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>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?

<ul><li>Netflix's recent earnings revealed several key insights about its performance, strategic directions, and challenges.</li><li>The company demonstrated robust engagement and viewership metrics, setting records in its core markets like the U.S. and the U.K. Netflix reported a notable increase in ad sales, with expectations to more than double ad revenue for the year, marking it as the best quarter for ad sales so far.</li><li>This growth reflects a positive response to the expansion efforts in advertising, including increased upfront commitments and the development of the Netflix Ads Suite.</li></ul>

Netflix's recent earnings revealed several key insights about its performance, strategic directions, and challenges.The company demonstrated robust engagement and viewership metrics, setting records in its core markets like the U.S. and the U.K. Netflix reported a notable increase in ad sales, with expectations to more than double ad revenue for the year, marking it as the best quarter for ad sales so far.This growth reflects a positive response to the expansion efforts in advertising, including increased upfront commitments and the development of the Netflix Ads Suite.

Netflix Is Going After Warner Bros.—And Splitting Its Stock for Good Measure!

Netflix Powers Ahead With Denzel, Bridgerton, & a Global Content Blitz; What Lies Ahead!

Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

Cross Asset Strategy

<ul>
<li>Technology dominates global active portfolios, with 8 of the 11 most widely held stocks coming from the sector.</li>
<li>TSMC hits record ownership at 65.7% of funds, becoming the second most widely held stock globally.</li>
<li>Broadcom, Tencent and Alibaba see rising adoption, while Novo Nordisk and UnitedHealth face sharp ownership declines.</li>
</ul>


Technology dominates global active portfolios, with 8 of the 11 most widely held stocks coming from the sector.
TSMC hits record ownership at 65.7% of funds, becoming the second most widely held stock globally.
Broadcom, Tencent and Alibaba see rising adoption, while Novo Nordisk and UnitedHealth face sharp ownership declines.


Global Stock Positioning: Tech Dominance, China Rotation, and Record TSMC Ownership

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 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

Netflix Is Going After Warner Bros.—And Splitting Its Stock for Good Measure!

Netflix's recent earnings revealed several key insights about its performance, strategic directions, and challenges. The company demonstrated...

Baptista Research

Netflix Powers Ahead With Denzel, Bridgerton, & a Global Content Blitz; What Lies Ahead!

Netflix's recent earnings revealed several key insights about its performance, strategic directions, and challenges. The company demonstrated...

Baptista Research

Global Stock Positioning: Tech Dominance, China Rotation, and Record TSMC Ownership

Technology continues to anchor global active portfolios, with TSMC at record ownership. Rotation persists across regions as managers selectively...

Steven Holden

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