Yinan Zhao logoYinan Zhao Externship via Extern
Brian Mobio portrait

Aspiring analyst focused on value investing and financial modeling

I study stock analysis, build Excel models, and write investment recommendations learned during a Yinan Value Investing externship.

View my workMessage Me

Work samples

Portfolio pieces show Excel-based financial models, stock analyses, alternative data interpretation, and investment recommendations developed during the Yinan externship.

  • Yinan Value Investing & Financial Modeling Externship
    Yinan Value Investing & Financial Modeling Externship
    Yinan Zhao logo

    Yinan Zhao · ✅ Verified by Extern · ⏱️ In progress

    Yinan Value Investing & Financial Modeling Externship

    Gain insider experience in value investing by analyzing leading stocks alongside seasoned investor Yinan Zhao. Learn how professionals leverage financial modeling in Excel, interpret alternative data, evaluate market trends, and craft persuasive investment recommendations. Build real-world skills essential for careers in finance, equity research, and investment banking.

    Investment AnalysisFinancial Statement AnalysisFinancial ModelingData AnalysisExcel

About me

I study stock analysis, build Excel models, and write investment recommendations learned during a Yinan Value Investing externship.

I am an early-career finance learner focused on value investing and financial modeling. I completed a Yinan Value Investing & Financial Modeling externship where I studied stock analysis, Excel modeling, alternative data interpretation, market trends, and investment write-ups to build practical skills for equity research and investment banking paths.

Externships

Yinan Value Investing & Financial Modeling Externship

In progress

Experience

Equity Research Extern

Exter · Present

Outbound Sales Energy Advisor

Betr · May-August 2026

Virtual internship IEUK

Bright Network · Jun 2025

Business Consultant

Digiflec · Sep 2024-Mar 2025

Education

University of Strathclyde

Bachelor of Arts Honours in Finance, Business analysis Technology · Class of 2026

Skills

Financial modeling in ExcelStock valuationInterpreting alternative dataMarket trend analysisInvestment recommendation writingAIBrand StrategyBusiness DevelopmentClaudeCompetitive AnalysisCompetitive BenchmarkingCorporate FinanceData AnalysisDecision MakingEnergyEnterprise SoftwareExcelEquity ResearchFinancial AnalysisFinancial Modeling
Back to work
Yinan Zhao ↗

✅ Verified by Extern · ⏱️ In progress

Yinan Value Investing & Financial Modeling Externship

Gain insider experience in value investing by analyzing leading stocks alongside seasoned investor Yinan Zhao. Learn how professionals leverage financial modeling in Excel, interpret alternative data, evaluate market trends, and craft persuasive investment recommendations. Build real-world skills essential for careers in finance, equity research, and investment banking.

Investment AnalysisFinancial Statement AnalysisFinancial ModelingData AnalysisExcel

Overview

The externship analyzed a public equity using value-investing frameworks and spreadsheet models. The work produced a Stock Card for Select Water Solutions (WTTR) that documented a growth thesis, defensibility notes, valuation inputs, and identified catalysts and ownership signals, and a filled 10-K extraction spreadsheet capturing core business characteristics.

Yinan Value Investing & Financial Modeling Externship

What I've accomplished

I produced a Stock Card for Select Water Solutions (WTTR) consolidating a growth thesis, defensibility observations, valuation inputs, and a list of catalysts and ownership signals.

Project breakdown

During the Project 1 module I selected Select Water Solutions (WTTR), applied the four-part investment lens, and produced a Stock Card that recorded the company’s growth thesis, defensibility notes, valuation inputs, and identified catalysts and ownership signals.

Open Link

I located the company's 10-K, read the Business Overview, and extracted key facts about operations, segments, and products into a structured spreadsheet. The deliverable organized qualitative company details for analyst review.

Google Sheets
Access

I compiled and locked a qualitative template that mapped Select Water Solutions’ business lines, key competitors, recent timeline events, segment metrics, and identified downside risks and catalysts. The sheet captured segment-level drivers and recent press items.

Google Sheets
Access

During the externship I built a working historical financial model for Water Solutions (WTTR), reviewed Antigravity outputs, fixed errors, and produced a reconciled Excel model reflecting historical statements.

Download
View all work