Here are a few companies I’ve either looked at to understand new industries or learn other financial models.

Ayar Labs
November 19, 2025

  • Deck, Model

  • Takeaway: Not a L/S idea. Just a deeper dive into the optical I/O space


Pilgrims Pride (NASDAQ: PPC)
October 28, 2025


Ferrari M&A Case
March 27, 2025

  • Model

  • Takeaways: Accretion-dilution models