Modern portfolio theory, DCF valuation models, tax-loss harvesting frameworks, and fixed income strategies.
Empirical study of continuous daily tax-loss harvesting algorithms across 500 individual equities versus standard ETF index tracking.
A quantitative breakdown of Discounted Cash Flow (DCF) terminal value estimation, comparing Gordon Growth and EV/EBITDA exit multiple sensitivity.
A financial guide to Leveraged Buyout (LBO) equity returns, Senior Term Loan amortization, sponsor carried interest waterfalls, and MOIC metrics.
A guide to calculating cost of equity for private firms using public peer beta deleveraging via Hamada's equation, size premiums, and specific company risk.
A tax and legal guide to Internal Revenue Code Section 1202 Qualified Small Business Stock (QSBS), $10M gain exclusions, and trust packing strategies.
A quantitative analysis of public and private SaaS valuation multiples, Rule of 40 correlations, Net Revenue Retention (NRR), and cash burn efficiency.
Mathematical optimization of corporate working capital, inventory holding velocity (DIO), collections (DSO), and supplier payment terms (DPO).
Mathematical derivation of Section 179 expensing deduction caps, Section 168(k) bonus depreciation phase-downs, and MACRS tax shield net present value.