CM—002
Capital One–Discover transaction mechanics
A historical case study of fixed-exchange-ratio consideration, price-risk transfer, management targets, and transparent sensitivity analysis.
COMPLETE RESEARCH COLLECTION / 21 ENTRIES
Finance research with dates, assumptions, and limitations visible.
Independent educational work across equity research, valuation, capital markets, portfolio and risk, derivatives, quantitative research, and CFA learning. Nothing here is current market data, audited performance, or investment advice.
FILTER BY FINANCE DOMAIN
All research entries.
“Portfolio reviewed” records the website review date, not a fresh market-data update or renewed recommendation.
No entries match those filters.
ER—001
Vistra Corp — independent stock pitch
BUY at $153.79 with a $208 target and 35.2% report-date upside, using a 60% DCF / 40% relative-multiples blend.
ER—004
Vistra — fundamentals moved before the price
A follow-up asking whether improving operating evidence means the thesis is early—or whether its expected catalyst is wrong.
ER—002
First Solar — company and industry analysis
BUY at $198.815 with a $250 target and 25.7% projected upside in the source report, supported by operating, DuPont, industry, and risk analysis.
ER—003
Take-Two Interactive — catalyst and scenario analysis
Illustrative long-term Overweight with a $281 target and 12% report-date implied return, balanced by a cautious near-term view.
V—001
AI IPOs and Wall Street dependence
A visual thesis on the tension between AI-led financial disruption and continued reliance on investment banks for public-market liquidity.
V—002
DCF versus trading comparables
Where assumptions, market mood, false precision, and circular logic can distort two standard valuation methods.
V—003
A great business and a great stock are different bets
Why strong operating results can coexist with a falling share price when expectations were already embedded in the valuation.
V—004
Two races, one AI power problem
A comparison of the race to generate enough firm power with the less mature race to store it for long durations.
V—005
The mind that reads the market
A visual reading note about how cognitive bias can shape the interpretation of markets and investing decisions.
L—001
Building a disciplined CFA Level I study routine
Study-process reflections plus compact explainers on the illiquidity premium and survivorship bias—presented as learning work, not an exam result.
S—001
How to read an earnings call like an analyst
A five-part checklist for comparing language, listening to unscripted answers, tracking omissions, and assessing guidance framing.
S—002
What they don’t say says the most
Four recurring omissions that can prompt deeper diligence: disappearing metrics, non-answers, softer language, and shifted framing.
S—003
Why active-fund statistics need dated sources
A research-integrity note explaining why an undated, unattributed performance statistic was removed rather than presented as evidence.
S—004
A cheap stock and a bargain aren’t the same thing
A qualitative framework for separating structural business impairment from temporary, potentially fixable setbacks.
R—001
When psychology meets market structure
Why an obvious pricing contradiction may still fail to become an executable arbitrage.
R—002
Corporate derivatives use and stock liquidity
How to distinguish a risk-management research question from an unsupported return claim.
R—003
Why profitable backtests can disappear
Search costs, data snooping, implementation friction, and out-of-sample decay change the answer.
P—004
Why missing evidence should still show as zero
A learning note about incomplete research records, stricter gates, and honest uncertainty.
CM—001
Negative-yield debt — market dynamics and financial implications
Dev Pandya’s educational synthesis of the 2010–2019 negative-yield environment. Figures and frameworks are attributed to named third-party publishers inside the deck, but it is not current market data and does not contain a full citation ledger.
ER—005
Apple — value versus growth stock analysis
Dev Pandya’s MBA AF 632 coursework using point-in-time Bloomberg Terminal screenshots and estimates. The document is historical academic work—not current equity research, an independently sourced recommendation, or investment advice.