Microsoft DCF valuation with financial forecasts, sensitivity analysis, and an investment thesis.
Interactive calculator for medtech capital equipment workflow displacement economics, crossing year, posture, and binding constraint.
ROIC-driven compounding portfolio advisor via Claude Code
Source-linked models of hyperscaler capital deployment, built from SEC filings. Every number carries its formula, assumptions and citation.
Four-tab workflow economics framework for assessing AI displacement, token efficiency curves, signal thresholds, and capital allocation posture.
A directional sensitivity analysis for Fortune-200 capital allocation discussions. Cost takeout vs. revenue intelligence.
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