Research & Analysis
Deep dives into economics, finance, and business strategy. Interactive data analysis, financial modeling, and evidence-based insights from my analytical learning journey.
In-Depth Analyses
Comprehensive dissections of modern corporate finance, tech investments, and public utility balance sheets
How a Company That Sells Water to 16 Million Captive Customers is on the Brink
A deep dive into aggressive financial engineering in UK water utilities—and the £1 billion emergency deal that just saved Thames Water from collapse.
Read Full Analysis →When Billion-Dollar AI Partnerships Meet Reality: A $50B Accounting Crisis in the Making
What happens when cutting-edge technology moves faster than the accounting rules designed to measure it?
Read Full Analysis →Understanding ASC 323: Equity Method Accounting
When significant influence meets financial reporting—breaking down the mechanics, thresholds, and real-world challenges of equity method accounting.
Read Full Analysis →Research Approach
How I approach complex business and economic questions through structured analysis
Question Everything
Starting with curiosity about how things actually work, not how they're supposed to work. Every analysis begins with "but why?" and "what if?"
Data-First Thinking
Let the evidence guide the story. I gather financial statements and disclosures first, trace cash flows, and build models before framing opinions.
Show the Work
Transparent methodology and honest uncertainty. I document the thinking process, assumptions, and counter-arguments, not just conclusions.