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Finance student building value investing and modeling skills

Junior finance major at CU Boulder, training in value investing and financial modeling through an externship to prepare for entry-level finance roles.

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Work samples

Portfolio of projects from the Yinan Value Investing & Financial Modeling externship and related finance coursework, showing valuation, modeling, and investment research tasks.

  • 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

Junior finance major at CU Boulder, training in value investing and financial modeling through an externship to prepare for entry-level finance roles.

I am Nicholas Sieber, a junior at the University of Colorado Boulder pursuing a Bachelors in Finance. I have limited professional experience and I completed the Yinan Value Investing & Financial Modeling externship to build practical investing and modeling skills as I prepare to launch my career.

Externships

Yinan Value Investing & Financial Modeling Externship

In progress

Skills

Value investing conceptsFinancial modelingValuation techniquesInvestment researchFinancial statement analysis
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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

Overview

The externship involved hands-on value investing and financial modeling alongside Yinan Zhao, analyzing public equities with Excel models and alternative data. The work produced financial models, stock analyses, and written investment recommendations based on valuation and market-trend review.

Yinan Value Investing & Financial Modeling Externship

What I've accomplished

I produced an initial Stock Card and a concise growth thesis for Cracker Barrel (CBRL), applying a four-part investment lens and summarizing ownership signals, valuation checks, and key risks.

Project breakdown

I picked Cracker Barrel (CBRL) for analysis, ran the course's four-part investment lens, wrote a three‑sentence growth thesis, and built an initial Stock Card summarizing ownership signals, valuation checks, and key risks.

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I located the company 10-K and extracted Business Overview sections, then populated a spreadsheet with summarized products, markets, distribution channels, and recent strategic changes. The submission produced a completed analysis spreadsheet.

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During the Project 3 externship, I finalized and submitted a locked qualitative template summarizing management signals, competitors, risks, catalysts, insider trades, and analyst ratings; the template was uploaded as the deliverable link provided.

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I built a historical Excel model for Cracker Barrel, calculated driver values from 10-K data, and wrote a driver table defending each assumption (restaurant comps, store count, retail mix, COGS, labor, opex, G&A, capex).

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