Self-Directed Research — Not Affiliated With Any Sell-Side Desk
A working set of financial models built independently: DCF valuations, an LBO, and ratio-driven company profiles. Built to practice the mechanics properly, not to hit a specific conclusion.
CFA Level I
DCF Valuations
HUL.NSBottom-up 3-statement model across four reporting segments, DCF with WACC derivation and terminal value sensitivity.
±3%FCFF vs. Actual → COSTDCF and comparable company analysis against Walmart, Target, and Amazon, with a toggle-driven bear/base/bull sensitivity dashboard.
7.58%WACC → AMZN3-segment operating model (North America, International, AWS) built from 10-K filings, DCF cross-checked against trading comps.
8.33%WACC → BRK.ASegment-level DCF across Insurance, Railroads/Utilities/Energy, and investment income, with scenario switches by segment.
+4.8%Implied vs. Spot →Transaction Modelling
QSR / BKWLeveraged buyout replicating 3G Capital's 2010 take-private: debt tranches, entry/exit multiples, and equity return waterfalls.
21.0%Base Case IRR →Financial Statement & Ratio Analysis
TATACONSM.NSFull ratio analysis across profitability, returns, working capital, and cash conversion, built from historical financial statements.
-36.7dCash Conv. Cycle → ITC.NSOne-page company profile plus a full 3-statement and ratio model: margins, valuation multiples, capital structure, and recent developments.
19.7xEV/EBITDA →