I'm a finance student at the University of Wisconsin–Milwaukee and a member of the Investment Management Certificate Program, a CFA Institute University Affiliation Program. I write equity research focused on the financials sector and small-cap companies, and I graduate in May 2027.
andrew@stoneandstreet.com·LinkedIn·Milwaukee, WI
Buy · $354 at publication · $375–400 price target
An initiation of coverage arguing that rising vehicle complexity will drive recurring diagnostics revenue. The valuation combines comparable company analysis, a three-stage DCF, and multiple regression. I presented the report to sell-side analysts.
Buy · $304 at pitch · $332 price target
A three-person team pitch built on electrical infrastructure demand from data centers, utilities, and domestic oil and gas capex. The stock exceeded the price target within months of the pitch.
Advised Apex Athletica on a customer data platform acquired for $200MM in 2020. Recommended a $170MM divestiture to a strategic buyer over a joint venture requiring $24MM of additional capital and a five-year horizon.
Recommended a horizontal acquisition underwritten to a 2.1x MOIC and 29% IRR. Built the operating model and DCF, and made the equity financing decisions.
Co-managed a long/short portfolio of more than 80 positions and was responsible for the team's rules compliance. The team advanced to the final round.
Selective 21-month CFA Institute University Affiliation Program. Analyze securities across asset classes for portfolios with over $12MM in AUM and present recommendations to the investment board.
Cover the financials sector of the club portfolio and present biweekly updates. Served as Treasurer in Spring 2025, applying for Student Appropriations Committee grants and tracking club spending.
Prepare the chapter budget, collect dues, and approve spending against forecast. Organized three charity golf outings that raised over $12,000 for the Seal Legacy Foundation.
Recruit, interview, train, and schedule desk staff.
BBA, Finance. Certificate in Investment Management.
Relevant coursework: Company Stock Analysis, Securities Analysis, Intermediate Accounting.