Equity Research Journal
A collection of my investment theses, built around company research, valuation, catalysts, and risk.
A STORY IN MOTION
Juan Diego Mogollon
Finance student · Analyst · Builder
From Venezuela to Miami, I’ve followed curiosity into markets, business, and building things of my own. Scroll to explore the experiences behind my work.
Before the next door opens...
Explore the places, pursuits, and ideas that brought me here.
Choosing a Way Forward
I had been interested in markets for years, but knew how much I still had to learn. Personal financial challenges made returning to school difficult. But I kept working toward it and when I finally came back, I chose finance and found a community that made me excited to keep learning
Finding My Place in Finance
At FIU, I found the Phoenician Investment Fund; a community of people who shared my curiosity and ambitions. I was still finding my footing, but researching companies, building stock pitches, and defending ideas made me excited to keep learning
Inside the Phoenician Investment Fund
The Moment It Clicked
I’ve always been curious and loved learning new things. I enjoy being challenged and questioning what I think I know. As I spent more time researching companies and defending ideas, I realized finance gave me a place to do all of that. That’s when it clicked.
Learning by Doing
The more I worked through an investment, the better my questions became.
Company Research
Screened acquisition targets and studied the businesses, markets, and risks behind them.
Batista Capital Partners
Valuation
Built cash flow models, tested assumptions, and examined what could change the outcome.
Tigbourne Capital
Investment Judgment
Turned research into a view, presented the case, and learned to defend it when challenged.
Phoenician Investment Fund
Beyond the Classroom
Some questions stayed with me long after class or work ended. I kept following them, whether that meant writing an investment thesis, testing a portfolio idea, or building a tool I wished I had.
Independent Research
Equity Research Journal Economic Regime Indicator
Applied AI
INTAKE | Finance Intelligence Hub Valuation Workflow
Independent Research
I use independent research to turn questions about businesses and markets into ideas I can test, write about, and share.
Explore the journal
Applied AI
I use AI to organize information, test ideas, and make my research process more useful.
INTAKE | Finance Intelligence Hub
INTAKE brings the sources I follow into one place: finance news, recent M&A deals, market and company commentary from selected Substack writers, and my favorite finance podcasts. It also includes a daily market brief that Claude refreshes at 7 a.m., giving me a starting point for what to read and research each morning.
The Next Door
The things I’ve built have opened up more questions than they’ve answered. Here’s where my curiosity is taking me now.
I’m learning more about quantitative analysis and using code to test indicators and probability-based ideas. AI tools help me build and experiment, while I work to understand the methods behind the results.
