Applied Security Analysis Program · Wisconsin School of Business

Fundamental
analyst
in training.

MS Finance candidate at UW–Madison. I seek verified disruptors at inflection points — companies where fundamentals are inflecting before the market narrative catches up.

3
Published Reports
2
Asset Classes
CFA I
Certified
$20M+
Live Portfolio (Program)
3.75
Undergraduate GPA

Published Work

Research Coverage

All Research

Framework

Investment Philosophy

Full Philosophy

I seek to identify verified disruptors at inflection points — companies that have moved beyond proof-of-concept but remain under-appreciated by the broader market.

My focus is on businesses where the innovation is tangible and disruption is active, but the market narrative has not yet caught up — the 6–18 month window where fundamental inflection is visible in the data before it appears in consensus models.

Read the Full Framework →
01
TAM Expansion Underappreciation
Markets linearly extrapolate existing markets. I look for when the total addressable market is fundamentally expanding — not incrementally growing.
02
Narrative Lag
A 6–18 month delay exists between fundamental inflection and market narrative adjustment. Revenue acceleration, margin expansion, or product traction visible before sell-side models update.
03
Between Validation and Recognition
I explicitly avoid pure speculation and consensus growth stories. The edge is in the middle: past the highest-risk stage, before becoming fully priced.

Background

Education & Credentials

Full Resume
MS Finance — Applied Security Analysis
UW–Madison, Wisconsin School of Business · 2026–27. Selected program managing $20M+ in live equity and fixed income portfolios.
CFA Level 1 — Certified · Level 2 Candidate
CFA Institute · Ethics, Equity, Fixed Income, Derivatives, Portfolio Management, Quantitative Methods.
BS Mathematics & Economics — GPA 3.75
King-Morgridge Scholarship (Full Ride) · Dean's List ×3 · Study Abroad, London School of Economics.
Bloomberg Terminal & FactSet
Credit ratings, BVAL curve analysis, comps, bond analytics · Financial modeling, Python, R, STATA.

Open to Opportunities

Seeking equity research roles for summer 2026 and beyond.

Buy-side and sell-side analyst / associate roles, internships, and conversations about markets. I'm available immediately.

jkhadka@wisc.edu LinkedIn →