Finance
Financial models, notes, and my thoughts on the market.
Company Builds
Apple
AAPL · Technology
This was one of my first financial models. The DCF is done quarterly (3Y) and projections are forcasted out for the next 5Y (2Y being quarterly). So it was a big build for my first one, learnt a lot with this.
Completed: Feb 17, 2025
Amgen
AMGN · Biotech
This was good practice and gave me exposure to the structure and revenue drivers of companies within theBiotech industry
Completed: Apr 02, 2025
Seagate
STX · Technology
The AI boom and exponential growth in compute have increased demand in the data-storage industry. This DCF model for Seagate, monitors actual storage capacity demand flowing into the market wrt. to competitors and integrates revenue and cost projections by operating segment, with a focus on unit economics.
Completed: Nov 17, 2025