LUNA1 RESEARCHIndependent investment research

Luna1 Market Pulse

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Market data may be delayed and is provided for informational and educational purposes. Luna1 does not guarantee its accuracy or completeness.

SPYS&P 500 ETF—Change unavailableUNAVAILABLE
RUTRussell 2000—Change unavailableUNAVAILABLE
US10YU.S. 10-Year Treasury—Change unavailableUNAVAILABLE
GOLDGold—Change unavailableUNAVAILABLE
NVDANVIDIA—Change unavailableUNAVAILABLE
AAPLLong-Term Compounders—Change unavailableUNAVAILABLE
COSTLong-Term Compounders—Change unavailableUNAVAILABLE
AMZNLong-Term Compounders—Change unavailableUNAVAILABLE
Data via Financial Modeling Prep
Global Finance · cross-border business analysis

Capital does not stop at the border.

A research perspective on currencies, trade, multinational businesses, infrastructure, and cross-border capital flows—built to connect operating realities with financial outcomes.

Explore Treasury & FX →
A working example · fictional data
Same business. Two growth perspectives.Growth % · Northstar Q2 2026 · shared scale, zero baseline
FX-neutral9.79
Reported USD5.96

Local performance and reported results can tell different stories. Source: Luna1 fictional Northstar case. Inspect every input →

An analyst’s framework

How I Evaluate a Global Business

01

Revenue Geography

Where does the company actually generate revenue?

02

Currency Exposure

How do FX movements affect revenue, margins, debt, and purchasing power?

03

Capital Allocation

Where is management deploying capital internationally?

04

Regional Growth

Which countries or business units are driving growth?

05

Interest Rates

How do different monetary environments affect financing and valuation?

06

Political & Regulatory Risk

How can regulations, tariffs, taxes, or geopolitical events affect operations?

07

Supply Chain Exposure

Where are suppliers, manufacturing capacity, logistics hubs, and critical dependencies?

08

Competitive Position

Does the company maintain its moat across different geographic markets?

09

Infrastructure Requirements

What power, technology, logistics, real estate, or data infrastructure supports growth?

10

Valuation

How should international growth opportunities and risks affect valuation?

Global career thesis · Finance student · 2027

Building toward decisions that cross borders.

My objective is to build a career at the intersection of global corporate finance, investment analysis, and infrastructure. I’m particularly interested in roles where financial decisions span countries, currencies, business units, and capital markets.

  • Global FP&A
  • Treasury
  • Strategic Finance
  • Corporate Development
  • Equity Research
  • Infrastructure Finance
  • Digital Infrastructure
  • Capital Markets
  • Finance Business Partner
  • Global Rotational Programs
Markets of professional interest

A global direction. A deliberate foundation.

These are markets where I’m interested in developing experience, not a record of countries where I have worked.

United StatesLondonEuropeMiddle EastSingapore
Professional interest · not work history

United States

Technical & operating foundation

Build the technical and operational foundation within major multinational organizations.

Career direction supplied by Shy Lee. No international work experience is implied.

One connected research process

Follow the capital. Explain the impact.

  1. 01Global trend
  2. 02Capital movement
  3. 03Country / region
  4. 04Industry
  5. 05Bottleneck
  6. 06Company
  7. 07Financial impact
  8. 08Finance decision

Where is capital moving, who supplies the capacity, and how do currency, financing, and operating risks change the company’s financial results?

Research disciplines

Choose a question to go deeper.

Cross-Border Investment

Understand valuation, currency, and financing together.

Planned · view scope

Phase 2 · A simple acquisition model, sources and uses, and FX sensitivity. No acquisition model is published yet.

Trade & Capital Flows

Follow capital needs through international value chains.

Open the existing map →
Scope & next phase

Trade datasets and corridor analysis are Phase 2. The current map is a qualitative framework.

Infrastructure Finance

Connect capacity investment to project economics.

Planned · view scope

Phase 3 · Deterministic DSCR, NPV, IRR, and project sensitivities. No project return model is published yet.

Research pipeline

Global Company Analysis

I study companies through both a financial and operating lens, with particular interest in businesses whose competitive advantages extend across countries and markets.

The companies below are example coverage candidates. Financial metrics and company profiles require sourced research before publication. View the existing sourced Corning exposure analysis →

Example coverage candidate

Equinix

Research planned · no published thesis or recommendation.

View research fields
Headquarters
Not Available
Industry
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Geographic exposure
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Investment thesis
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Revenue growth
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Operating margin
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ROIC
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Valuation
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Key global risk
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Source
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As of
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Report not yet published
Example coverage candidate

Digital Realty

Research planned · no published thesis or recommendation.

View research fields
Headquarters
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Industry
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Geographic exposure
Not Available
Investment thesis
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Revenue growth
Not Available
Operating margin
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ROIC
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Valuation
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Key global risk
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Source
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As of
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Report not yet published
Example coverage candidate

Schneider Electric

Research planned · no published thesis or recommendation.

View research fields
Headquarters
Not Available
Industry
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Geographic exposure
Not Available
Investment thesis
Not Available
Revenue growth
Not Available
Operating margin
Not Available
ROIC
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Valuation
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Key global risk
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Source
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As of
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Report not yet published
Example coverage candidate

Eaton

Research planned · no published thesis or recommendation.

View research fields
Headquarters
Not Available
Industry
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Geographic exposure
Not Available
Investment thesis
Not Available
Revenue growth
Not Available
Operating margin
Not Available
ROIC
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Valuation
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Key global risk
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Source
Not Available
As of
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Report not yet published
Example coverage candidate

Vertiv

Research planned · no published thesis or recommendation.

