Projects
Hi there!
Hi, I’m Yadhu! I’m a second-year economics student who’s always been curious about investing and the markets. I started SimpliFined as a way to teach myself finance by breaking down ideas into the simplest, clearest explanations I could — and sharing them with others along the way. What started as a learning tool quickly turned into a real passion for digging into businesses, so I’ve pulled together some of the pitches, write-ups, and presentations I’ve created. They’re far from perfect, and I’m still learning every day, but I hope you enjoy looking through them as much as I’ve enjoyed putting them together!
Pet Valu Holdings Ltd. (TSX: PET)
Buy pitch on Pet Valu Holdings, tracking structural aging pet cohort spend with an increasing market capture and a projected 26.2% base case upside.
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Movado Group Inc. (NYSE: MOV)
Short on Movado Group, fashion-watch maker for designer clothing brands, implicated by both US and UK watch related tariffs, and exposure to Swiss-movement costs, with a -24.7% downside.
Vestis Corporation (NYSE: VSTS)
Take private of Vestis, an industrial and commercial cleaning and laundry platform; projected increased route optimization and LMM roll-up strategy to support a 35% IRR on a 5-year hold.
Match Group Inc. (NASDAQ: MTCH)
M&A recommendation of acquisition of Bumble by Match Group by valuing cross selling opportunities and cost synergies to determine EPS accretion.
DocGo Inc. (NASDAQ: DCGO)
Take private of healthcare and ambulatory services company with roll-up consolidation strategy and subcontractor buyout to support a 30.3% base case IRR over a 5-year hold.
Walmart Inc. (NYSE: WMT)
Buy pitch on Walmart - large market share with increasing compensation for store-managers, leads to higher sales push in less indoctrinated regions supporting a 12% upside.
Bumble Inc. (NASDAQ: BMBL)
Buy pitch on Bumble Inc., valued increasing take-rate on female users, outlined by increasing age-based app adoption to support a 251% upside amid undervaluation by street.