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>Guidewire Software Inc.</li><li>reported on the financial results of its second quarter of fiscal 2024 during its most recent earnings call.</li><li>The company reported continued sales momentum and operational performance.</li></ul>

Guidewire Software Inc.reported on the financial results of its second quarter of fiscal 2024 during its most recent earnings call.The company reported continued sales momentum and operational performance.

Guidewire Software: Increasing Demand for Its InsuranceSuite Applications & 5 Factors Driving Growth! - Financial Forecasts

<ul><li>Guidewire Software delivered an all-around beat in the fourth quarter, driven by solid execution, reflecting progress on both the deal front and operational aspects.</li><li>The sustained growth is evidence of Guidewire's commitment to establishing a lasting and positive impact on the P&C insurance industry.</li><li>The company is steadily constructing a franchise that promises durable, profitable, long-term growth befitting a vertical market leader.</li></ul>

Guidewire Software delivered an all-around beat in the fourth quarter, driven by solid execution, reflecting progress on both the deal front and operational aspects.The sustained growth is evidence of Guidewire's commitment to establishing a lasting and positive impact on the P&C insurance industry.The company is steadily constructing a franchise that promises durable, profitable, long-term growth befitting a vertical market leader.

Guidewire Software Inc.: Data and Analytics Offering Long-Term Opportunity - How? - Major Drivers

<ul><li>Guidewire Software delivered a solid result and managed an all-around beat in the last quarter.</li><li>The management closed 17 cloud deals in the quarter, bringing the total for the year to 37.</li><li>In terms of adoption, Guidewire achieved 13 go-lives on the Guidewire Cloud Platform during the quarter, reinforcing its positive trajectory.</li></ul>

Guidewire Software delivered a solid result and managed an all-around beat in the last quarter.The management closed 17 cloud deals in the quarter, bringing the total for the year to 37.In terms of adoption, Guidewire achieved 13 go-lives on the Guidewire Cloud Platform during the quarter, reinforcing its positive trajectory.

Guidewire Software Inc.: Can The Hakuba Cloud Offering Become A Growth Catalyst? - Major Drivers

<ul><li>Guidewire Software delivered a mixed set of results in its most recent result, with revenues falling short of Wall Street expectations but above-par earnings.</li><li>Their third quarter result was highlighted by continuous demand for InsuranceSuite Cloud and ARR and profitability, which exceeded expectations.</li><li>We give Guidewire Software a 'Hold' rating with a revised target price.</li></ul>

Guidewire Software delivered a mixed set of results in its most recent result, with revenues falling short of Wall Street expectations but above-par earnings.Their third quarter result was highlighted by continuous demand for InsuranceSuite Cloud and ARR and profitability, which exceeded expectations.We give Guidewire Software a 'Hold' rating with a revised target price.

Guidewire Software Inc.: Leadership In The Insurance Software Market Is Here To Stay? – Key Drivers

TMT & Consumer Independent Equity Research Analyst, Obex Capital Research

Aaron Gabin

TMT & Consumer Independent Equity Research Analyst

TMT & Consumer Independent Equity Research

Obex Capital Research

“Obex” is Latin for Barriers to Entry. Obex Capital Management’s investment philosophy is driven by an intense focus on which business model’s Barriers to Entry are able to withstand the ever increasing competitive disruption in the TMT and Consumer Sectors.

<p>Some updated thinking on our shorts: We like the Teradata short setup into 2Q21, and think Tesla may finally be <em>safe</em> to short. Well, safe as it ever gets. Apple remains our preferred large cap short, while Disney we flip from long biased to short biased as Disney+ subscriber numbers have decelerated massively. </p><p></p><div class="content-highlight"><p>Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental business analysis and security analysis. Before deciding if a security’s pricing and positioning merit a long or short position, we analyze the four pillars of business fundamentals (Secular Factors, TAM, Competitive Advantage, Business Model) in order to determine if this is a “good” or “not so good” opportunity.  </p></div>

Some updated thinking on our shorts: We like the Teradata short setup into 2Q21, and think Tesla may finally be safe to short. Well, safe as it ever gets. Apple remains our preferred large cap short, while Disney we flip from long biased to short biased as Disney+ subscriber numbers have decelerated massively. Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental business analysis and security analysis. Before deciding if a security’s pricing and positioning merit a long or short position, we analyze the four pillars of business fundamentals (Secular Factors, TAM, Competitive Advantage, Business Model) in order to determine if this is a “good” or “not so good” opportunity.  

United States

Guidewire Software Inc. develops and publishes enterprise software for the property and casualty insurance industry. The Company's software supports the workflow, collaboration with external partners, and rule-based decision-making that characterize modern underwriting and claims operations.

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Guidewire Software (GWRE US)

Guidewire Software: Increasing Demand for Its InsuranceSuite Applications & 5 Factors Driving Growth! - Financial Forecasts

Guidewire Software Inc. reported on the financial results of its second quarter of fiscal 2024 during its most recent earnings call. The company...

Baptista Research

Guidewire Software Inc.: Data and Analytics Offering Long-Term Opportunity - How? - Major Drivers

Guidewire Software delivered an all-around beat in the fourth quarter, driven by solid execution, reflecting progress on both the deal front and...

Baptista Research

Guidewire Software Inc.: Can The Hakuba Cloud Offering Become A Growth Catalyst? - Major Drivers

Guidewire Software delivered a solid result and managed an all-around beat in the last quarter. The management closed 17 cloud deals in the...

Baptista Research

Guidewire Software Inc.: Leadership In The Insurance Software Market Is Here To Stay? – Key Drivers

Guidewire Software delivered a mixed set of results in its most recent result, with revenues falling short of Wall Street expectations but...

Baptista Research

2H21 Obex Research Short Portfolio

We like the Teradata short setup into 2Q21, and think Tesla may finally be safe to short. Apple remains our preferred large cap short, while...

Aaron Gabin

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