Professional Special Situation Investor, TripleS Special Situation Investing

Triple S Special Situations Investing

Professional Special Situation Investor

TripleS Special Situation Investing

Professional Special Situation Investor with over 20 years of experience.

Thematic (Sector/Industry)

<ul><li>I’m back from vacation after navigating some bears* Here’s an update of some things I’m researching at the moment.</li><li>This smorgasbord is not intended as personal advice. You’re responsible for position sizing, strikes, and so on.</li><li>YMMV and do your own DD.</li></ul>

I’m back from vacation after navigating some bears* Here’s an update of some things I’m researching at the moment.This smorgasbord is not intended as personal advice. You’re responsible for position sizing, strikes, and so on.YMMV and do your own DD.

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>The latest quarter for Nokia indicates a mixed performance with both enhancing opportunities and emerging challenges.</li><li>Starting with positives, the company reported good growth in the Network Infrastructure and Cloud and Network Services segments.</li><li>Nokia's acquisition of Infinera seems to have bolstered their Optical Networks business, shown by a robust book-to-bill ratio that exceeded 1, highlighting solid commercial momentum.</li></ul>

The latest quarter for Nokia indicates a mixed performance with both enhancing opportunities and emerging challenges.Starting with positives, the company reported good growth in the Network Infrastructure and Cloud and Network Services segments.Nokia's acquisition of Infinera seems to have bolstered their Optical Networks business, shown by a robust book-to-bill ratio that exceeded 1, highlighting solid commercial momentum.

Nokia Secures $1 Billion From Nvidia For AI—What’s Next Could Shock Investors!

<ul><li>Nokia's third-quarter results for 2025 present a mixed yet insightful picture of the company's current standing and trajectory.</li><li>The company experienced overall net sales growth of 9%, driven by increased demand across all business groups, including Network Infrastructure and Cloud and Network Services.</li><li>The focus on AI and cloud markets became evident with significant contributions from these segments, notably in optical networks, indicating robust growth potential associated with evolving data center architectures.</li></ul>

Nokia's third-quarter results for 2025 present a mixed yet insightful picture of the company's current standing and trajectory.The company experienced overall net sales growth of 9%, driven by increased demand across all business groups, including Network Infrastructure and Cloud and Network Services.The focus on AI and cloud markets became evident with significant contributions from these segments, notably in optical networks, indicating robust growth potential associated with evolving data center architectures.

Nokia Reclaims Leadership: Inside Its 6G, AI, & Cloud Masterplan!

External broker reports(aggregated public sources), Topline Securities

Topline Securities

External broker reports(aggregated public sources)

Topline Securities is one of the fastest growing brokerage houses in Pakistan. It has strong equity brokerage, economic / equity research, mutual fund distribution, commodity trading and corporate finance & advisory functions. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>As per the latest data released by the Pakistan Telecommunication Authority (PTA), local mobile phone companies manufactured/assembled 2.79mn units during Mar 2026, up 20% YoY compared to 2.33mn units in Mar 2025.</li><li>Cumulatively, local manufacturing/assembly reached 7.36mn units in 1Q2026, up 2% YoY.</li><li>Pakistan fulfilled 86% of its mobile phone demand through local manufacturing/assembly in 1Q2026.</li></ul>

As per the latest data released by the Pakistan Telecommunication Authority (PTA), local mobile phone companies manufactured/assembled 2.79mn units during Mar 2026, up 20% YoY compared to 2.33mn units in Mar 2025.Cumulatively, local manufacturing/assembly reached 7.36mn units in 1Q2026, up 2% YoY.Pakistan fulfilled 86% of its mobile phone demand through local manufacturing/assembly in 1Q2026.

Pakistan Telecom: Local Manufacturing/Assembly Of Mobile Phones Up 20% YoY In Mar-26

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

<ul><li>This month’s AI landscape reveals a market at an inflection point, with record infrastructure commitments colliding with growing bubble anxiety. </li><li>Meta’s staggering $600-billion US buildout plan and Anthropic’s $50-billion data center announcements underscore that the compute arms race is accelerating, not cooling.</li><li>Yet caution signals are flashing, as CoreWeave trimmed its full-year guidance despite strong 3Q results, while Nvidia, CoreWeave, and Nebius Group all saw pressure on their stocks. </li></ul>

This month’s AI landscape reveals a market at an inflection point, with record infrastructure commitments colliding with growing bubble anxiety. Meta’s staggering $600-billion US buildout plan and Anthropic’s $50-billion data center announcements underscore that the compute arms race is accelerating, not cooling.Yet caution signals are flashing, as CoreWeave trimmed its full-year guidance despite strong 3Q results, while Nvidia, CoreWeave, and Nebius Group all saw pressure on their stocks. 

AI Flow Newsletter : Monitoring The "Currents" Of AI

Finland

Nokia Oyj is a global communications company. The Company produces a broad range of technological devices and software, and operates networks, sales ,and communication channels worldwide.

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Nokia Oyj (NOK US)

Stock Trade Compilation Diez

I’m back from vacation after navigating some bears* Here’s an update of some things I’m researching at the moment. This smorgasbord is not intended...

Triple S Special Situations Investing

Nokia Secures $1 Billion From Nvidia For AI—What’s Next Could Shock Investors!

The latest quarter for Nokia indicates a mixed performance with both enhancing opportunities and emerging challenges. Starting with positives, the...

Baptista Research

Nokia Reclaims Leadership: Inside Its 6G, AI, & Cloud Masterplan!

Nokia's third-quarter results for 2025 present a mixed yet insightful picture of the company's current standing and trajectory. The company...

Baptista Research

Pakistan Telecom: Local Manufacturing/Assembly Of Mobile Phones Up 20% YoY In Mar-26

As per the latest data released by the Pakistan Telecommunication Authority (PTA), local mobile phone companies manufactured/assembled 2.79mn...

Topline Securities

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