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Vikram Murthy, Finance Expert in Portland, United States
Vikram Murthy

Finance Expert in Portland, United States

Member since July 14, 2022
Vikram relaunched his consulting practice after a 25-year career in investment finance and strategy, evaluating investments and advising senior managers at Disney, Wellington Management, and Booz Allen. He enjoys freelancing because it provides him with the opportunity to work with fascinating entrepreneurs, investors, and business leaders, helping them solve noteworthy business problems, build sustainable businesses, and allocate capital wisely.
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Career Highlights

Education

Case studies

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Expertise

Employment

  • Principal Investor

    2007 - PRESENT
    Kaveri Capital Management
    • Operated primarily small-cap public equity investments across all sectors through rigorous fundamental research, strategic analysis, and financial statement review.
    • Implemented an investment process targeting asymmetric risk and reward scenarios in companies demonstrating compelling market positions, free cash flow returns on invested capital, business catalysts, rising insider ownership, and net asset values.
    • Contributed with fundamental research and financial analysis insights on an ongoing basis to the MicroCapClub, a members-only investment forum focused on shared idea generation and due diligence.
    • Identified and profited from investments in XPEL, Oroco Resources, Cogstate, Collectors Universe, Viemed, BP, and Wells Fargo.
    • Acted as general contractor on an extensive remodel of the owned 1907 Portland Historic District Craftsman Home while rigorously analyzing the inner eastside Portland, Oregon real estate market.
    Focus areas: Investments, Financial Analysis, Microsoft Excel, Real Estate, Equity Valuation, Valuation, Investor Presentations, Investment Presentations, Financial Presentations, Business Plan Consulting, Financial Forecasting, Comparable Company Analysis, Profitability Analysis, Capital Allocation, Data, Investment Ideas, NPV Calculation, Microsoft PowerPoint, Leadership, Analysis, Writing & Editing, Customer Segmentation, Market Segmentation, Growth Strategy, Market Sizing, Value Proposition, Equity Research, Equity Research Analysis, Financial Modeling, Enterprise Software, Business Models, Revenues & Expense Projections, Revenue & Expense Projections, United States, Forecasting, Presentations

  • Global Development Consultant

    2013 - 2016
    The Walt Disney Company
    • Managed project teams comprising full-time Disney staff across multiple geographies, including the United States, western Europe, and Asia.
    • Built and defended the business cases for the redevelopment of a theme park-adjacent retail, dining, and entertainment complex and a stand-alone location-based entertainment venue with third-party professional sports content.
    • Created and defended a business case and a strategic sourcing plan for a newly-evolving in-park entertainment format.
    • Led the project team in conducting high-level market assessment work for potential new overseas theme park locations.
    Focus areas: Growth Analysis, Market Opportunity Analysis, Financial Analysis, Investments, Strategy, Microsoft Excel, Real Estate, Equity Valuation, Valuation, Business Strategy, Product-market Fit, Go-to-market Strategy, Client Presentations, Financial Presentations, Team Management, Business Plan Consulting, Capital Allocation, Data, NPV Calculation, Microsoft PowerPoint, Leadership, Project Management, Public Speaking, Analysis, Writing & Editing, Customer Segmentation, Market Segmentation, Growth Strategy, Market Sizing, Value Proposition, Financial Modeling, Business Planning, Board Presentations, Business Models, Global Sourcing, Revenues & Expense Projections, Theme Parks & Resorts, Revenue & Expense Projections, United States, Forecasting, Financing, Executive Presentations, Presentations, Strategic Planning

  • Vice President

    2000 - 2006
    Wellington Management
    • Managed $100 million in enterprise software sector portfolios and outperformed the benchmark by 600+ basis points since inception, which represented a 32-month track record.
    • Earned Wellington clients over $200 million from November 2005 investment in Mercury Interactive.
    • Generated enterprise software and financial technology investment recommendations through rigorous fundamental research, interviews, and financial statement analysis and modeling. Internal ownership of companies under coverage exceeded $1 billion.
    • Presented and defended recommendations to Wellington's portfolio managers in written and verbal form, including an annual industry primer highlighting key sector themes and expected winners and losers.
    Focus areas: Investments, Microsoft Excel, Equity Valuation, Valuation, Client Presentations, Investor Presentations, Investment Presentations, Financial Presentations, Financial Forecasting, Comparable Company Analysis, Profitability Analysis, Capital Allocation, Data, NPV Calculation, Leadership, Public Speaking, Analysis, Writing & Editing, Customer Segmentation, Market Segmentation, Growth Strategy, Market Sizing, Value Proposition, Equity Research, Equity Research Analysis, Financial Modeling, Enterprise Software, Business Planning, Board Presentations, Business Models, Enterprise Software and Financial Technology, Revenues & Expense Projections, Revenue & Expense Projections, United States, Forecasting, Executive Presentations, Presentations

  • Manager, Walt Disney World Business Planning & Development

    1996 - 1999
    The Walt Disney Company
    • Assessed the economic and strategic rationale of all new on-property hotel projects comprising 20,000+ hotel rooms and made capital investment recommendations totaling over $1 billion to senior management.
    • Led the project team in examining the economic and strategic feasibility of an expanded internal monorail system. Personally earned Performance Excellence Award as a result of the efforts.
    • Evaluated non-capital intensive strategies to increase hotel inventory under Euro Disney management on a financial, strategic, and brand consistency basis. Recommended and helped implement a long-term ground lease with a third-party investor.
    • Promoted to Senior Analyst after 10 months, progressed to Manager 11 months later, and was recognized by the President as one of Walt Disney World's top performers (accorded to <5% of employee base).
    • Spearheaded Walt Disney World's first undergraduate recruiting effort for professional strategy positions.
    Focus areas: Financial Analysis, Market Research & Analysis, Market Opportunity Analysis, Investments, Strategy, Microsoft Excel, Equity Valuation, Valuation, Business Strategy, Product-market Fit, Client Presentations, Financial Presentations, Team Management, Capital Allocation, Data, NPV Calculation, Theme Parks & Resorts, Retail Dining & Entertainment, Site Planning, Leadership, Project Management, Public Speaking, Analysis, Writing & Editing, Customer Segmentation, Market Segmentation, Growth Strategy, Market Sizing, Value Proposition, Financial Modeling, Business Planning, Board Presentations, Business Models, Revenues & Expense Projections, Revenue & Expense Projections, United States, Forecasting, Executive Presentations, Presentations, Strategic Planning

  • Management Consultant, Media & Entertainment Practice

    1994 - 1996
    Booz Allen Hamilton
    • Researched US industry best practices to inform a strategy to grow news programming revenues for an international media client.
    • Analyzed the foreign, multi-channel television revenue growth potential for a US broadcast network and a professional US sports league. Prepared case studies illustrating potential success factors and pitfalls.
    • Assessed stand-alone economics and cost synergies of an electronic publishing acquisition target for a traditional US publisher.
    Focus areas: Case Studies, Strategy, Microsoft Excel, Business Strategy, Go-to-market Strategy, Client Presentations, Team Management, Business Plan Consulting, Data, Management Consulting, Public Speaking, Analysis, Writing & Editing, Customer Segmentation, Market Segmentation, Growth Strategy, Market Sizing, Financial Modeling, Business Planning, Board Presentations, Business Models, Revenues & Expense Projections, Executive Presentations, Presentations, Strategic Planning

Education

  • Master's Degree in Business Administration (MBA)
    1999 - 2001
    Stanford University - Palo Alto, CA, USA
  • Bachelor's Degree in Economics
    1992 - 1994
    Duke University - Durham, NC, USA

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