Investment thinking, trading discipline, and data-driven execution.
I document market views, trade decisions, and quantitative tools across equities, options, crypto, and alternative assets. This site is built as a professional record of how I think about risk, catalysts, valuation, and decision-making under uncertainty.
Equities, options, semiconductors, China ADRs, and tactical risk-taking.
Catalyst mapping, market structure, positioning, and post-trade review.
Python, SQL, risk metrics, volatility models, and portfolio analysis.
Selected trade reviews
Case notes focused on thesis, catalyst, risk, execution, and post-trade learning.
| Case | Thesis | Catalyst | Return | Hold | Type |
|---|
Market research and thematic views
Short-form research pieces connecting narratives, liquidity, market structure, and investable themes.
How Chinese Stocks Gain Momentum on Wall Street
Repeatable patterns in China ADR cycles, from narrative acceptance to staged capital rotation.
Trump Coin and Memecoin Markets
A trader's framework for understanding attention, liquidity, narrative velocity, and execution risk.
Pokémon Cards as an Alternative Asset
Demand, scarcity, grading, and condition as value drivers in collectible markets.
Fading FOMO: A Small Position Framework for Trading Retail Momentum Exhaustion
How I think about attention cycles, volume exhaustion, and risk control in extreme short-term momentum stocks.
Analytics and infrastructure
Projects that support systematic research, risk review, and market decision-making.
Volatility and Risk Analytics Toolkit
ARCH/GARCH volatility forecasting, VaR and CVaR review, stress testing, and portfolio-level risk monitoring.
Event Study and Earnings Framework
Earnings calendar automation, historical reaction database, pre and post earnings analysis, and catalyst ranking.
Portfolio Construction and Optimization
Mean variance optimization, factor exposure analysis, constraints, transaction costs, and rebalancing logic.
Finance, analytics, and independent markets work
A concise profile for finance, investment, and analytics opportunities.
Profile
I am an MSc Business Analytics candidate at Ivey with a computer science background and experience across equity research, venture capital, CVC investing, and personal trading. My work combines market intuition with structured data analysis, risk discipline, and clear post-decision review.
Education
Ivey Business School
MSc Business Analytics, 2025 to 2027 expected
Western University
BSc Computer Science, GPA 3.7/4.0, 3.9 senior year
Experience
Glaucus Capital, personal trading portfolio
Pacific Securities, equity research
Expara Ventures, investment analyst
MiraclePlus and JD Group, investment internships