equity

This report analyzed KPIs to assess Whole Foods' financial health and performance. It benchmarked the peer retailers, revealing critical success factors and each business model's strengths and weaknesses. A regression model forecasted Whole Foods' revenue growth, and CAPM estimated the future stock trend to provide recommendations to shareholders.