Mohammad Ahmadi

I’m a recent Tufts University graduate with a dual degree in economics and sociology, with experience across investment banking, consulting, and private markets. Most of my work has touched M&A, deal sourcing, and capital raising for investors and operators.

Ahmadi Research is the place where I stress-test ideas about businesses, macro regimes, and portfolio construction. I’m especially interested in questions like whether U.S. equities are structurally overvalued, how AI-driven capex cycles ripple through markets, and what has to be true for an investment thesis to actually hold.