LUNA1 RESEARCHIndependent investment research
Contact
Resume · Shy Lee

Open to finance, investment research, and analyst opportunities

Finance discipline.
Operational perspective.

U.S. Army veteran and finance professional combining equity research, accounting, financial analysis, and five-plus years inside mission-critical data center operations.

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Professional summary

Analysis grounded in accountable execution.

I translate complex operating and financial information into clear decisions, with a process shaped by military accountability, hands-on infrastructure work, and fundamental investment research.

My work connects financial statements to the business beneath them: revenue drivers, margin structure, capital allocation, industry constraints, valuation, and the evidence that would change a thesis.

Core capabilities include Financial statement analysis, Budgeting and forecasting, Account reconciliation, financial modeling, valuation, and investment-thesis development.

Experience

Professional experience

01

Coronado Historical Association

Executive & Finance Assistant
  • Support accrual-basis accounting activities in QuickBooks Online, including transaction recording, journal entries, accounts payable processing, and monthly bank and credit-card reconciliations.
  • Prepare financial reports, supporting schedules, and board materials used for budgeting, cash-flow planning, and executive decision-making.
  • Maintain audit-ready financial records, organize supporting documentation, and assist with tracking restricted and unrestricted funds in accordance with nonprofit accounting requirements.
02

LightEdge Solutions

Data Center Operations Technician / NOC Technician
  • Diagnose and resolve network outages, connectivity issues, latency, hardware failures, and security alerts across routers, switches, servers, and storage systems.
  • Support cloud-storage and VMware virtualized environments by monitoring virtual machines, managing storage access, troubleshooting connectivity and performance issues, and documenting incidents through ticketing systems.
  • Provision customer infrastructure, including server installations, rack-and-stack deployments, structured cabling, IP connectivity, storage access, and remote-hands support.
  • Support firewall rule changes, port configurations, network access requests, and connectivity testing while following change-management and cybersecurity procedures.
03

United States Army

Supply Specialist & Financial Management Technician
  • Coordinated fuel supply operations supporting aviation and ground missions while managing accountable inventory, equipment, and mission-critical supplies.
  • Assisted with tracking and reporting more than $10 million in operational expenditures supporting unit financial operations.
  • Maintained financial records, processed transactions, supported reconciliations, and prepared reports for budgeting, cost monitoring, and compliance.
04

Wilgus Associates

Junior Reconciliation Accountant
  • Maintained ledger accounts, processed transactions, and performed bank reconciliations to ensure accuracy.
  • Investigated discrepancies and supported month-end close through reconciliation documentation and reporting.
  • Implemented automated reconciliation processes that reduced reconciliation time by 50%.
Education

Finance foundation

SDSUFowler College of Business

Bachelor of Science in Finance · Expected 2027

Miramar College

Associate of Science in Business Administration · 2024

Aztec Investment Fund (AIF)

Fundamental equity research and investment-thesis development, including an AI infrastructure thesis informed by data center operating experience.

Certifications

Applied development

QuickBooks Online Level 1Completed
Bloomberg Market ConceptsCompleted
Microsoft ExcelCompleted
SIEPlanned
View certification roadmap →
Featured research

Businesses worth understanding.

Illustrative research records demonstrate the structure of the Luna1 process; values are not real-time market data.

01 · Network Infrastructure

ANET / Arista Networks

AI cluster networking demand

LUNA Superleader →02 · Engineering & Construction

STRL / Sterling Infrastructure

Mission-critical project backlog

LUNA-A →03 · Semiconductor Software

PDFS / PDF Solutions

Analytics adoption

LUNA-A →
Python projects

Tools that make analysis repeatable.

Resume document pipeline

Programmatic generation of a recruiter-ready resume with consistent typography, spacing, and privacy-safe contact routing.

Python · ReportLab · PDF validation
One-page profile generator

A compact two-column candidate brief generated from structured professional, education, research, and skills content.

Python · structured content · print layout
Financial models

Valuation with visible assumptions.

01
Discounted cash flow

Revenue, margin, tax, discount-rate, and terminal-growth sensitivities.

02
Comparable companies

Peer multiples organized around growth, profitability, cash conversion, and expectations.

03
Scenario analysis

Base, upside, and downside cases with explicit catalysts, risks, and invalidation points.

Explore financial models →
Investment philosophy
“A thesis is not a story to defend. It is a hypothesis to update as evidence changes.”

Start with business change. Test it through earnings, competitive position, institutional recognition, valuation, technical structure, and explicit risk rules.

Read the full philosophy →
LUNA Framework

A repeatable structure for evidence and risk.

Layered Understanding of Narrative Acceleration organizes business fundamentals, competitive position, institutional sponsorship, valuation, technical structure, and risk into one documented research process.

The framework is educational and supports research prioritization; it is not a personalized investment recommendation.

Explore the LUNA Framework →
Portfolio

Conviction made accountable.

Every position begins with a written thesis, an evidence checklist, a defined add level, and a clear invalidation rule.

Public portfolio examples are manually updated and educational only. They do not represent real-time brokerage data or personalized investment advice.

View portfolio methodology →
Mistake journal

Process improves when errors become data.

01Record

Capture the decision, evidence available, and emotional context without rewriting history.

02Classify

Separate analytical, sizing, timing, execution, and process errors.

03Correct

Translate the lesson into a checklist, threshold, or repeatable portfolio rule.

Timeline

A career built across finance and operations.

Accounting
U.S. Army
Data centers
Business degree
Finance & research
B.S. Finance
Contact

Start a professional conversation.

Recruiting inquiries are welcome through the secure site contact form. Private contact details are intentionally not published.

Contact Shy ↗