Operating context.
Analytical discipline.
Luna is a financial intelligence system that converts transactions, financial statements and market data into decisions. I combine operational experience, accounting knowledge, and investment analysis to understand how businesses create long-term value. Luna1 documents the research, valuation, accounting controls, portfolio decisions, and lessons behind that process.
Evidence of how an analyst thinks.
Each section documents a different part of the analytical process, from source-aware research and valuation to accounting controls, portfolio accountability, and continuous improvement.
Equity Research
Source-aware company and industry work that moves from a research question to a documented conclusion.
- Investment thesis
- Financial analysis
- Valuation and sensitivity
- Risks, catalysts, and updates
Valuation Lab
Transparent valuation frameworks that make assumptions, scenarios, and the market’s implied expectations visible.
- Discounted cash flow
- Comparable companies
- Revenue build
- Assumption tracking
Klyro
An accounting-control workflow for cleaning, classifying, reconciling, reviewing, and exporting transaction records.
- PDF, Excel, and CSV import
- Duplicate detection
- Reconciliation
- Exception review
Portfolio Lab
A decision record centered on thesis quality, valuation, risk, position role, and what changed after purchase.
- Initial thesis
- Risk and exit criteria
- Thesis status
- Decision reviews
Analyst Journal
An ongoing notebook for company, industry, earnings, macro, process, and investment-learning observations.
- Company updates
- Industry research
- Macro observations
- Investment lessons
Development Log
A transparent record of what changed across Luna1, why it changed, and what the work demonstrated.
- Research coverage
- Platform architecture
- Performance improvements
- Professional development
Each role added another layer of financial understanding.
The progression is grounded in documented responsibilities and shows how operating, accounting, and investment perspectives connect.
- 01
Military
Built discipline, stewardship, and accountability for mission-critical resources.
- 02
Supply Chain
Learned how inventory, logistics, and operating constraints affect outcomes.
- 03
Financial Accountability
Supported expenditure tracking, reporting, and responsible use of resources.
- 04
Accounting
Developed reconciliation, transaction-processing, documentation, and control awareness.
- 05
Data Center Operations
Gained direct exposure to uptime, capacity, networking, infrastructure, and operational risk.
- 06
Finance
Connected operating evidence to financial statements, budgets, forecasts, and capital decisions.
- 07
Investment Research
Applied business, industry, valuation, and risk analysis to public companies.
- 08
Investment & Strategy
Brings the full progression together in structured research and decision-making.
Looking for an analyst who can connect operations to value?
Review the recruiter brief, research samples, valuation process, and decision record, then use the secure contact form to start a conversation.