Here are a few companies I’ve either looked at to understand new industries or learn other financial models.
Pilgrims Pride (NASDAQ: PPC)
October 28, 2025
Initial Research
Takeaway: I looked into PPC because chicken’s my favorite food, but after researching I realize how important it is to think about cyclicality because of chicken and cattle cycles being the main driver within this industry. In the future, for cyclical businesses, I’ll try to identify the KPIs that drive the next cycle and when they’ll inflect.
Ferrari M&A Case
March 27, 2025
Model
Takeaways: I looked into this for the Global Harvard Case Competition, but through the case, I understanding pro-forma and accretion-dilution models, and how to evaluate M&A synergies, which proved helpful when evaluating the SNPS and ANSS acquisition.