Kerem Özdemir

Projects

A company in build, five instruments that run in this page, and the repositories behind them.

CoLaunch

colaunch.app

Co-founding a platform for people who build things together. In build with a small team; third place at the Boğaziçi Enterprize competition. More here as it ships. no promises ahead of the product.

colaunch.app →

Five instruments, live

Reimplemented in JavaScript from my Python repositories, running entirely in this page. The inputs are illustrative; the arithmetic is the same as the repositories, and the Python versions carry the tests.

Tool one

dcf-lab

How much of this valuation is the five years that were forecast, and how much is the perpetuity bolted on after them?

Every slider is an argument: growth is the story, the discount rate is the doubt, and the terminal value is where valuations hide.

github.com/Keremozdemirra/analyst-toolkit72 tests

Tool two

marginal-abatement

At a given carbon price, which of these ten measures is worth doing, and what does the set cost?

Measures unlocked
0of ten
Cumulative abatement
0tonnes a year
Net annual cost
0at the levelised cost

Bar width is annual abatement. Bar height is the levelised cost per tonne. Select a bar for its arithmetic.

github.com/Keremozdemirra/esg-toolkit46 tests

Tool three

carbon-bridge

Emissions moved between two years. How much of that was output, how much was the product mix, how much was energy intensity, and how much was the emission factor?

github.com/Keremozdemirra/esg-toolkit37 tests

Tool five

market-sizer

The two sizings disagree. Which assumption would have to change, and what would it have to become?

Top down

A universe narrowed by factors.

Top down total0

Bottom up

Segments, each a product of drivers.

Bottom up total0
Top down
0EUR, illustrative
Bottom up
0EUR, illustrative
Gap
0bottom up minus top down
What each assumption would have to be for the two sizings to agree
AssumptionNowImpliedMultiple

github.com/Keremozdemirra/analyst-toolkit49 tests

Repositories

Everything public, everything sourced. The instruments above come from the first five; the rest package working method as reusable skills.