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

Casella Waste Systems Inc A / Equity Bottom-Up

<ul><li>Casella Waste Systems, Inc. recently presented its third quarter 2025 results, showcasing a blend of accomplishments and challenges, which together compose an intriguing outlook for the company.</li><li>The report included key personnel, such as John Casella, Chairman and CEO, who will transition to Executive Chairman at the end of 2025, passing the CEO role to Ned Coletta on January 1.</li><li>Despite the leadership overhaul, the company's operational consistency and growth strategy appear solid.</li></ul>

Casella Waste Systems, Inc. recently presented its third quarter 2025 results, showcasing a blend of accomplishments and challenges, which together compose an intriguing outlook for the company.The report included key personnel, such as John Casella, Chairman and CEO, who will transition to Executive Chairman at the end of 2025, passing the CEO role to Ned Coletta on January 1.Despite the leadership overhaul, the company's operational consistency and growth strategy appear solid.

Casella Waste Systems Is Strengthening Its Competitive Edge Through Bold Landfill Internalization Strategy; What's The Revenue Impact?

<ul><li>Casella Waste Systems Inc. recently held its first-quarter 2025 earnings discussion, reporting commendable progress with revenues, adjusted EBITDA, and adjusted free cash flow all increasing over 20% year-over-year, marking records for the first quarter.</li><li>The company's strategic focus on expanding fleet automation, enhancing internal volume processing, and improving employee retention is yielding favorable outcomes.</li><li>Casella Waste continues to effectively integrate acquisitions from the past two years, highlighting robust merger and acquisition activity, including four acquisitions in the current year, collectively contributing approximately $50 million in annualized revenues.</li></ul>

Casella Waste Systems Inc. recently held its first-quarter 2025 earnings discussion, reporting commendable progress with revenues, adjusted EBITDA, and adjusted free cash flow all increasing over 20% year-over-year, marking records for the first quarter.The company's strategic focus on expanding fleet automation, enhancing internal volume processing, and improving employee retention is yielding favorable outcomes.Casella Waste continues to effectively integrate acquisitions from the past two years, highlighting robust merger and acquisition activity, including four acquisitions in the current year, collectively contributing approximately $50 million in annualized revenues.

Casella Waste Systems: An Acquisitive Growth Strategy

<ul><li>Casella Waste Systems, Inc. has reported robust financial results for the fourth quarter and full year 2024.</li><li>The company demonstrated significant growth across various key metrics, closing the year on a positive note.</li><li>Throughout 2024, Casella Waste Systems executed on strategic acquisitions, expanded its revenue base, and fortified its operational efficiencies.</li></ul>

Casella Waste Systems, Inc. has reported robust financial results for the fourth quarter and full year 2024.The company demonstrated significant growth across various key metrics, closing the year on a positive note.Throughout 2024, Casella Waste Systems executed on strategic acquisitions, expanded its revenue base, and fortified its operational efficiencies.

Casella Waste Systems Taps Hidden Gold in Landfill Internalization—Will It Work?

<ul><li>Casella Waste Systems, Inc. (CWST) reported its third-quarter 2024 earnings, showcasing both promising growth initiatives and certain operational challenges.</li><li>The company continues to focus on strategic acquisitions and enhancing operational efficiencies, aligning its activities with its long-term growth strategy.</li><li>A notable achievement for Casella was the completion of its sixth acquisition of the year, closing the Royal acquisition at the beginning of October.</li></ul>

Casella Waste Systems, Inc. (CWST) reported its third-quarter 2024 earnings, showcasing both promising growth initiatives and certain operational challenges.The company continues to focus on strategic acquisitions and enhancing operational efficiencies, aligning its activities with its long-term growth strategy.A notable achievement for Casella was the completion of its sixth acquisition of the year, closing the Royal acquisition at the beginning of October.

Casella Waste Systems: Internalization & Cost Optimization As A Pivotal Growth Engine! - Major Drivers

<ul><li>Casella Waste Systems has demonstrated a trajectory of strategic execution and growth, marked by recent acquisitions and operational optimizations, as evidenced in the second quarter 2024 earnings discussion.</li><li>The company has expanded its geographical footprint to 10 states, which underscores an aggressive growth strategy through acquisitions that align with Casella’s core operational focus.</li><li>During the quarter, Casella added to its portfolio with the acquisition of LMR Disposal and Whitetail Disposal, marking significant strides in extending service offerings in the Mid-Atlantic region.</li></ul>

Casella Waste Systems has demonstrated a trajectory of strategic execution and growth, marked by recent acquisitions and operational optimizations, as evidenced in the second quarter 2024 earnings discussion.The company has expanded its geographical footprint to 10 states, which underscores an aggressive growth strategy through acquisitions that align with Casella’s core operational focus.During the quarter, Casella added to its portfolio with the acquisition of LMR Disposal and Whitetail Disposal, marking significant strides in extending service offerings in the Mid-Atlantic region.

Casella Waste Systems: Initiation Of Coverage - Expansion of Service Offering and Market Penetration! - Major Drivers

United States

Casella Waste Systems, Inc. provides integrated, non-hazardous solid waste services throughout the eastern United States.  The Company provides collection, transfer, disposal, and recycling services, generates steam, and manufactures finished products utilizing recyclable materials primarily throughout the eastern portion of the United States.

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Casella Waste Systems Inc A (CWST US)

Casella Waste Systems Is Strengthening Its Competitive Edge Through Bold Landfill Internalization Strategy; What's The Revenue Impact?

Casella Waste Systems, Inc. recently presented its third quarter 2025 results, showcasing a blend of accomplishments and challenges, which...

Baptista Research

Casella Waste Systems: An Acquisitive Growth Strategy

Casella Waste Systems Inc. recently held its first-quarter 2025 earnings discussion, reporting commendable progress with revenues, adjusted...

Baptista Research

Casella Waste Systems Taps Hidden Gold in Landfill Internalization—Will It Work?

Casella Waste Systems, Inc. has reported robust financial results for the fourth quarter and full year 2024. The company demonstrated significant...

Baptista Research

Casella Waste Systems: Internalization & Cost Optimization As A Pivotal Growth Engine! - Major Drivers

Casella Waste Systems, Inc. (CWST) reported its third-quarter 2024 earnings, showcasing both promising growth initiatives and certain operational...

Baptista Research

Casella Waste Systems: Initiation Of Coverage - Expansion of Service Offering and Market Penetration! - Major Drivers

Casella Waste Systems has demonstrated a trajectory of strategic execution and growth, marked by recent acquisitions and operational...

Baptista Research

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