Damian

Web studio work, equity research, and a running record of my own portfolio — built and published myself from Osaka.

01

Dashi Studio

Visit the studio →
Private Salon YS
ネイルサロン · Osaka
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Portfolio showcase

Private Salon YS

A bilingual site for an Osaka nail salon, built solo. Part of a wider push into tourist-facing small businesses across the city.

See the full project →
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Special project

Moving into the beauty industry: taking what worked with Private Salon YS and building it into a focused track for salons, spas, and beauty businesses across Osaka.

02

Equity Research

RNMBF Published · Sep 23, 2026

Rheinmetall: What the Downgrades Miss

Reading the post-Q2 sell-side downgrades against the backlog trajectory, the F126 write-off, and a run of air-defense, naval, and space wins the downgrade notes leave out. Full DCF and balance sheet build included.

Read the PDF →
KLAR Drafting

Klarna: Reading the Post-Earnings Drop

Position opened at $13.70 on the view that German consumer softness and FX noise overstated the hit to underlying fundamentals. Write-up in progress.

03

Portfolio

RNMBF Defense backlog compounding through F126 cancellation noise; trimmed once on concentration. Entry€1,130
CRM Salesforce recovery play on Agentforce traction and cheap valuation vs. peers. Entry$181–187
KLAR Post-earnings selloff overdone against underlying fundamentals. Entry$13.70
HPE Excellent earnings, sold off for no reason. Entry$45.00
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