Experience

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  ASR Wealth Advisers

  • Sydney, New South Wales, Australia

  • Equity Analyst

    • Jul 2022 - Present
    • Sydney, New South Wales, Australia

    • Coverage of Australian equities• Conduct fundamental analysis and valuations, including DCF modelling• Writing investment insights such as earnings season previews and stock in focus

• 

  Kauri Asset Management

  • Sydney, New South Wales, Australia

  • Investment Analyst

    • Jun 2021 - Jul 2022
    • Sydney, New South Wales, Australia

    • Provided coverage, analysis and valuation of US and Australian listed equities

• 

  Australian Stock Report

  • Sydney, New South Wales, Australia

  • Markets Researcher

    • Feb 2021 - Jun 2021
    • Sydney, New South Wales, Australia

    • Reported analysis on a company's key drivers, catalysts, downside risks and valuation indicators• Collection of my work: https://www.australianstockreport.com.au/insights/author/sam-waldron

• 

  USYD Student Managed Investment Fund

  • Sydney, Australia

  • Investment Analyst

    • Mar 2018 - Nov 2018
    • Sydney, Australia

    • Coverage of IT & Telecommunications sectors• Prepared equity reports, sector reports, annual fund report, DCF intrinsic and relative valuations

• 

  macroplan

  • Sydney, Australia

  • Analyst

    • Feb 2018 - Sep 2018
    • Sydney, Australia

    • Conducted economic models and analyses including population forecasts, trade area &market gap analysis, and economic impact assessments• Co-authored economic reports submitted to local government for rezoning

• 

  Scotiabank

  • Sydney, Australia

  • Intern

    • Aug 2017 - Oct 2017
    • Sydney, Australia

    Global Banking & Markets • Worked on pitch books to present to debt investors to raise debt in the Debt Capital Markets• Researched and analysed a clients debt financing, refinancing and capital structuring needs• Clients for major projects I worked on included Victorian Ports Corporation and Transurban