Worked closely with partners and analysts at a long-only investment firm to research public companies in the software and consumer hardlines sectors. Analyzed financial statements and SEC filings, reviewed earnings calls and transcripts, and supported channel checks and user data analysis. Focus areas included B2B SaaS platforms in compliance and e-invoicing, as well as supply chain-driven businesses in foodservice distribution and building materials. Contributed to a research project analyzing European policy mandates around e-invoicing, including adoption timelines and regulatory requirements. Conducted deep dives into unit economics, management teams, market positioning, and industry dynamics to support long-only investment theses.