Investment Advisor, Upslope Capital Management

Upslope Capital Management

Investment Advisor

Investment advisor for Upslope Partners Fund, LP, a global long/short equity hedge fund.

Equity Bottom-Up

<ul><li>While markets are ever-changing, the pace has felt much faster over the last few years. Two related shifts stand out.</li><li>First, gambling – on sports, geopolitics, and stocks/options – is absolutely everywhere. This is a big and unfortunate cultural shift. Second, AI is also everywhere – particularly on the desktops of buyside analysts and PMs.</li><li>I suspect this technological shift is part of a not-so-virtuous cycle with the cultural shift towards gambling. A couple years ago legendary investor Stan Druckenmiller noted how he made a quick bet on Argentinian stocks with an assist from AI</li></ul>

While markets are ever-changing, the pace has felt much faster over the last few years. Two related shifts stand out.First, gambling – on sports, geopolitics, and stocks/options – is absolutely everywhere. This is a big and unfortunate cultural shift. Second, AI is also everywhere – particularly on the desktops of buyside analysts and PMs.I suspect this technological shift is part of a not-so-virtuous cycle with the cultural shift towards gambling. A couple years ago legendary investor Stan Druckenmiller noted how he made a quick bet on Argentinian stocks with an assist from AI

Upslope's Quarterly Investor Letter 2025-Q4 Update

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>Henry Schein, Inc. presents a complex outlook as its second quarter 2025 performance demonstrates both challenges and opportunities.</li><li>The company's global sales reached $3.2 billion, growing by 3.3% from the previous year, though impacted by various challenges such as reduced U.S. distribution margins primarily due to lower glove pricing and targeted sales initiatives.</li><li>This quarter also saw a 42 basis point drop in GAAP operating margins and a 79 basis point decline on a non-GAAP basis, attributed to decreases in gross margins and increased operational costs.</li></ul>

Henry Schein, Inc. presents a complex outlook as its second quarter 2025 performance demonstrates both challenges and opportunities.The company's global sales reached $3.2 billion, growing by 3.3% from the previous year, though impacted by various challenges such as reduced U.S. distribution margins primarily due to lower glove pricing and targeted sales initiatives.This quarter also saw a 42 basis point drop in GAAP operating margins and a 79 basis point decline on a non-GAAP basis, attributed to decreases in gross margins and increased operational costs.

Henry Schein: Growing Profits With BOLD+1 & Smart Partnerships & Key Developments!

<ul><li>Henry Schein Inc. presented its first-quarter 2025 financial results, showcasing both positive developments and areas of concern for investors.</li><li>The company reported total sales of $3.2 billion, a slight decline of 0.1% compared to the first quarter of 2024.</li><li>This decrease was primarily impacted by a 1.5% negative effect due to foreign currency exchange fluctuations.</li></ul>

Henry Schein Inc. presented its first-quarter 2025 financial results, showcasing both positive developments and areas of concern for investors.The company reported total sales of $3.2 billion, a slight decline of 0.1% compared to the first quarter of 2024.This decrease was primarily impacted by a 1.5% negative effect due to foreign currency exchange fluctuations.

Henry Schein: Is The Continued Growth in Home Solutions Expected To Last?

<ul><li>Henry Schein, Inc. recently reported its earnings for the fourth quarter of 2024, revealing several dynamics within its business operations and financial performance.</li><li>The company, known for its dental and medical products distribution as well as specialty and technology services, presented mixed results indicative of market conditions and internal strategic shifts.</li><li>Positively, Henry Schein reported global sales of $3.2 billion, marking a 5.8% growth compared to the prior year.</li></ul>

Henry Schein, Inc. recently reported its earnings for the fourth quarter of 2024, revealing several dynamics within its business operations and financial performance.The company, known for its dental and medical products distribution as well as specialty and technology services, presented mixed results indicative of market conditions and internal strategic shifts.Positively, Henry Schein reported global sales of $3.2 billion, marking a 5.8% growth compared to the prior year.

Henry Schein: These Are The 5 Biggest Challenges That Could Hinder Its Growth in Future!

<ul><li>Henry Schein, a global leader in healthcare products and services, has faced significant scrutiny following the intervention of activist investor Anynam.</li><li>With demands for a new CEO, strategic cost cuts, and a refined approach to capital allocation, Anynam has raised concerns over Henry Schein’s performance and governance.</li><li>The activist’s recommendations include splitting the company’s dental and medical businesses, enhancing operational efficiencies, and reassessing leadership for improved shareholder returns.</li></ul>

Henry Schein, a global leader in healthcare products and services, has faced significant scrutiny following the intervention of activist investor Anynam.With demands for a new CEO, strategic cost cuts, and a refined approach to capital allocation, Anynam has raised concerns over Henry Schein’s performance and governance.The activist’s recommendations include splitting the company’s dental and medical businesses, enhancing operational efficiencies, and reassessing leadership for improved shareholder returns.

Inside Henry Schein's Game Plan: Will Anynam's Shake-Up Deliver Results?

United States

Henry Schein, Inc. distributes healthcare products and services, including practice management software, to office-based healthcare practitioners.  The Company has operations in North America and other countries.  Henry Schein's operations include direct marketing, telesales, and field sales.

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Henry Schein (HSIC US)

Upslope's Quarterly Investor Letter 2025-Q4 Update

While markets are ever-changing, the pace has felt much faster over the last few years. Two related shifts stand out. First, gambling – on sports,...

Upslope Capital Management

Henry Schein: Growing Profits With BOLD+1 & Smart Partnerships & Key Developments!

Henry Schein, Inc. presents a complex outlook as its second quarter 2025 performance demonstrates both challenges and opportunities. The company's...

Baptista Research

Henry Schein: Is The Continued Growth in Home Solutions Expected To Last?

Henry Schein Inc. presented its first-quarter 2025 financial results, showcasing both positive developments and areas of concern for...

Baptista Research

Henry Schein: These Are The 5 Biggest Challenges That Could Hinder Its Growth in Future!

Henry Schein, Inc. recently reported its earnings for the fourth quarter of 2024, revealing several dynamics within its business operations and...

Baptista Research

Inside Henry Schein's Game Plan: Will Anynam's Shake-Up Deliver Results?

Henry Schein, a global leader in healthcare products and services, has faced significant scrutiny following the intervention of activist investor...

Baptista Research

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