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>When Netflix announced it was acquiring InterPositive, the AI filmmaking startup founded by Ben Affleck, the headlines mostly focused on artificial intelligence.</li><li>The usual debates followed.</li><li>Would AI replace filmmakers?</li></ul>

When Netflix announced it was acquiring InterPositive, the AI filmmaking startup founded by Ben Affleck, the headlines mostly focused on artificial intelligence.The usual debates followed.Would AI replace filmmakers?

Netflix Isn’t Fighting Disney Anymore—It’s Fighting TikTok!

<ul><li>When Netflix decided not to match Paramount Skydance’s $31-per-share offer for Warner Bros. Discovery, it wasn’t waving a white flag.</li><li>It was drawing a line.</li><li>After months of back-and-forth bidding, political theater in Washington, and increasingly expensive sweeteners — including a $7 billion regulatory termination fee and a ticking cash payment — Netflix concluded the deal no longer made financial sense.</li></ul>

When Netflix decided not to match Paramount Skydance’s $31-per-share offer for Warner Bros. Discovery, it wasn’t waving a white flag.It was drawing a line.After months of back-and-forth bidding, political theater in Washington, and increasingly expensive sweeteners — including a $7 billion regulatory termination fee and a ticking cash payment — Netflix concluded the deal no longer made financial sense.

Netflix Walked Away From WBD — The Market Saw A DIFFERENT Signal!

<ul><li>Netflix rarely delivers a quiet earnings report, but this one landed with a thud.</li><li>The company reported results that were broadly solid on the surface, yet the stock still slid.</li><li>The issue was not growth.</li></ul>

Netflix rarely delivers a quiet earnings report, but this one landed with a thud.The company reported results that were broadly solid on the surface, yet the stock still slid.The issue was not growth.

Netflix’s Mediocre Earnings & Its $83 Billion Gamble: Will Warner Bros. Break the Stock?

<ul><li>Netflix is making its most audacious content format leap since venturing into stand-up comedy and reality TV — this time, into video podcasting.</li><li>The pivot kicked off in earnest with Bill Simmons’ live NFL postgame show on the heels of the Los Angeles Chargers vs. New England Patriots playoff game, streamed directly on the platform.</li><li>The event also signaled Netflix’s broader ambition: positioning itself as a central destination for top-tier podcasts like *Pardon My Take*, *My Favorite Murder*, and *The Breakfast Club*.</li></ul>

Netflix is making its most audacious content format leap since venturing into stand-up comedy and reality TV — this time, into video podcasting.The pivot kicked off in earnest with Bill Simmons’ live NFL postgame show on the heels of the Los Angeles Chargers vs. New England Patriots playoff game, streamed directly on the platform.The event also signaled Netflix’s broader ambition: positioning itself as a central destination for top-tier podcasts like *Pardon My Take*, *My Favorite Murder*, and *The Breakfast Club*.

Netflix Launches “Podcasts Worth Watching” — Game Over for SiriusXM?

<ul><li>The streaming wars just got their biggest twist yet.</li><li>Netflix, already the world’s largest video platform by subscribers, is poised to acquire Warner Bros Discovery in a mammoth $82.7 billion cash-andstock deal.</li><li>If completed, the transaction would bring HBO, HBO Max, and an iconic catalog—think Game of Thrones, The Big Bang Theory, and the entire DC Universe—under Netflix’s roof.</li></ul>

The streaming wars just got their biggest twist yet.Netflix, already the world’s largest video platform by subscribers, is poised to acquire Warner Bros Discovery in a mammoth $82.7 billion cash-andstock deal.If completed, the transaction would bring HBO, HBO Max, and an iconic catalog—think Game of Thrones, The Big Bang Theory, and the entire DC Universe—under Netflix’s roof.

Netflix Is Grabbing HBO and DC—But What Does The Warner Bros Deal ACTUALLY MEAN In The Long Term?

United States

Netflix Inc. is an Internet subscription service for watching tv shows and movies. Subscribers can instantly watch unlimited TV shows and movies streamed over the Internet to their TVs, computers and mobile devices and in the United States, subscribers can receive standard definition DVDs and Blu-ray Discs delivered to their homes.

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Netflix Inc (NFLX US)

Netflix Isn’t Fighting Disney Anymore—It’s Fighting TikTok!

When Netflix announced it was acquiring InterPositive, the AI filmmaking startup founded by Ben Affleck, the headlines mostly focused on...

Baptista Research

Netflix Walked Away From WBD — The Market Saw A DIFFERENT Signal!

When Netflix decided not to match Paramount Skydance’s $31-per-share offer for Warner Bros. Discovery, it wasn’t waving a white flag. It was...

Baptista Research

Netflix’s Mediocre Earnings & Its $83 Billion Gamble: Will Warner Bros. Break the Stock?

Netflix rarely delivers a quiet earnings report, but this one landed with a thud. The company reported results that were broadly solid on the...

Baptista Research

Netflix Launches “Podcasts Worth Watching” — Game Over for SiriusXM?

Netflix is making its most audacious content format leap since venturing into stand-up comedy and reality TV — this time, into video...

Baptista Research

Netflix Is Grabbing HBO and DC—But What Does The Warner Bros Deal ACTUALLY MEAN In The Long Term?

The streaming wars just got their biggest twist yet. Netflix, already the world’s largest video platform by subscribers, is poised to acquire...

Baptista Research

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