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>Pinterest has reported its first-quarter 2025 financial results, showcasing both strengths and challenges within its business.</li><li>The company recorded a 10% year-over-year increase in monthly active users (MAUs), reaching a record total of 570 million.</li><li>This growth was consistent across all geographic regions, indicating a strong user base expansion globally.</li></ul>

Pinterest has reported its first-quarter 2025 financial results, showcasing both strengths and challenges within its business.The company recorded a 10% year-over-year increase in monthly active users (MAUs), reaching a record total of 570 million.This growth was consistent across all geographic regions, indicating a strong user base expansion globally.

Pinterest: AI Integration, Shopping Destination Enhancement & Other Drivers Powering Our Optimism!

Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Leading Provider of Equity and Investment Research

GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

<ul>
<li>Pinterest Inc (PINS) is a leading online visual search and discovery platform where users can shop products.</li>
<li>The company has launched several AI-based initiatives that have benefitted all of its stakeholders – customers, advertisers and the business internally.</li>
<li>Further, the company has managed to transform its ad platform that has helped deliver a record quarter with over $1 billion in revenues and benefited the advertisers as well.</li>
</ul>


Pinterest Inc (PINS) is a leading online visual search and discovery platform where users can shop products.
The company has launched several AI-based initiatives that have benefitted all of its stakeholders – customers, advertisers and the business internally.
Further, the company has managed to transform its ad platform that has helped deliver a record quarter with over $1 billion in revenues and benefited the advertisers as well.


Pinterest Inc. (PINS): Under the Radar Stock, Offers Upside Potential

<ul><li>Pinterest Inc. recently concluded its fourth quarter and full year of 2024 with notable growth milestones as outlined in their latest earnings call.</li><li>The platform achieved a record high of 553 million Monthly Active Users (MAUs) globally, marking an 11% increase year-over-year, driven by significant gains across all geographic regions.</li><li>Full-year revenue for 2024 increased by 19%, reaching $3.65 billion, a notable improvement from the 9% growth rate in 2023.</li></ul>

Pinterest Inc. recently concluded its fourth quarter and full year of 2024 with notable growth milestones as outlined in their latest earnings call.The platform achieved a record high of 553 million Monthly Active Users (MAUs) globally, marking an 11% increase year-over-year, driven by significant gains across all geographic regions.Full-year revenue for 2024 increased by 19%, reaching $3.65 billion, a notable improvement from the 9% growth rate in 2023.

Pinterest Inc.: Expanding Advertiser Base & Revenue to Bring A Shift In The Competitive Dynamics!

TMT & Consumer Independent Equity Research Analyst, Obex Capital Research

Aaron Gabin

TMT & Consumer Independent Equity Research Analyst

TMT & Consumer Independent Equity Research

Obex Capital Research

“Obex” is Latin for Barriers to Entry. Obex Capital Management’s investment philosophy is driven by an intense focus on which business model’s Barriers to Entry are able to withstand the ever increasing competitive disruption in the TMT and Consumer Sectors.

<ul>
<li>Elliott Management has bought a $2B stake in PayPal and seeks cost cutting measures.</li>
<li>PayPal has started to take action through cost cutting, a new buyback, new organizational measures, and increased focus on revenue strategy.</li>
<li>The wild card that would get us more bullish is Elliott forcing a merger with Pinterest, which would yield a readymade Dan Schulman replacement in Bill Ready.</li>
</ul>


Elliott Management has bought a $2B stake in PayPal and seeks cost cutting measures.
PayPal has started to take action through cost cutting, a new buyback, new organizational measures, and increased focus on revenue strategy.
The wild card that would get us more bullish is Elliott forcing a merger with Pinterest, which would yield a readymade Dan Schulman replacement in Bill Ready.


PayPal: Elliott Sees Opportunity, So Do We

<ul><li>Pinterest's third quarter of 2024 results demonstrate mixed performance with notable advancements in its strategic initiatives focused on user growth, deeper engagement, and enhanced monetization through a full-funnel advertising strategy.</li><li>The company reported revenues of $898 million, marking an 18% year-over-year increase, attributed largely to improvements in lower-funnel capabilities which are designed to convert user intention into action through enhanced shopping features and more sophisticated ad delivery systems.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Pinterest's third quarter of 2024 results demonstrate mixed performance with notable advancements in its strategic initiatives focused on user growth, deeper engagement, and enhanced monetization through a full-funnel advertising strategy.The company reported revenues of $898 million, marking an 18% year-over-year increase, attributed largely to improvements in lower-funnel capabilities which are designed to convert user intention into action through enhanced shopping features and more sophisticated ad delivery systems.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Pinterest Inc.: Ad Innovation & AI Capabilities Driving Our Optimism! - Major Drivers

United States

Pinterest, Inc. operates and maintains social networking site. The Company provides online venue for personal photos, ideas, oddities, decorations, places to visit, recipes, and other items. Pinterest serves customers worldwide.

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Pinterest (PINS US)

Pinterest: AI Integration, Shopping Destination Enhancement & Other Drivers Powering Our Optimism!

Pinterest has reported its first-quarter 2025 financial results, showcasing both strengths and challenges within its business. The company...

Baptista Research

Pinterest Inc. (PINS): Under the Radar Stock, Offers Upside Potential

Under the radar stock trading at a significant discount despite growing faster than many of its peers. Large share repurchase program limits downside.

GSBR Research

Pinterest Inc.: Expanding Advertiser Base & Revenue to Bring A Shift In The Competitive Dynamics!

Pinterest Inc. recently concluded its fourth quarter and full year of 2024 with notable growth milestones as outlined in their latest earnings...

Baptista Research

PayPal: Elliott Sees Opportunity, So Do We

We think Elliott's stake in PayPal and management's 4 pronged plan announced on last week's earnings has put the floor in on PYPL. Trading at an...

Aaron Gabin

Pinterest Inc.: Ad Innovation & AI Capabilities Driving Our Optimism! - Major Drivers

Pinterest's third quarter of 2024 results demonstrate mixed performance with notable advancements in its strategic initiatives focused on user...

Baptista Research

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