The Long Game — Equity Research

Featured Reports

AMZN BUY Mar 2026

Amazon.com, Inc.

AWS reacceleration, advertising flywheel, and Anthropic partnership underpin a $256 price target.

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ASTS HOLD Apr 2026

AST SpaceMobile, Inc.

Scenario-based analysis of a pre-commercial satellite broadband business with significant optionality and execution risk.

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Portfolio Blog

CFA Guides

Ethics

Code & Standards, common pitfalls, quick mnemonics.

Quant

TVM, probability, distributions, hypothesis tests.

FRA

3-statement links, ratios, common adjustments.

Corp Fin

WACC, DCF, capital budgeting, project appraisal.

About

I'm a penultimate-year Economics student publishing equity research and thematic notes as well as resources that I have created and use to study for the CFA Level 1. Each research note starts with a public filing or market catalyst and works through a structured framework.