CEO / Founder, Crea8

Kim-Hwa Lim

CEO / Founder

Make an Impact

Crea8

Crea8 blends AI-driven precision, big data scalability, and rigorous quantitative frameworks with seasoned human insight. By extracting actionable intelligence from vast global datasets, we eliminate emotional bias and deliver optimal risk-adjusted returns. Our hybrid approach uncovers hidden market efficiencies and ensures your capital is dynamically positioned across markets.

Cross Asset Strategy

<ul><li>The strategy seeks to invest in global companies with sustainable competitive advantages.</li><li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li><li>Previous portfolio returned -8.3% vs. MSCI World (-1.3%) – underperformed the benchmark by -7%.</li></ul>

The strategy seeks to invest in global companies with sustainable competitive advantages.By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.Previous portfolio returned -8.3% vs. MSCI World (-1.3%) – underperformed the benchmark by -7%.

Global Competitive Barrier Portfolio (14-Sep-2026)

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>Palo Alto’s Latest Acquisition Could Strengthen Its AI Platform Palo Alto Networks has moved to strengthen its observability strategy by agreeing to acquire Embrace, a user-focused observability provider whose real user monitoring capabilities are designed for modern application environments.</li><li>Announced on July 21, 2026, the proposed transaction would add direct visibility into how users experience applications while complementing Synthetics, Palo Alto’s newly introduced feature for monitoring performance from multiple locations.</li><li>Financial terms were not disclosed, leaving the scale of the investment and near-term earnings impact unclear.</li></ul>

Palo Alto’s Latest Acquisition Could Strengthen Its AI Platform Palo Alto Networks has moved to strengthen its observability strategy by agreeing to acquire Embrace, a user-focused observability provider whose real user monitoring capabilities are designed for modern application environments.Announced on July 21, 2026, the proposed transaction would add direct visibility into how users experience applications while complementing Synthetics, Palo Alto’s newly introduced feature for monitoring performance from multiple locations.Financial terms were not disclosed, leaving the scale of the investment and near-term earnings impact unclear.

Palo Alto’s Latest Acquisition Could Strengthen Its AI Platform!

<ul><li>Palo Alto Networks reported its fiscal third quarter 2026 results, highlighting a record performance that surpassed guided expectations across key metrics.</li><li>The company delivered $8.13 billion in next-generation security (NGS) annual recurring revenue (ARR), reflecting a 60% year-over-year increase, driven by strong organic bookings growth and contributions from recent acquisitions including CyberArk and Chronosphere.</li><li>Excluding acquisition impacts, organic NGS ARR rose 28%, accompanied by a 22% growth in remaining performance obligation (RPO) adjusted for acquisitions.</li></ul>

Palo Alto Networks reported its fiscal third quarter 2026 results, highlighting a record performance that surpassed guided expectations across key metrics.The company delivered $8.13 billion in next-generation security (NGS) annual recurring revenue (ARR), reflecting a 60% year-over-year increase, driven by strong organic bookings growth and contributions from recent acquisitions including CyberArk and Chronosphere.Excluding acquisition impacts, organic NGS ARR rose 28%, accompanied by a 22% growth in remaining performance obligation (RPO) adjusted for acquisitions.

Palo Alto Networks’ Firewall Comeback: Can 40% Booking Growth Extend The Runway?

Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

Thematic (Sector/Industry)

<ul>
<li>Asia's cybersecurity companies will benefit from escalating AI fear-mongering and actual security breaches that are increasing in number and sophistication.  US cybersecurity firms have rallied since the Mythos breach.</li>
<li>
<a href="https://www.smartkarma.com/entities/trend-micro-inc" target="_blank" data-smartkarma-citation="entities:13172:1" rel="noopener">Trend Micro Inc (4704 JP)</a> and <a href="https://www.smartkarma.com/entities/digital-arts-inc" target="_blank" data-smartkarma-citation="entities:2846:1" rel="noopener">Digital Arts (2326 JP)</a> have returns above WACC, while <a href="https://www.smartkarma.com/entities/ahnlab-inc" target="_blank" data-smartkarma-citation="entities:19824:1" rel="noopener">Ahnlab Inc (053800 KS)</a> and <a href="https://www.smartkarma.com/entities/systex-corp" target="_blank" data-smartkarma-citation="entities:19814:1" rel="noopener">Systex Corp (6214 TT) shares have recently advanced.</a>
</li>
<li>Since 2023, China has implemented AI safety measures, progressively shifting from controlling content and labor market impacts to ensuring reliability, preventing loss of model control, and ensuring human autonomy.  </li>
</ul>


