Investing

Disclaimer: I don’t take a stance (long or short) on most of these companies – these are just the notes I’ve taken to understand the businesses on a deeper level. If they eventually become an actual pitch, you’ll find the finished product here. As always, contact me at kzeng0408@berkeley.edu if you’d like to discuss any of these businesses further. My views are NOT investing advice.

Note: The formatting is a bit wonky on my breakdowns – you’ll need to download and then play with the layout in the bottom right for it to look right

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Company Breakdowns

[8-4-23] Arlo Technologies (NYSE: ARLO)

• 1-Pager
• Model

[8-3-23] Pagaya (NASDAQ: PGY)

• 1-Pager
• Model

[7-31-23] Construction Development Investment Corporation (HOSE:DIC)

• 1-Pager
• Model

[6-10-22] CHWY (NYSE: CHWY)

• High-level Research
• Excel Model (TAM, Unit Economics)

[5-20-22] Dillards (NYSE: DDS)

• High-level Research
• 3-Statement + Valuation Excel Model

[3-25-22] ARKO Corp (NYSE: ARKO)

• High-level Research
• Slide Deck
• Market Sizing, Customer Breakdown, Critical Factor Analysis (Excel Model)

[2-25-22] Berkshire Grey (NASDAQ: BGRY)

• High-level Research
• Primary Research

[1-31-22] Cold Storage // Chain

• Sector Research

[1-24-22] Americold (NYSE: COLD)

• High-level Research
• Industrial REIT Stock Price Analysis

[1-12-22] Trucking/Shipping/Transportation Industry

• Sector Research

[11-25-21] GAP (NYSE: GPS)

• Company Breakdown
• Earning Transcripts
• Model

[11-23-21] 8×8 (NYSE: EGHT)

• Company Breakdown

[11-14-21] RingCentral (NYSE: RNG)

• Company Breakdown
• Sell Side Notes

[11-9-21] Zoom Communications (NASDAQ: ZM)

• Company Breakdown
• Sell Side Notes