work samples
Sample | 01
Actively Managed Certificate on SDGs​
I designed a quantitative screener and the automatic reporting for an impact equity strategy using both ESG and financial metrics. This AMC is exposed to 10 of the 17 SDGs (initiation 07/22).
*The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.
Sample | 02
STOCK PITCH
(ISRG US)
Stock Pitch on Intuitive Surgical​
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I made this presentation in the course of a recruitment process with Morningstar in 2020. I had limited access to data and only one week to produce a detailed recommendation* on a sector I was not familiar with. However, I learnt fast and I succeeded to showcase a well documented stock pitch using fundamental analysis, peer review and a very simplified Discounted Cash Flow.
*The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.
Sample | 03
Is it time for plan B-itcoin?​
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Are bitcoin's price fluctuations indicative of a financial bubble and should investors stay away from cryptocurrencies?*
The aim of this paper is to educate investors on the Blockchain and try to determine the fundamental value of a bitcoin with a view to detecting eventual speculative bubbles.
Three valuation models were used: a multiple linear regression; the Metcalfe's Law; and a production cost model.
*The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.
This report was written in 2018 and used small samples of data, therefore estimates may have changed dramatically.
Sample | 04
We need to flatten the curve​
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The new coronavirus has taken the world by surprise and everyone seems to be holding his breath. It is crucial to understand the mechanisms behind the spread of this disease to forecast the impact on the economy and take appropriate course of action.
I used the SIR model to predict the number of infected and dead people in one year.
To access the Excel spreadsheet, click on the picture.
To acces the analysis, search the article on my blog.
*The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.
This analysis was made on 24/03/2020. Given the rapid evolution of the COVID-19 outbreak, figures may not be accurate at the time you read this document.
