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>Bed Bath & Beyond has added another piece to its fast-changing “Everything Home” strategy by acquiring TwoPonds, the parent of SFV-LLGC, in an all-stock merger announced through a July 1, 2026 SEC filing.</li><li>The transaction, signed and effective on June 30, 2026, involves the issuance of 7.2 million common shares to the sellers, alongside a 12-month lock-up and registration rights agreement covering 3.75 million shares held by the Mitchell Rosen Revocable Trust and Sharon Rosen Revocable Trust.</li><li>The deal follows a broader strategic reset under CEO Marcus Lemonis, who has been repositioning Bed Bath & Beyond around three pillars: omnichannel retail, products and financial services, and home services.</li></ul>

Bed Bath & Beyond has added another piece to its fast-changing “Everything Home” strategy by acquiring TwoPonds, the parent of SFV-LLGC, in an all-stock merger announced through a July 1, 2026 SEC filing.The transaction, signed and effective on June 30, 2026, involves the issuance of 7.2 million common shares to the sellers, alongside a 12-month lock-up and registration rights agreement covering 3.75 million shares held by the Mitchell Rosen Revocable Trust and Sharon Rosen Revocable Trust.The deal follows a broader strategic reset under CEO Marcus Lemonis, who has been repositioning Bed Bath & Beyond around three pillars: omnichannel retail, products and financial services, and home services.

Bed Bath & Beyond Acquisition Spree Adds Another Piece To Its Home Services Puzzle!

<ul><li>Bed Bath & Beyond has moved from restructuring its retail base to pursuing a broader homeownership ecosystem, and its latest move points squarely in that direction.</li><li>On April 8, the company said it signed a letter of intent to acquire the equity interests and substantially all assets of F9 Brands, owner of Cabinets To Go, Lumber Liquidators, Gracious Home / Thos.</li><li>Baker, and Southwind Building Products.</li></ul>

Bed Bath & Beyond has moved from restructuring its retail base to pursuing a broader homeownership ecosystem, and its latest move points squarely in that direction.On April 8, the company said it signed a letter of intent to acquire the equity interests and substantially all assets of F9 Brands, owner of Cabinets To Go, Lumber Liquidators, Gracious Home / Thos.Baker, and Southwind Building Products.

Bed Bath & Beyond Takeover Strategy Revealed: The Real Reason Behind The F9 Brands Deal!

<ul><li>Bed Bath & Beyond, Inc. has spent the past two years executing a methodical turnaround that has reshaped both its operating profile and strategic ambition.</li><li>After stabilizing revenue, delivering seven consecutive quarters of material improvement, and narrowing losses sharply, the company is no longer positioning itself as a pure-play home retailer.</li><li>Instead, recent disclosures point to a broader “Everything Home” strategy that blends retail, services, technology, and asset-linked platforms.</li></ul>

Bed Bath & Beyond, Inc. has spent the past two years executing a methodical turnaround that has reshaped both its operating profile and strategic ambition.After stabilizing revenue, delivering seven consecutive quarters of material improvement, and narrowing losses sharply, the company is no longer positioning itself as a pure-play home retailer.Instead, recent disclosures point to a broader “Everything Home” strategy that blends retail, services, technology, and asset-linked platforms.

Bed Bath & Beyond's New Acquisition Signals a Massive Shift-Here's What's Coming Next!

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>According to BeSpoke investment firm research, the top 10% of the most heavily shorted stocks are up an average of 36.3% so far this year.</li><li>This includes troubled retailer Bed Bath &amp; Beyond (BBBY) whose shares surged by more than 18% Thursday, a day after they missed a Feb. 1 interest payment and warned that it might file for bankruptcy within weeks.</li><li>Other stocks like online car dealer Carvana and any company which has anything remotely associated with artificial intelligence (AI) have seen similar spikes.</li></ul>

According to BeSpoke investment firm research, the top 10% of the most heavily shorted stocks are up an average of 36.3% so far this year.This includes troubled retailer Bed Bath &amp; Beyond (BBBY) whose shares surged by more than 18% Thursday, a day after they missed a Feb. 1 interest payment and warned that it might file for bankruptcy within weeks.Other stocks like online car dealer Carvana and any company which has anything remotely associated with artificial intelligence (AI) have seen similar spikes.

Selected Quarterly & Annual Newsletters from Funds, Fund Newsletters

Fund Newsletters

Selected Quarterly & Annual Newsletters from Funds

<ul>
<li>The Palm Valley Capital Fund invests in small cap stocks. While our Fund is new, its underlying absolute return-based investment strategy is not. We have practiced the same strategy throughout our careers in investment management.</li>
<li>The combination of falling stock prices and attractive small cap multiples appears to present a powerful case for buying aggressively. We do not share this view.</li>
<li>Non-cash share-based compensation accounts for roughly one-third of the collective free cash flow of small caps in the S&amp;P 600 Index.</li>
<li>The current 33x median price-to-free cash flow multiple for better quality small caps (S&amp;P 600) is the highest this cycle.</li>
<li>Market volatility is important to Palm Valley’s absolute return strategy.</li>
</ul>


The Palm Valley Capital Fund invests in small cap stocks. While our Fund is new, its underlying absolute return-based investment strategy is not. We have practiced the same strategy throughout our careers in investment management.
The combination of falling stock prices and attractive small cap multiples appears to present a powerful case for buying aggressively. We do not share this view.
Non-cash share-based compensation accounts for roughly one-third of the collective free cash flow of small caps in the S&amp;P 600 Index.
The current 33x median price-to-free cash flow multiple for better quality small caps (S&amp;P 600) is the highest this cycle.
Market volatility is important to Palm Valley’s absolute return strategy.


Palm Valley Capital Fund Q3 2022 Commentary

United States

Bed Bath & Beyond Inc. operates a nationwide chain of retail stores. The Company, through its retail stores, sells a wide assortment of merchandise principally including domestics merchandise and home furnishings as well as food, giftware, health and beauty care items and infant and toddler merchandise.

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Bed Bath & Beyond (BBBY US)

Bed Bath & Beyond Acquisition Spree Adds Another Piece To Its Home Services Puzzle!

Bed Bath & Beyond has added another piece to its fast-changing “Everything Home” strategy by acquiring TwoPonds, the parent of SFV-LLGC, in an...

Baptista Research

Bed Bath & Beyond Takeover Strategy Revealed: The Real Reason Behind The F9 Brands Deal!

Bed Bath & Beyond has moved from restructuring its retail base to pursuing a broader homeownership ecosystem, and its latest move points...

Baptista Research

Bed Bath & Beyond's New Acquisition Signals a Massive Shift-Here's What's Coming Next!

Bed Bath & Beyond, Inc. has spent the past two years executing a methodical turnaround that has reshaped both its operating profile and...

Baptista Research

Weekly Stock Bullfinder - Week of 2/6

According to BeSpoke investment firm research, the top 10% of the most heavily shorted stocks are up an average of 36.3% so far this year.

Weekly Stock Bull Finder

Palm Valley Capital Fund Q3 2022 Commentary

The Palm Valley Capital Fund invests in small cap stocks. While our Fund is new, its underlying absolute return-based investment strategy is not....

Fund Newsletters

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