Equity Research
My Research
Sell-side style notes I write outside of class. Each one is published with the full PDF, so the model and the exhibits can be read alongside the thesis.
SEP 19 Hermès International SCARMS STOCK PITCH · Consumer Discretionary — Luxury Goods
PT €2,366 AUG 4 Thales S.A.HO STOCK PITCH · Industrials — Aerospace & Defense
PT €240 JUL 3 Legrand S.A.LR STOCK PITCH · Industrials — Electrical Components & Equipment
PT €134 MAR 13 Reddit, Inc.RDDT STOCK PITCH · Internet — Content Creators & Aggregators
Archived · Not current
PT $195