Projects & Applied Work
Selected work across equity research, global supply chain, and applied AI, demonstrating analytical thinking, business judgment, and practical problem solving.
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Student-managed investment presentation · March 2026 Alphabet Inc.: Equity Research & Valuation
Conducted a comprehensive investment analysis of Alphabet (GOOG), evaluating industry dynamics, competitive advantages, AI and cloud growth, financial performance, valuation, and key risks. Built DCF and forward P/E valuation frameworks, compared Alphabet against major technology peers, developed bear/base/bull scenarios, and presented to the class.
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Revenue trajectory used in the Adobe pitch Adobe Inc. (ADBE)
Developed a comprehensive equity research pitch for Adobe Inc. (ADBE), delivering a "BUY" recommendation based on quantitative valuation modeling, macroeconomic industry drivers, and qualitative competitive analysis. The pitch was structured following rigorous corporate finance requirements to evaluate intrinsic value, underlying fundamentals, and key drivers of earnings growth.
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Cummins sourcing case Cummins supplier selection
Executed a comprehensive Global Supply Chain Management (GSCM) case study for Cummins Inc., evaluating global sourcing strategies for component manufacturing. The project analyzed potential supplier options across international and domestic markets to deliver an executive recommendation to the VP of Purchasing.
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Legacy Labs Investment Platform Development & Shopify Inventory and Site Management AI-Assisted Development & Digital Business Operations
Joe uses AI-assisted development and digital tools to build practical solutions, conduct research, manage content, and improve business workflows.
Using Cursor, Joe developed and deployed his professional website, working across site structure, content, layout, development, troubleshooting, and live deployment.
For Legacy Labs Capital, Joe contributed to the development of a custom investment research and portfolio-management platform. His work included functionality for recording stock purchases and investment data, including shares and original purchase price, as well as API-integrated features supporting real-time performance tracking, company news, and SEC filing research.
Joe has also supported the digital operations of a professional art business, including Shopify administration and inventory management, website content updates, digital asset organization, and social media content management.
Beyond these projects, Joe has used Base44 to experiment with application development and uses Claude and other AI-assisted tools for research, problem solving, content development, and workflow efficiency.
These projects reflect Joe’s interest in using emerging technology not simply as a productivity tool, but as a practical way to solve problems, organize information, improve processes, and support business decision-making.