Adam El Harouchi

8 red flags, 3 fraudulent. Net income overstated $141M; the restatement uncovered a hidden debt-covenant breach at 1.04x D/E.

BUY, $292.99 target — +29.5% upside, bear case $212.05. 33-sheet model: Holt-Winters seasonal forecast, regressed beta, issue-level bond schedule.

Three methods, three answers. Fairly valued on earnings; the DDM outlier explained by its own sensitivity rather than banked.

Nine quarters of financials with subscription churn underneath them, and FY2024 projections — ~1,400 values, ~500 formulas.

AAPL, SPGI and PLTR exposed to one geopolitical shock in opposite directions — covered calls at $260–270, a 10% trailing stop, and Palantir as the funding source for rebalancing.

Seven forecasting methods built side by side across 12 sheets — moving average through Holt-Winters and ETS — feeding forecasted financial statements.

NPV, IRR, PI and discounted payback on a WACC-derived rate — four criteria because they disagree. Supplier concentration at 57% is the margin risk.

R² 0.992, MAE 149k — tuned Gradient Boosting. Flagged for likely target leakage.

87.8% fraud recall via SMOTE on 284,807 transactions, at 6.4% precision — framed as a cost trade-off.

137 queries across 4 labs — aggregation and HAVING, inner and outer joins across 5+ tables, set operations, correlated subqueries, DDL.

k=2, silhouette 0.254 across ~1,800 schools, after handling DOE privacy suppression.

97.98% with LASSO. KBest and LASSO independently agree on the same 2 features.

81.0% accuracy. Scaling moves KNN and SVM; tree models don't budge.

R² 0.13 on 8,302 listings — a weak model, reported as such, with the entire-home premium at +€27.

Component loadings reshaped back into pixel space to show what each PC physically represents.

The industry measures time saved; for a consulting firm quality is the product. A deliverable-scoring audit trail plus a knowledge flywheel — then productised as a client offering.

A working six-module operations platform delivered to the client — dashboard, scheduling, inventory, KPI tracking, lean analysis. Cycle-time analysis and bottleneck identification behind it.

A composite part-level score weighting returns 5000x against scrap's 1.5x — validated against Brunk's own metric. Delivered to leadership during my Financial Analyst internship; approved.

People want to grow but don't know how to begin — so the job is making the first step concrete, not arguing the value.