Ernst & Young
Senior Technology Consultant
September 2021 to present
PROFESSIONAL PROFILE
Phat Ngo
Investment research · Portfolio analytics · Investment technology
Technology consultant with experience in enterprise data, analytical workflows, and decision support. Developing an investment research focus through systematic strategy evaluation, macro scenario analysis, and financial text research.
Georgia Tech
M.S. Analytics
Expected May 2027
Georgia State University
B.B.A. Computer Information Systems
2021
What I bring to an investment team
Data and workflow improvement
Structure ambiguous questions, organize inputs, and build repeatable analytical workflows.
Investment research practice
Document timing, assumptions, costs, benchmarks, and limits before interpreting a result.
Clear reporting
Translate technical findings into evidence and trade-offs that a stakeholder can assess.
Selected work to inspect
EQUITY RESEARCH · OCT 16, 2026
NVIDIA, AMD, SpaceX and Even Realities initiations
NVIDIA (NVDA): Bullish (3-5 years), fair value $240. Advanced Micro Devices (AMD), SpaceX (SPCX) and Even Realities (private): Bullish (3-5 years) as conviction calls, each shown beside the probability-weighted model value ($313, $54 and $0.40B). Driver-based DCFs with scenarios, reverse DCFs, catalysts and risks, and the Excel model behind every number.
See all five reportsEQUITY RESEARCH · OCT 16, 2026
Rivian (RIVN) initiation: Neutral, fair value $14
A full initiation of coverage built from SEC filings: a driver-based DCF with bear, base and bull cases, a reverse DCF showing what the price already assumes, catalysts, risks and explicit upgrade and downgrade triggers. The Excel model behind every number can be downloaded.
Read the reportINTERACTIVE DEMONSTRATION
Strategy testing and paper tracking
Compare simple strategies with buying and holding, explore simulated outcomes, and save a rule before tracking new prices. Public-source checks and downloadable records make the process inspectable. This is a personal research project with hypothetical results.
Explore the research toolsOPEN MACRO THESIS
Yen appreciation and US equities
A source-linked exploration of carry-trade transmission, currency and equity observations, stress scenarios, and evidence that could weaken the thesis. No causal or crash-prediction claim.
Read the thesisACADEMIC BACKGROUND
Financial language analysis
Georgia Tech work using topic modeling and Lasso regression to explore corporate earnings-announcement text and firm outcomes. Project background is available; a replication report is not published here.
Read the background