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>Magnite, a leading sell-side ad tech platform with a stronghold in connected TV (CTV) and digital video (DV+), recently announced its acquisition of streamr.ai, a nascent AI-driven platform that helps democratize CTV advertising for small and medium-sized businesses (SMBs).</li><li>Though the financial terms remain undisclosed, the strategic intent is clear: bolster Magnite's existing modular ad tech ecosystem with an AI engine tailored for automated, scalable SMB onboarding.</li><li>This announcement follows a strong period for Magnite, marked by highprofile CTV partnerships with Netflix and Amazon, increasing global reach, and accelerated SMB traction.</li></ul>

Magnite, a leading sell-side ad tech platform with a stronghold in connected TV (CTV) and digital video (DV+), recently announced its acquisition of streamr.ai, a nascent AI-driven platform that helps democratize CTV advertising for small and medium-sized businesses (SMBs).Though the financial terms remain undisclosed, the strategic intent is clear: bolster Magnite's existing modular ad tech ecosystem with an AI engine tailored for automated, scalable SMB onboarding.This announcement follows a strong period for Magnite, marked by highprofile CTV partnerships with Netflix and Amazon, increasing global reach, and accelerated SMB traction.

Magnite Just Bought streamr.ai—Can It Shake Up The Ad Tech Industry?

Research from Atrium Research, Atrium Research Corporation

Atrium Research

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

<ul>
<li>Public ad-tech equities are trading at historically low multiples, especially in Canada, despite consistent positive revenue growth and a pivot toward margin expansion.</li>
<li>Regulatory disruption and cookie deprecation are accelerating the shift to first-party data, contextual targeting, and AI-driven personalization.</li>
<li>Emerging channels like Connected TV and Retail Media are expanding monetization potential, creating asymmetric upside for nimble, vertically focused platforms.</li>
</ul>


Public ad-tech equities are trading at historically low multiples, especially in Canada, despite consistent positive revenue growth and a pivot toward margin expansion.
Regulatory disruption and cookie deprecation are accelerating the shift to first-party data, contextual targeting, and AI-driven personalization.
Emerging channels like Connected TV and Retail Media are expanding monetization potential, creating asymmetric upside for nimble, vertically focused platforms.


Ad-Tech Primer: Investing in the Future of Digital Advertising

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Trade recommendation to go long on Magnite (MGNI) and short on Trade Desk (TTD) with 6-18 month investment horizon.</li><li>Both companies operate in the AdTech industry and benefit from multiyear secular tailwinds, with specific catalysts expected to drive relative revaluation of MGNI compared to TTD.</li><li>Despite recent developments affecting third-party data, both companies have strong growth potential, with TTD having significantly outperformed since being recommended as a long in 2017.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Trade recommendation to go long on Magnite (MGNI) and short on Trade Desk (TTD) with 6-18 month investment horizon.Both companies operate in the AdTech industry and benefit from multiyear secular tailwinds, with specific catalysts expected to drive relative revaluation of MGNI compared to TTD.Despite recent developments affecting third-party data, both companies have strong growth potential, with TTD having significantly outperformed since being recommended as a long in 2017.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Magnite Inc (MGNI) - Monday, Jul 22, 2024

Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

Podcast by Andrew Walker, a PM at Rangeley Capital

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

<ul><li>Mitchell discusses the success and potential of Crocs, noting its growth and potential for continued success</li><li>Andrew asks if Crocs is a fad or a sustainable business, with Mitchell emphasizing the brand's importance and continued innovation</li><li>Mitchell highlights Crocs' success during the pandemic and discusses potential growth strategies for the future, including the importance of jibbets.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Mitchell discusses the success and potential of Crocs, noting its growth and potential for continued successAndrew asks if Crocs is a fad or a sustainable business, with Mitchell emphasizing the brand's importance and continued innovationMitchell highlights Crocs' success during the pandemic and discusses potential growth strategies for the future, including the importance of jibbets.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break down below prior weekly support levels in a large bearish engulfing candle last week.</li><li>This breakdown can serve as a tailwind for multi-nationals (especially technology names), commodities, emerging markets, treasuries, and cryptos.</li><li>The dollar is now sitting at a 15 month low. This decline may not be over as the MACD indicator is now crossing down.</li></ul>

After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break down below prior weekly support levels in a large bearish engulfing candle last week.This breakdown can serve as a tailwind for multi-nationals (especially technology names), commodities, emerging markets, treasuries, and cryptos.The dollar is now sitting at a 15 month low. This decline may not be over as the MACD indicator is now crossing down.

United States

Magnite, Inc. provides online advertising solutions. The Company offers real-time cloud and big data computing systems. Magnite serves customers worldwide.

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Magnite (MGNI US)

Magnite Just Bought streamr.ai—Can It Shake Up The Ad Tech Industry?

Magnite, a leading sell-side ad tech platform with a stronghold in connected TV (CTV) and digital video (DV+), recently announced its acquisition...

Baptista Research

Ad-Tech Primer: Investing in the Future of Digital Advertising

Public ad-tech equities are trading at historically low multiples, especially in Canada, despite consistent positive revenue growth and a pivot...

Atrium Research

Magnite Inc (MGNI) - Monday, Jul 22, 2024

Both companies operate in the AdTech industry and benefit from multiyear secular tailwinds, with specific catalysts expected to drive relative...

Value Investors Club (VIC)

Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI

Andrew welcomes Mitchell back to the podcast to discuss the success of Crocs stock, which has seen a 30-40% increase in value and is believed to be...

Yet Another Value Podcast

Weekly Stock Bullfinder - Week of 7/17

After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break...

Weekly Stock Bull Finder

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