Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

<ul>
<li>We write about one stock each from the large, mid and small cap portfolios, briefly giving the reasons behind their the innovation scores and inclusion in the portfolio.  </li>
<li>The three companies are <a href="https://www.smartkarma.com/entities/johnson-johnson-831a1ab9-b291-4564-99b0-dc7f8d2b8175" target="_blank" data-smartkarma-citation="entities:26818:1" rel="noopener">Johnson &amp; Johnson (JNJ UN)</a> , <a href="https://www.smartkarma.com/entities/mondelez-international-inc" target="_blank" data-smartkarma-citation="entities:8111:1" rel="noopener">Mondelez International (MDLZ US)</a> and <a href="https://www.smartkarma.com/entities/qorvo-inc" target="_blank" data-smartkarma-citation="entities:11965:1" rel="noopener">Qorvo Inc (QRVO US), which have the highest weighting in each portfolio</a>
</li>
<li>For the week the large cap portfolio was up 1.2%, the midcap was up 1.4% and the small cap was up 0.9%, all in US$ terms.  </li>
</ul>


We write about one stock each from the large, mid and small cap portfolios, briefly giving the reasons behind their the innovation scores and inclusion in the portfolio.  
The three companies are Johnson &amp; Johnson (JNJ UN) , Mondelez International (MDLZ US) and Qorvo Inc (QRVO US), which have the highest weighting in each portfolio

For the week the large cap portfolio was up 1.2%, the midcap was up 1.4% and the small cap was up 0.9%, all in US$ terms.  


How the Portfolios Did for the First Week

Market Intelligence, ORTEX

ORTEX Market Intel

Market Intelligence

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Equity Bottom-Up

Horizon Quantum Holdings / Equity Bottom-Up

<ul><li>Short sellers were active the week of July 13.</li><li>Borrow costs exploded on several names, led by a leveraged ETF tracking Micron hitting 441% of float.</li><li>Earnings season drove positioning on both sides - bears loaded up on some names while covering hard on others.</li></ul>

Short sellers were active the week of July 13.Borrow costs exploded on several names, led by a leveraged ETF tracking Micron hitting 441% of float.Earnings season drove positioning on both sides - bears loaded up on some names while covering hard on others.

Bears Build Into Earnings Season: Short Interest Spikes Across Small Caps

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>10x Genomics has been in the spotlight recently after signaling strong interest in acquiring Scale Biosciences—an emerging leader in split-pool combinatorial barcoding for ultra-high-plex single-cell assays.</li><li>Just days after posting mixed Q1 results impacted by U.S. academic funding headwinds, CEO Serge Saxonov affirmed a strategy centered on innovation and partnership to sustain momentum in single-cell and spatial genomics.</li><li>Scale’s technology promises instrument-free barcoding kits, sample-pooling workflows, and its first commercial single-cell methylation solution—all of which could integrate seamlessly into 10x’s Chromium and Xenium platforms.</li></ul>

10x Genomics has been in the spotlight recently after signaling strong interest in acquiring Scale Biosciences—an emerging leader in split-pool combinatorial barcoding for ultra-high-plex single-cell assays.Just days after posting mixed Q1 results impacted by U.S. academic funding headwinds, CEO Serge Saxonov affirmed a strategy centered on innovation and partnership to sustain momentum in single-cell and spatial genomics.Scale’s technology promises instrument-free barcoding kits, sample-pooling workflows, and its first commercial single-cell methylation solution—all of which could integrate seamlessly into 10x’s Chromium and Xenium platforms.

10x Genomics + Scale Bio: The High-Plex Power Move Wall Street Didn’t See Coming

<ul><li>10x Genomics faced a challenging first quarter of 2025, marked by both positive developments and significant uncertainties.</li><li>The company reported total revenue of $155 million, with a substantial boost from a settlement with Vizgen included in this figure.</li><li>Excluding the settlement's contribution, revenue stood at $138 million, reflecting a 2% year-over-year decline.</li></ul>

10x Genomics faced a challenging first quarter of 2025, marked by both positive developments and significant uncertainties.The company reported total revenue of $155 million, with a substantial boost from a settlement with Vizgen included in this figure.Excluding the settlement's contribution, revenue stood at $138 million, reflecting a 2% year-over-year decline.

10x Genomics: Product Utilization & Growth of Spatial & Single Cell Technologies & Key Growth Levers!

<ul><li>10x Genomics, a pioneer in single-cell and spatial transcriptomics, recently released its financial results for Q4 and the full year 2024.</li><li>The company experienced a 1% decrease in total revenue year-over-year, ending with $611 million.</li><li>This was largely due to challenges stemming from macroeconomic conditions and significant changes within the company.</li></ul>

10x Genomics, a pioneer in single-cell and spatial transcriptomics, recently released its financial results for Q4 and the full year 2024.The company experienced a 1% decrease in total revenue year-over-year, ending with $611 million.This was largely due to challenges stemming from macroeconomic conditions and significant changes within the company.

10x Genomics: Expanding Footprint Within Biopharma Sector To Shape Their Future!

United States

10X Genomics, Inc. operates as a life science and diagnostics company. The Company develops software for analyzing biological systems such as genetic and immune cells. 10X Genomics serves customers worldwide.

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10X Genomics (TXG US)

How the Portfolios Did for the First Week

We assess how the three portfolios did for the first week and discuss about one stock each from the large, mid and small cap portfolios, briefly...

Pyari Menon

Bears Build Into Earnings Season: Short Interest Spikes Across Small Caps

Short sellers were active the week of July 13. Borrow costs exploded on several names, led by a leveraged ETF tracking Micron hitting 441% of...

ORTEX Market Intel

10x Genomics + Scale Bio: The High-Plex Power Move Wall Street Didn’t See Coming

10x Genomics has been in the spotlight recently after signaling strong interest in acquiring Scale Biosciences—an emerging leader in split-pool...

Baptista Research

10x Genomics: Product Utilization & Growth of Spatial & Single Cell Technologies & Key Growth Levers!

10x Genomics faced a challenging first quarter of 2025, marked by both positive developments and significant uncertainties. The company reported...

Baptista Research

10x Genomics: Expanding Footprint Within Biopharma Sector To Shape Their Future!

10x Genomics, a pioneer in single-cell and spatial transcriptomics, recently released its financial results for Q4 and the full year 2024. The...

Baptista Research

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