Senior Year Projects

Rutgers University

Date: Fall 2021
Overview: Each short paper responds to a prompt inspired by the two books we had to read in the course: Mastering the Market Cycle and Principles of Big Debt Crises.
Keywords:
- Wall Street
- investment management
- Howard Marks
- Ray Dalio
- leverage
Work: Click here

Date: Spring 2022
Overview: As part of a team project, each team had $10 million of virtual money on Bloomberg to invest in the following asset classes: cash or cash equivalents, fixed income, single-name equities, and ETFs or mutual funds as long as all investments were made in USD and no leverage is used when making the investment. The objective of the project was to beat the benchmark, of which 60% was the S&P 500, 30% was the Bloomberg Aggregate Bond Index.
Keywords:
- Wall Street
- investment management
- financial analysis
- relative value
- trading
Work: Click here

Date: Spring 2022
Overview: As a part of this course, I analyzed multiple companies using strategic analysis frameworks like Porter's Five Forces, SWOT Analysis, Key Success Factors, VRIN Analysis, Value Chain Analysis, and several others.
Keywords:
- case study
- Southwest Airlines
- Amazon
- Apple
- Walmart
- strategic issues
- recommendations
Work: Click here

Date: Spring 2022
Overview: My team and I prepared a comprehensive analysis of Spotify for our final project. We analyzed Spotify's external and internal environments to offer a recommendation to improve the company. The analysis found that Spotify’s primary strategic issue is the lack of sustainable competitive advantages in terms of exclusive content. This issue can be addressed by adding exclusive user-generated content on the Spotify platform to attract premium users and generate advertising revenue. Implementing this recommendation would offer Spotify a net present value (NPV) of €457.9 million based on a 5-year analysis using its internal discount rate of 8.5%.
Keywords:
- case study
- final project
- company analysis
Work: Click here

Date: Spring 2022
Overview: As the final project for this course, I created a financial model for McDonalds from scratch using historical financial statements, public reports, analyst research, and management guidance. The model concluded that at the time of the model construction, MCD stock is recommended in a hold position.
Keywords:
- financial analysis
- security selection
- analyst recommendation
- Excel
Work: Click here