Equity Research Analyst at the Last Financier
Contributor's Links: Last Financier
David applies a top down approach to his investment research by evaluating macro-economic conditions, incumbent management and analyzing financial statements. He covers IPOs and trending stories in tech. David holds a BCom with a specialization in Finance from Concordia’s John Molson School ...more


Inovalon IPO: A Profitable, Growing Company Blending Cloud Computing And Healthcare
Inovalon, a cloud based data analytics firm based out of Maryland, is going forward with their initial public offering today. Firm is expected to raise $690 million through the issuance of 25.55 million shares.
Radcom Looks To Continue Strong Results Into 2015 With Global LTE Adoption
Strong earnings for Q4 2014: 26% revenue growth rate, 75% gross margin for the quarter 2014 deals to be recorded to revenues in 2015.
Shake Shack Set To Shake Market With IPO
Shake Shack's IPO is a long time coming, and has garnered a lot of attention. With other fast-casuals like ZOES and HABT performing so well since their 2014 IPO many expect SHAK to do even better. Can it become the next Chipotle?
Don’t Buy Into Box’s Pre-IPO Hype
The publicity is out in full force with Box’s IPO hours away. With an expected issuance of 12.5 million shares at a price range of about $11 to $13, many investors are leery about the file storage company’s hefty $1.6 valuation. Investors have a right to be skeptical.




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Work Experience

Equity Research Analyst
The Last Financier
2015 - Present (8 years 7 months)
• Research small/midcap tech and biotech companies • Financial analysis(Industry/company overview, financial statement/ratios analysis, DCF, comparable multiples, previous transaction analysis) • Equity reports, premium articles, daily content articles(published on yahoo finance, Gurufocus) • Interviews with management/shareholders • Business development(reach out to contributors/editors of platforms) • Online marketing
UBS Wealth Management
2009 - 2011 (2 years 6 months)
• Solid experience in daily Market/Financial analysis updates. • Customer Relationship Management(developed new potential client list, cold calling, potential clients, greeted clients) • Conducted market research of securities, mutual funds, ETFs and bonds. • Collaborated at town hall conference meetings. • Information interviews with head of UBS Global assets management and UBS Investment banking Montreal.


Concordia University
2012 / 2014
Graduated with Great Distinction. Bachelor of Commerce (B.Com.), Finance, 4.01 GPA