Yinan Zhao logoCurrently an Extern @Yinan Zhao

Aspiring Business Professional

I'm a junior studying Business Administration, eager to explore diverse roles and discover my true career path.

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Work samples

Explore my diverse projects, including hands-on externships focused on finance, investment modeling, and real-world skills development.

  • Yinan Value Investing & Financial Modeling Externship
    Yinan Value Investing & Financial Modeling Externship
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    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'm a junior studying Business Administration, eager to explore diverse roles and discover my true career path.

I am a junior at Western Governors University pursuing a Bachelor's in Business Administration/Management. With some work experience under my belt, I'm eager to explore various career paths and gain a deeper understanding of my professional journey.

Externships

Yinan Value Investing & Financial Modeling Externship

Yinan Zhao

Experience

Quality Assurance Engineer

Reconnext · Sep 2024 - Sep 2026

Education

WGU

BA Business Management · Class of 2027

Skills

Business AdministrationFinancial ModelingInvestment AnalysisData InterpretationMarket Trends 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 work produced a stock-level research dossier on Silicon Motion Technology Corporation (SIMO). The project combined a semiconductor screen and peer comparisons with an in-depth filings and earnings review that documented declining cash and rising operating expenses. It also mapped competitors, customer-concentration risk, call sentiment, and a 3–5 year financial forecast.

Yinan Value Investing & Financial Modeling Externship

What I've accomplished

I produced a research dossier on Silicon Motion (SIMO) that included peer comparisons, a filings-based review noting cash and inventory risks, earnings-call sentiment analysis, and a 3–5 year financial model with margin and growth projections.

Project breakdown

I selected Silicon Motion Technology Corporation (SIMO) after screening semiconductor names, compared peers by market cap, P/E and revenue trends, and confirmed the pick with a final checklist; the work recorded SIMO as my chosen stock.

I reviewed the earnings release and filings, noted declining cash balances and rising operating expenses, linked UFS controller demand to revenue growth, and flagged inventory and cash-flow mismatches as financial risks.

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I reviewed investor materials, an earnings call, and filings for Silicon Motion, identified key competitors and customer-concentration risk, performed sentiment analysis on the latest earnings call, and listed catalysts such as automotive and AI storage adoption.

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During the externship I gathered historical financials, calculated key income-statement ratios, and built a multi-year forecast in Excel. The model showed revenue trends, margin lines, and projected net income and quarterly breakdowns through 2026–2029.

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