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

Live Nation Entertainment, Inc / Equity Bottom-Up

<ul><li>Live Nation Entertainment, a leading events promoter and venue operator, delivered a solid performance in the first quarter of 2024, underscored by a 20% increase in concerts attendance in North America and continued expansion of its international business.</li><li>Driving this growth has been the company's persistent focus on consumer demand, effective operational strategies, and diversification into new markets and genres.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Live Nation Entertainment, a leading events promoter and venue operator, delivered a solid performance in the first quarter of 2024, underscored by a 20% increase in concerts attendance in North America and continued expansion of its international business.Driving this growth has been the company's persistent focus on consumer demand, effective operational strategies, and diversification into new markets and genres.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Live Nation Entertainment: 4 Pivotal Drivers Impacting Its Growth! - Financial Forecasts

<ul><li>This is our first report on entertainment major, Live Nation Entertainment.</li><li>The company has been experiencing an upward performance trajectory in the final quarter and full year of 2023.</li><li>The company's growth is informed by several business strategies, including deferred revenue, early planning, and shifting to outdoor amphitheaters.</li></ul>

This is our first report on entertainment major, Live Nation Entertainment.The company has been experiencing an upward performance trajectory in the final quarter and full year of 2023.The company's growth is informed by several business strategies, including deferred revenue, early planning, and shifting to outdoor amphitheaters.

Live Nation Entertainment Inc.: Initiation Of Coverage - Major Drivers

Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

<ul>
<li>
<a href="https://www.smartkarma.com/entities/alibaba-pictures-group-ltd" target="_blank" data-smartkarma-citation="entities:20724:1" rel="noopener">Alibaba Pictures (1060 HK)</a> is expanding rapidly into complimentary areas such as online ticketing of cinema and live events with the recent acquisition of  Damai.cn from parent Alibaba.</li>
<li>
<a href="https://www.smartkarma.com/entities/alibaba-group-holding-ltd-d7b798e2-202d-4e01-9a1e-799e2ae8f0c7" target="_blank" data-smartkarma-citation="entities:28434:1" rel="noopener">Alibaba Group Holding (9988 HK)</a> is considering injecting other media platform assets like Youku  to realize synergies among its portfolio of companies.</li>
<li>Ali Pictures (Alipics) legacy film production business continues to expand globally with its American film production company, Amblin which is a partnership with Steven Spielberg.</li>
</ul>



Alibaba Pictures (1060 HK) is expanding rapidly into complimentary areas such as online ticketing of cinema and live events with the recent acquisition of  Damai.cn from parent Alibaba.

Alibaba Group Holding (9988 HK) is considering injecting other media platform assets like Youku  to realize synergies among its portfolio of companies.
Ali Pictures (Alipics) legacy film production business continues to expand globally with its American film production company, Amblin which is a partnership with Steven Spielberg.


BABA's Babies: They Are All Grown Up! Ali Pictures: A Blockbuster Company

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)

<h2>Headline Development</h2><p>Hertz (HTZZ) just made the largest EV purchase ever, acquiring 100k Teslas (TLSA) for a reported $4.2b - half of which will go to Uber (UBER) drivers.  On top of this, Hertz will also invest significantly in EV charging infrastructure across its global operations.</p>

Headline DevelopmentHertz (HTZZ) just made the largest EV purchase ever, acquiring 100k Teslas (TLSA) for a reported $4.2b - half of which will go to Uber (UBER) drivers.  On top of this, Hertz will also invest significantly in EV charging infrastructure across its global operations.

We aggregate key quotes from earnings, The Transcript

The Transcript

We aggregate key quotes from earnings

Aggregate Key Quotes from Earnings

<p>The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of the hardest-hit industries' activity is beginning to tick back up above 2019 levels. Along with that boom, there are clear signs of inflation and concerns about overheating. Even Janet Yellen seemed concerned for a few hours last week.</p>

The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of the hardest-hit industries' activity is beginning to tick back up above 2019 levels. Along with that boom, there are clear signs of inflation and concerns about overheating. Even Janet Yellen seemed concerned for a few hours last week.

United States

Live Nation Entertainment, Inc. produces live concerts and sells tickets to those events over the Internet. The Company also offers ticketing services for leading arenas, stadiums, professional sports franchises and leagues, college sports teams, performing arts venues, museums and theaters.

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Live Nation Entertainment, Inc (LYV US)

Live Nation Entertainment: 4 Pivotal Drivers Impacting Its Growth! - Financial Forecasts

Live Nation Entertainment, a leading events promoter and venue operator, delivered a solid performance in the first quarter of 2024, underscored...

Baptista Research

Live Nation Entertainment Inc.: Initiation Of Coverage - Major Drivers

This is our first report on entertainment major, Live Nation Entertainment. The company has been experiencing an upward performance trajectory in...

Baptista Research

BABA's Babies: They Are All Grown Up! Ali Pictures: A Blockbuster Company

Ali Pictures Group is part of the core Digital Media and Entertainment Group of its parent Alibaba. As such it has started to reap the benefits of...

David Mudd

Weekly Innovation Review (WIRE) #55

Hertz (HTZZ) just made the largest EV purchase ever, acquiring 100k Teslas (TLSA) for a reported $4.2b - half of which will go...

Granite Bay Capital

The Transcript 05.10.21: Pent-up Demand

The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of...

The Transcript

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