Selected Work
Projects I’ve actually built, analyzed, and shipped.
Featured Project
Microsoft Valuation
Project Overview
This class project valued Microsoft through a comparable-company framework centered on cloud computing, enterprise software, and AI exposure.
I combined recent company news, industry risks, competitive positioning, and valuation multiples into one investment recommendation that argued Microsoft was undervalued relative to its long-term fundamentals.
Comparable Companies
- Alphabet
- Oracle
- Nvidia
- Adobe
- Visa
- SAP
Methods Used
- P/E with a median multiple of 33.9x
- P/OCF with a median multiple of 25.0x
- EV/Sales with a median multiple of 8.5x
- Weighted blend of 50%, 30%, and 20%
Investment Thesis
The project emphasized Microsoft’s cloud leadership, strong enterprise relationships, diversified revenue base, and early AI monetization through Azure and Copilot.
Risks
- Heavy AI-related capex pressuring margins
- Regulatory scrutiny in AI and cloud markets
- Execution risk around large-scale infrastructure builds
Catalysts
- Expansion of Azure and cloud market share
- Monetization of Copilot and AI products
- Broader enterprise adoption of AI productivity tools
Entrepreneurship
Launched Stella Elevate from the ground up
Founded and launched an e-commerce brand from scratch, owning sourcing, product selection, Shopify storefront design, brand identity, and customer acquisition strategy.
View Stella ElevateEquity Research
Built a Microsoft comparable-company valuation for class
Completed a valuation project on Microsoft using comparable companies and multiple-based analysis. The work compared Microsoft against peers like Alphabet, Oracle, Nvidia, Adobe, Visa, and SAP, then used P/E, P/OCF, and EV/Sales to arrive at a weighted target price of $487.55 per share.
See project detailsWeb Development
Designed and built this multi-page personal website
Built a personal site that goes beyond a single scrolling page, with custom styling, dark mode, an interactive travel globe, and a live Premier League table powered by a lightweight Python backend.
Explore the site