Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Algosun Global

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sumo-logic-inc" target="_blank" data-smartkarma-citation="entities:29265:1" rel="noopener">Sumo Logic Inc (SUMO US)</a> announced the appointment of Stewart Grierson as CFO and launched new products.</li>
<li>Management raised FY'22 guidance and growth of new customers started to recover as the global economy is reopening.</li>
<li>
<a href="https://www.smartkarma.com/entities/sumo-logic-inc" target="_blank" data-smartkarma-citation="entities:29265:1" rel="noopener">Sumo Logic Inc (SUMO US)</a> is one of our reopening stock ideas in technology sector in the United States.</li>
</ul>



Sumo Logic Inc (SUMO US) announced the appointment of Stewart Grierson as CFO and launched new products.
Management raised FY'22 guidance and growth of new customers started to recover as the global economy is reopening.

Sumo Logic Inc (SUMO US) is one of our reopening stock ideas in technology sector in the United States.


Expecting Strong Growth In CY22. New CFO Will Improve Business Performance

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 Capital Markets

Hewlett Packard Enterprise  / Equity Capital Markets

<ul><li>Hewlett Packard Enterprise delivered an outstanding financial result in the fourth quarter resulting from a record demand for its offerings.</li><li>It is worth highlighting that the management saw a higher demand for its cloud-based offerings in the second half of the year, resulting in a 16% increase in orders.</li><li>We remain bullish on Hewlett Packard Enterprise and give it an 'Outperform' rating with a revised target price.</li></ul>

Hewlett Packard Enterprise delivered an outstanding financial result in the fourth quarter resulting from a record demand for its offerings.It is worth highlighting that the management saw a higher demand for its cloud-based offerings in the second half of the year, resulting in a 16% increase in orders.We remain bullish on Hewlett Packard Enterprise and give it an 'Outperform' rating with a revised target price.

Hewlett Packard Enterprises: Improving Recurring Revenues (12/2021)

Value Investing

Vladimir Dimitrov, CFA

<ul><li>The unprecedented amount of liquidity is having profound implications for high growth tech companies.</li><li>Expected topline growth rate has become the number one business valuation driver in the cloud space.</li><li>The hidden risk of rising interest rates and fading momentum trade is often left unaccounted for, which could soon create serious problems.</li></ul>

The unprecedented amount of liquidity is having profound implications for high growth tech companies.Expected topline growth rate has become the number one business valuation driver in the cloud space.The hidden risk of rising interest rates and fading momentum trade is often left unaccounted for, which could soon create serious problems.

The Cloud Space In Numbers: What Matters The Most

<ul><li>Hewlett Packard Enterprise delivered an extraordinary third quarter with strong growth in orders, expanded margins, and record-free cash flows.</li><li>One of the biggest drivers of this growth is the Intelligent Edge business which accelerated its momentum in the third quarter with 23% year-over-year revenue growth.</li><li>While we are reasonably optimistic about Hewlett Packard, we maintain our ‘Hold’ rating with a revised target price.</li></ul>

Hewlett Packard Enterprise delivered an extraordinary third quarter with strong growth in orders, expanded margins, and record-free cash flows.One of the biggest drivers of this growth is the Intelligent Edge business which accelerated its momentum in the third quarter with 23% year-over-year revenue growth.While we are reasonably optimistic about Hewlett Packard, we maintain our ‘Hold’ rating with a revised target price.

Hewlett Packard Enterprise Co - Investment Thesis

Latest News from the World’s Leading Innovators

Granite Bay Capital

An innovation focussed investment company

Granite Bay Capital is an innovation focussed investment company with a deep focus on the companies at the leading edge of innovation across major themes such as AI, ubiquitous computing, sustainability, automation and longevity.

Thematic (Sector/Industry)

<p>Headline Developments Nassim Taleb, the celebrated Black Swan author and mathematician, has published a paper trashing bitcoin.  In the paper (excerpts below), Taleb claims the theoretical value of bitcoin is zero, saying it is not a currency, can be neither a short or long term store of value, cannot operate as a reliable inflation hedge and, “worst of all”, does not constitute “not even remotely” a tail protection vehicle for catastrophic episodes (i.</p>

Headline Developments Nassim Taleb, the celebrated Black Swan author and mathematician, has published a paper trashing bitcoin.  In the paper (excerpts below), Taleb claims the theoretical value of bitcoin is zero, saying it is not a currency, can be neither a short or long term store of value, cannot operate as a reliable inflation hedge and, “worst of all”, does not constitute “not even remotely” a tail protection vehicle for catastrophic episodes (i.

United States

Hewlett Packard Enterprise Company provides information technology solutions. The Company offers enterprise security, analytics and data management, applications development and testing, data center care, cloud consulting, and business process services. Hewlett Packard Enterprise serves customers worldwide.

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Hewlett Packard Enterprise (HPE US)

Expecting Strong Growth In CY22. New CFO Will Improve Business Performance

We still believe Sumo Logic stock is the most undervalued technology unicorn in our SaaS/Cloud coverage universe, which trades at a discount to...

Andrei Zakharov

Hewlett Packard Enterprises: Improving Recurring Revenues (12/2021)

Hewlett Packard Enterprise delivered an outstanding financial result in the fourth quarter resulting from a record demand for its offerings. It is...

Baptista Research

The Cloud Space In Numbers: What Matters The Most

The unprecedented amount of liquidity is having profound implications for high growth tech companies. Expected topline growth rate has become the...

Vladimir Dimitrov, CFA

Hewlett Packard Enterprise Co - Investment Thesis

Hewlett Packard Enterprise delivered an extraordinary third quarter with strong growth in orders, expanded margins, and record-free cash...

Baptista Research

Weekly Innovation Review (WIRE) #37

Nassim Taleb, the celebrated Black Swan author and mathematician, has published a paper trashing bitcoin. In the paper, Taleb claims the...

Granite Bay Capital

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