Research
Reports & research from the fund.
Browse equity research, semester performance reviews, and annual reports authored by SMIF members. This library is view-only and curated by fund leadership.
Read us on SubstackEquity Research
Single-name pitches and deep-dive analyst reports.
Sample
Equity Research
Amazon.com (AMZN) — Sample Investment Thesis
Illustrative one-page investment thesis produced by SMIF analysts. Sample only — not a current recommendation.
Spring 2026 · 30.4 KB
Sample
Equity Research
Amazon.com (AMZN) — Sample DCF Model
Illustrative discounted cash flow model for AMZN. Sample only — used for training and interview prep.
Spring 2026 · 92.1 KB
Sample
Equity Research
Amazon.com (AMZN) — Sample Comparable Company Analysis
Illustrative CCA workbook for AMZN. Sample only — teaching example.
Spring 2026 · 23.7 KB
Sample
Equity Research
Amazon.com (AMZN) — Sample CCA Commentary
Illustrative commentary accompanying the AMZN comparable-company analysis. Sample only.
Spring 2026 · 29.6 KB