Hi, I'm Jonas Rude Øvstaas
Finance Student | Equity Research | DCF Valuation
I analyze financial statements and market data to identify undervalued investment opportunities.
Finance Student | Equity Research | DCF Valuation
I analyze financial statements and market data to identify undervalued investment opportunities.
How I approach financial analysis: I prioritize accuracy over speed when analyzing financial data, and I document all assumptions in my models. This means I might take longer to deliver initial results, but the work is reproducible and audit-ready.
My analytical philosophy: I believe in building models from first principles rather than relying on templates. When evaluating companies, I start with understanding the business model before touching a spreadsheet.
Currently pursuing a Bachelor of Business Administration at Handelshøyskolen BI in Trondheim, specializing in financial analysis and equity research. I combine quantitative rigor with practical experience from founding Menu Mate (AI meal planning SaaS), managing restaurant operations, and analyzing investment opportunities with Bull Invest.
AI-powered meal planning SaaS for Norwegian families
Norwegian families waste 15-20% of grocery purchases due to poor meal planning and lack of time for recipe research.
Founded and built a full-stack AI-powered SaaS platform to automate weekly meal planning and reduce food waste.
Designed database schema for recipe management, integrated OpenAI API for personalized meal generation, implemented Stripe subscription billing, and built responsive React TypeScript frontend with Supabase backend.
Launched to production at menumate.no. Platform generates customized 7-day meal plans in under 30 seconds, handling dietary restrictions, budget constraints, and leftover optimization. Features include shopping list aggregation and AI chat assistant for recipe modifications.
Restaurant operations & P&L management during peak season
Seasonal waterfront restaurant (Havparadiset, Hafsund) required operational leadership during peak summer season with fluctuating demand and tight margins.
Managed daily restaurant operations including staff coordination, inventory control, and customer service delivery as Restaurant Manager.
Implemented daily cash reconciliation processes, optimized staff scheduling based on booking forecasts, coordinated with suppliers to minimize waste, and maintained quality standards under high-pressure service periods.
Successfully managed 3-month peak season operation (June-August 2024), coordinating team of 8-12 staff members during high-volume service periods. Maintained positive customer feedback ratings while ensuring operational efficiency and cost control. Developed P&L awareness and real-time decision-making skills applicable to business analysis.
Equity research & DCF valuation for student investment fund
BI Trondheim's student-run investment organization analyzes Norwegian and international equities to build research skills and portfolio management expertise.
Conduct fundamental equity analysis on assigned companies, build DCF and SOTP valuation models, and present investment theses to fellow analysts.
Analyzed financial statements (10-K, 10-Q equivalents) to build 3-statement models, performed comparable company analysis, constructed DCF models with sensitivity analysis for key assumptions (WACC, growth rates, terminal multiples), and synthesized investment recommendations with risk assessments.
Delivered detailed equity research reports following professional analyst framework. Developed proficiency in Bloomberg Terminal equivalents, financial modeling in Excel, and equity valuation methodologies. Participated in weekly portfolio strategy discussions evaluating market dynamics, sector rotation, and macroeconomic factors.
June 2025 - August 2025
August 2022 - August 2024
September 2023 - Current
September 2025 - Current
November 2024 - Current
August 2024 - Current
August 2017 - May 2020
I'm always open to discussing new opportunities, collaborations, or finance-related conversations.