Asia's cybersecurity companies will benefit from escalating AI fear-mongering and actual security breaches that are increasing in number and sophistication.  US cybersecurity firms have rallied since the Mythos breach.

Trend Micro Inc (4704 JP) and Digital Arts (2326 JP) have returns above WACC, while Ahnlab Inc (053800 KS) and Systex Corp (6214 TT) shares have recently advanced.

Since 2023, China has implemented AI safety measures, progressively shifting from controlling content and labor market impacts to ensuring reliability, preventing loss of model control, and ensuring human autonomy.  


ASIA CYBERSECURITY PLAYS: How to Make Money Before the Apocalypse !!

<ul><li>Palo Alto Networks has moved deeper into AI security with its planned acquisition of Portkey, an AI gateway provider designed to manage and secure autonomous agent traffic across enterprise systems.</li><li>The transaction, expected to close in fiscal Q4 2026 subject to customary conditions, comes shortly after Palo Alto highlighted rapid adoption of Prisma AIRS, its AI security platform, which crossed 100 customers in Q2 FY2026 and built a nine-figure pipeline.</li><li>Portkey processes trillions of tokens per month with low latency and acts as a centralized control plane for AI workloads, giving enterprises visibility, routing, governance, and runtime security over AI transactions.</li></ul>

Palo Alto Networks has moved deeper into AI security with its planned acquisition of Portkey, an AI gateway provider designed to manage and secure autonomous agent traffic across enterprise systems.The transaction, expected to close in fiscal Q4 2026 subject to customary conditions, comes shortly after Palo Alto highlighted rapid adoption of Prisma AIRS, its AI security platform, which crossed 100 customers in Q2 FY2026 and built a nine-figure pipeline.Portkey processes trillions of tokens per month with low latency and acts as a centralized control plane for AI workloads, giving enterprises visibility, routing, governance, and runtime security over AI transactions.

Palo Alto Networks' Portkey Deal Targets The Agentic AI Attack Surface Prisma AIRS Was Missing!

United States

Palo Alto Networks, Inc. provides network security solutions. The Company offers firewalls that identify and control applications, scan content to stop threats, prevent data leakage, integrated application, user, and content visibility. Palo Alto Networks serves customers worldwide.

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Palo Alto Networks (PANW US)

Global Competitive Barrier Portfolio (14-Sep-2026)

The strategy seeks to invest in global companies with sustainable competitive advantages. By adopting a portfolio of stocks instead of individual...

Crea8

Palo Alto’s Latest Acquisition Could Strengthen Its AI Platform!

Palo Alto’s Latest Acquisition Could Strengthen Its AI Platform Palo Alto Networks has moved to strengthen its observability strategy by agreeing...

Baptista Research

Palo Alto Networks’ Firewall Comeback: Can 40% Booking Growth Extend The Runway?

Palo Alto Networks reported its fiscal third quarter 2026 results, highlighting a record performance that surpassed guided expectations across key...

Baptista Research

ASIA CYBERSECURITY PLAYS: How to Make Money Before the Apocalypse !!

Asia's cybersecurity companies will benefit from escalating AI fear-mongering and actual security breaches. US cybersecurity firms have rallied...

David Mudd

Palo Alto Networks' Portkey Deal Targets The Agentic AI Attack Surface Prisma AIRS Was Missing!

Palo Alto Networks has moved deeper into AI security with its planned acquisition of Portkey, an AI gateway provider designed to manage and secure...

Baptista Research

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