Yinan Zhao logoCurrently an Extern @Yinan Zhao

Freshman finance student focused on building real-world modeling skills

Learning financial modeling, stock analysis, and investment research through coursework and a value investing externship.

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Work samples

Work includes stock analysis, Excel-based financial models, alternative data interpretation, market trend evaluation, and written investment recommendations from an externship with Yinan Zhao.

  • 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

Learning financial modeling, stock analysis, and investment research through coursework and a value investing externship.

I am a sophomore finance student at Delaware State University working toward a bachelor's degree. I have limited professional experience, and I am focused on building technical finance skills through coursework and an externship in value investing and financial modeling.

Externships

Yinan Value Investing & Financial Modeling Externship

Yinan Zhao

Skills

Financial modeling in ExcelStock and company analysisInvestment recommendation writingInterpreting alternative dataMarket trend evaluation
Back to works
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 trained practical equity research skills through autonomous analysis of a public company. The work screened investment candidates and selected Tesla, extracted and annotated material from Tesla's 10-K, compiled a competitors/risks/catalysts spreadsheet with sentiment checks and analyst/insider data, and built a linked financial model with five-year histories and forecasts.

Yinan Value Investing & Financial Modeling Externship

What I've accomplished

I selected Tesla after systematic screening, annotated its 10-K to capture demand and balance-sheet signals, compiled competitors, risks, catalysts, sentiment and trading data into a structured spreadsheet, and built a linked three-statement financial model with forecasts and ratios.

Project breakdown

During the module I screened options, compared candidates, and narrowed my list to Tesla. I explained my selection rationale, tracked its price trend, and completed a final quick check confirming Tesla met the checklist criteria.

The task required reading the company 10-K. I extracted and highlighted important sections in a submitted PDF, noting strong demand, growing assets, rising long-term debt, and no immediate negative flags.

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I compiled a competitors list and qualitative analysis, ran earnings-call sentiment checks, listed downside risks and near-term catalysts, and reviewed insider trading and analyst ratings. The submission produced an organized spreadsheet containing these deliverables.

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The project reviewed five years of financials, built a linked income statement, balance sheet, and cash flow model, and forecasted key metrics and margins. The submission produced a working spreadsheet with calculated income-statement ratios.

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