TRULY ENGAGING
Finding the real capacity of a die-cutting machine
Management wanted to know the daily capacity of two industrial die cutters. A year of machine sensor data showed that only 14% of available time was spent cutting, and that the constraint was changeover frequency rather than machine speed.
PERSONAL PROJECT
Testing whether earnings volatility can be traded
I built a research pipeline to test whether filtering earnings trades by company quality improves returns. Across 58,710 simulated trades, it doesn't. Here is how I know, and why I kept the result instead of tuning it until it looked good.