View research fields
Headquarters
Not Available
Industry
Not Available
Geographic exposure
Not Available
Investment thesis
Not Available
Revenue growth
Not Available
Operating margin
Not Available
ROIC
Not Available
Valuation
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Key global risk
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Source
Not Available
As of
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Report not yet published
Example coverage candidate

ASML

Research planned · no published thesis or recommendation.

View research fields
Headquarters
Not Available
Industry
Not Available
Geographic exposure
Not Available
Investment thesis
Not Available
Revenue growth
Not Available
Operating margin
Not Available
ROIC
Not Available
Valuation
Not Available
Key global risk
Not Available
Source
Not Available
As of
Not Available
Report not yet published
Example coverage candidate

TSMC

Research planned · no published thesis or recommendation.

View research fields
Headquarters
Not Available
Industry
Not Available
Geographic exposure
Not Available
Investment thesis
Not Available
Revenue growth
Not Available
Operating margin
Not Available
ROIC
Not Available
Valuation
Not Available
Key global risk
Not Available
Source
Not Available
As of
Not Available
Report not yet published
Example coverage candidate

Novo Nordisk

Research planned · no published thesis or recommendation.

View research fields
Headquarters
Not Available
Industry
Not Available
Geographic exposure
Not Available
Investment thesis
Not Available
Revenue growth
Not Available
Operating margin
Not Available
ROIC
Not Available
Valuation
Not Available
Key global risk
Not Available
Source
Not Available
As of
Not Available
Report not yet published
Example coverage candidate

LVMH

Research planned · no published thesis or recommendation.

View research fields
Headquarters
Not Available
Industry
Not Available
Geographic exposure
Not Available
Investment thesis
Not Available
Revenue growth
Not Available
Operating margin
Not Available
ROIC
Not Available
Valuation
Not Available
Key global risk
Not Available
Source
Not Available
As of
Not Available
Report not yet published
Example coverage candidate

MercadoLibre

Research planned · no published thesis or recommendation.

View research fields
Headquarters
Not Available
Industry
Not Available
Geographic exposure
Not Available
Investment thesis
Not Available
Revenue growth
Not Available
Operating margin
Not Available
ROIC
Not Available
Valuation
Not Available
Key global risk
Not Available
Source
Not Available
As of
Not Available
Report not yet published
Global finance toolkit

Preparing for Cross-Border Finance

Professional operating experience supports a financial skill set that is still developing. These labels describe the evidence behind each area, not a claim of mastery.

Developing

Financial Analysis

  • Financial statement analysis
  • Financial modeling
  • Valuation
  • Forecasting
  • Scenario analysis
Developing

Corporate Finance

  • FP&A
  • Budgeting
  • Capital allocation
  • Working capital
  • Treasury concepts
Research Focus

Markets

  • Equity research
  • Macroeconomic analysis
  • Interest rates
  • FX
  • Capital markets
Developing

Technology

  • Excel
  • Power BI
  • Python
  • Financial modeling tools
  • Bloomberg
Professional Experience

Business Operations

  • Mission-critical data center operations
  • Infrastructure
  • Logistics
  • Inventory / accountability
  • Accounting operations

Technology tools are a development path; this panel does not claim professional proficiency in every tool. View experience and completed credentials →

My operating perspective

Finance + Operations + Infrastructure

Physical systems

Power · equipment · reliability

Operating decisions

Capacity · logistics · accountability

Financial consequences

Cash flow · capital · operating risk

My path into finance includes experience outside the traditional finance track. Working in mission-critical data center operations, financial administration, and military logistics has given me exposure to the physical systems behind financial decisions — infrastructure, power, equipment, logistics, inventory, reliability, and operational risk.

My goal is to combine that operating perspective with financial analysis to understand not only what the numbers say, but what is happening inside the business producing them.

Direction, not a claim of international experience

International Readiness

Geographic Mobility

Open to relocation and international assignments.

Cross-Cultural Environment

Interested in working within multinational and geographically distributed teams.

Global Markets

Actively developing knowledge of international companies, capital markets, currencies, and economic systems.

Long-Term Objective

Build meaningful professional experience across multiple financial centers and business environments.

Dashboard foundation · data connection planned

Global Markets I’m Watching

A future view of the market inputs behind financing, operating, and valuation decisions. Recorded observations, sources, and timestamps will be required before any quote appears.

Global equity indices

—UnavailableSource / as of: Not Available

U.S. 10-year yield

—UnavailableSource / as of: Not Available

European rates

—UnavailableSource / as of: Not Available

UK rates

—UnavailableSource / as of: Not Available

USD Index

—UnavailableSource / as of: Not Available

EUR/USD

—UnavailableSource / as of: Not Available

GBP/USD

—UnavailableSource / as of: Not Available

USD/JPY

—UnavailableSource / as of: Not Available

Oil

—UnavailableSource / as of: Not Available

Gold

—UnavailableSource / as of: Not Available

Regional market performance

—UnavailableSource / as of: Not Available
A conversation about the next step

Interested in Building Across Markets

I’m interested in connecting with teams working across corporate finance, infrastructure, investment research, treasury, strategic finance, and global rotational programs.

View ResumeView ResearchLinkedInContact Me
Research standard

Evidence has a label.

Company disclosures retain their reporting periods and sources. Models keep original currencies. Assumptions and estimated impacts stay separate from recorded data.

Recorded Data
Dated primary-source company disclosures.
Assumption
Explicit, editable scenario inputs.
Scenario
A controlled change in those inputs.
Estimated Impact
A deterministic result, not an audited forecast.