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.

Equity Bottom-Up

<ul><li>Alphabet, the parent company of Google, has long been a pioneer in artificial intelligence, with a history of groundbreaking research and innovative technologies.</li><li>Yet, the company finds itself struggling to close the gap with OpenAI, the leader in generative AI.</li><li>In 2024, Alphabet doubled down on its AI efforts with the rollout of its Gemini chatbot, positioned as a direct competitor to OpenAI’s ChatGPT.</li></ul>

Alphabet, the parent company of Google, has long been a pioneer in artificial intelligence, with a history of groundbreaking research and innovative technologies.Yet, the company finds itself struggling to close the gap with OpenAI, the leader in generative AI.In 2024, Alphabet doubled down on its AI efforts with the rollout of its Gemini chatbot, positioned as a direct competitor to OpenAI’s ChatGPT.

Can Alphabet Come Even Remotely Close To Dethroning OpenAI In 2025?

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Alphabet (NASDAQ: GOOGL) has been consistently undervalued in the market despite strong revenue and earnings growth</li><li>The company's average forward P/E multiple over the past 15+ years has been just 21.7x, even though it has consistently outperformed the S&amp;P 500</li><li>Currently trading at a discounted valuation of around 17x 2025E EPS, Alphabet has been mispriced for most of its 20-year history</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Alphabet (NASDAQ: GOOGL) has been consistently undervalued in the market despite strong revenue and earnings growthThe company's average forward P/E multiple over the past 15+ years has been just 21.7x, even though it has consistently outperformed the S&amp;P 500Currently trading at a discounted valuation of around 17x 2025E EPS, Alphabet has been mispriced for most of its 20-year historyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Alphabet Inc (GOOGL) - Monday, Sep 16, 2024

<ul><li>Alphabet Inc., the parent company of Google, has long been a dominant force in the tech world, leveraging its search, cloud, and AI capabilities.</li><li>Recent announcements, including the development of its custom quantum computing chip "Willow," the launch of Gemini 2.0 AI models, and its partnership with Samsung for mixed-reality headsets, have spurred investor optimism.</li><li>These developments come against the backdrop of an earnings call highlighting impressive revenue growth and expanding AI applications across search, cloud services, and autonomous driving.</li></ul>

Alphabet Inc., the parent company of Google, has long been a dominant force in the tech world, leveraging its search, cloud, and AI capabilities.Recent announcements, including the development of its custom quantum computing chip "Willow," the launch of Gemini 2.0 AI models, and its partnership with Samsung for mixed-reality headsets, have spurred investor optimism.These developments come against the backdrop of an earnings call highlighting impressive revenue growth and expanding AI applications across search, cloud services, and autonomous driving.

Alphabet’s Big Tech Bets: Quantum, AI, and the Mixed-Reality Fight for Survival!

<ul><li>The United States Department of Justice (DOJ) has intensified its focus on Alphabet, the parent company of Google, with new and aggressive proposals aimed at curbing its alleged monopolistic behavior in the search engine market.</li><li>These proposals, released in a recent filing, include expected measures such as the potential divestiture of the Chrome browser and a prohibition on default payment agreements with Apple for search placement.</li><li>However, the inclusion of radical remedies like mandatory syndication of Google’s search index and user data to rivals at marginal cost—with no charge for advertising data for a decade—has jolted the tech and financial community.</li></ul>

The United States Department of Justice (DOJ) has intensified its focus on Alphabet, the parent company of Google, with new and aggressive proposals aimed at curbing its alleged monopolistic behavior in the search engine market.These proposals, released in a recent filing, include expected measures such as the potential divestiture of the Chrome browser and a prohibition on default payment agreements with Apple for search placement.However, the inclusion of radical remedies like mandatory syndication of Google’s search index and user data to rivals at marginal cost—with no charge for advertising data for a decade—has jolted the tech and financial community.

Google’s High-Stakes DOJ Battle: Navigating Innovation Amid Regulatory Scrutiny

<ul><li>Alphabet Inc. reported strong financial results for the third quarter of 2024, reflecting continued growth and solid performance across its multiple business segments.</li><li>During the earnings call, key executives, including CEO Sundar Pichai, outlined several areas of progress and strategic initiatives driving the company's success.A primary highlight from the call was Alphabet's robust advancement in artificial intelligence (AI), which CEO Sundar Pichai emphasized as a critical factor in the company's current and future growth.</li><li>The company's AI strategy includes significant investments in infrastructure, deep technical research, and expanding the global reach of its AI-driven products and services.</li></ul>

Alphabet Inc. reported strong financial results for the third quarter of 2024, reflecting continued growth and solid performance across its multiple business segments.During the earnings call, key executives, including CEO Sundar Pichai, outlined several areas of progress and strategic initiatives driving the company's success.A primary highlight from the call was Alphabet's robust advancement in artificial intelligence (AI), which CEO Sundar Pichai emphasized as a critical factor in the company's current and future growth.The company's AI strategy includes significant investments in infrastructure, deep technical research, and expanding the global reach of its AI-driven products and services.

Alphabet’s Antitrust Struggles and AI Expansion: Will Google Remain on Top?

United States

Alphabet Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.

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Alphabet (GOOGL US)

Can Alphabet Come Even Remotely Close To Dethroning OpenAI In 2025?

Alphabet, the parent company of Google, has long been a pioneer in artificial intelligence, with a history of groundbreaking research and...

Baptista Research

Alphabet Inc (GOOGL) - Monday, Sep 16, 2024

The company's average forward P/E multiple over the past 15+ years has been just 21.7x, even though it has consistently outperformed the S&P 500

Value Investors Club

Alphabet’s Big Tech Bets: Quantum, AI, and the Mixed-Reality Fight for Survival!

Alphabet Inc., the parent company of Google, has long been a dominant force in the tech world, leveraging its search, cloud, and AI...

Baptista Research

Google’s High-Stakes DOJ Battle: Navigating Innovation Amid Regulatory Scrutiny

The United States Department of Justice (DOJ) has intensified its focus on Alphabet, the parent company of Google, with new and aggressive...

Baptista Research

Alphabet’s Antitrust Struggles and AI Expansion: Will Google Remain on Top?

Alphabet Inc. reported strong financial results for the third quarter of 2024, reflecting continued growth and solid performance across its...

Baptista Research

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