Founder Evidente. Top rated quantitative analyst, Evidente

Sam Ferraro

Founder Evidente. Top rated quantitative analyst

Evidente

Evidente is an independent financial education firm that delivers innovative financial advice to wholesale investors, including active long only funds, hedge funds, pension funds, and sovereign wealth funds, in Australia and globally.  Drawing on academic research in asset pricing, behavioural finance and portfolio construction, Evidente provides wholesale investors with commercial solutions to stock selection and asset allocation decisions across equities and other asset classes.

Thematic (Sector/Industry)

<ul><li>The S&amp;P500 moved sharply lower overnight, shedding 3% apparently on continued concerns about China's future growth prospects.&nbsp; Despite the correction in recent months, the stock market still doesn't look particularly cheap, with the prospective PE on the S&amp;P500 still higher than historical norms. &nbsp;The headwinds facing US stock investors stem from the stagnation in expected profitability over the past 12 months.&nbsp;</li><li>For Australia, the market&rsquo;s prospective PE of 14.5x suggests that the market is neither cheap or expensive at current levels.&nbsp; Like the US, the key headwind facing corporate Australia is the stagnation of future growth prospects, which has now dragged on for five years now due to the terms of trade shock.&nbsp;</li><li>As far as reporting season goes, the market continues to punish even small misses from high growth stocks.&nbsp; I discuss the market pricing for Seek.com and other market darlings that have confronted growth stalls in the past year.</li></ul>

The S&amp;P500 moved sharply lower overnight, shedding 3% apparently on continued concerns about China's future growth prospects.&nbsp; Despite the correction in recent months, the stock market still doesn't look particularly cheap, with the prospective PE on the S&amp;P500 still higher than historical norms. &nbsp;The headwinds facing US stock investors stem from the stagnation in expected profitability over the past 12 months.&nbsp;For Australia, the market&rsquo;s prospective PE of 14.5x suggests that the market is neither cheap or expensive at current levels.&nbsp; Like the US, the key headwind facing corporate Australia is the stagnation of future growth prospects, which has now dragged on for five years now due to the terms of trade shock.&nbsp;As far as reporting season goes, the market continues to punish even small misses from high growth stocks.&nbsp; I discuss the market pricing for Seek.com and other market darlings that have confronted growth stalls in the past year.

Information Technology Consultant

Ishita Jain

<p>Airbus and Boeing, the powerhouses of the aircraft manufacturing industry and the largest duopoly in the world, shared revenues of $407.5 billion in 2014. As the fight for market share trudges along, it is a battle of nerves and steel (or carbon fiber in this matter). The airlines industry today is dynamic and competitive, investing in cost-saving measures rapidly. How are these two manufacturing giants coping up? Let us take a look.</p>

Airbus and Boeing, the powerhouses of the aircraft manufacturing industry and the largest duopoly in the world, shared revenues of $407.5 billion in 2014. As the fight for market share trudges along, it is a battle of nerves and steel (or carbon fiber in this matter). The airlines industry today is dynamic and competitive, investing in cost-saving measures rapidly. How are these two manufacturing giants coping up? Let us take a look.

Flying through turbulent or clear skies: An analysis on Airbus & Boeing

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>Republic Services Inc. reported its financial performance for the second quarter of 2025, reflecting both strengths and challenges.</li><li>The company achieved a revenue growth of 4.6%, which was attributed primarily to strong pricing strategies, despite facing reduced demand in construction and manufacturing sectors.</li><li>This was translated into an adjusted EBITDA growth of 8%, which in turn expanded the adjusted EBITDA margin by 100 basis points during the quarter.</li></ul>

Republic Services Inc. reported its financial performance for the second quarter of 2025, reflecting both strengths and challenges.The company achieved a revenue growth of 4.6%, which was attributed primarily to strong pricing strategies, despite facing reduced demand in construction and manufacturing sectors.This was translated into an adjusted EBITDA growth of 8%, which in turn expanded the adjusted EBITDA margin by 100 basis points during the quarter.

Republic Services: Leveraging Free Cash Flow for Strategic Advantages & to Support Long-Term Growth!

<ul><li>Republic Services, Inc.'s first-quarter 2025 results showcase several strengths and challenges, painting a comprehensive picture of the company's current status and future prospects.</li><li>The company reported a solid revenue growth of 4% and a notable adjusted EBITDA growth of 9%, which translated into an expanded EBITDA margin of 140 basis points to 31.6%.</li><li>Adjusted earnings per share were reported at $1.58, and adjusted free cash flow was robust at $727 million.</li></ul>

Republic Services, Inc.'s first-quarter 2025 results showcase several strengths and challenges, painting a comprehensive picture of the company's current status and future prospects.The company reported a solid revenue growth of 4% and a notable adjusted EBITDA growth of 9%, which translated into an expanded EBITDA margin of 140 basis points to 31.6%.Adjusted earnings per share were reported at $1.58, and adjusted free cash flow was robust at $727 million.

Republic Services: The 5 Factors That Could Derail Its Performance In 2025!

<ul><li>Republic Services, Inc. reported a strong financial performance for the fourth quarter and full year 2024, showcasing revenue growth across various sectors of its operations.</li><li>The company achieved 7% annual revenue growth and adjusted EBITDA growth of 12%, leading to a 140 basis point expansion in its adjusted EBITDA margin.</li><li>The adjusted earnings per share reached $6.46, accompanied by a remarkable generation of $2.18 billion in adjusted free cash flow.</li></ul>

Republic Services, Inc. reported a strong financial performance for the fourth quarter and full year 2024, showcasing revenue growth across various sectors of its operations.The company achieved 7% annual revenue growth and adjusted EBITDA growth of 12%, leading to a 140 basis point expansion in its adjusted EBITDA margin.The adjusted earnings per share reached $6.46, accompanied by a remarkable generation of $2.18 billion in adjusted free cash flow.

Republic Services: The Secret Behind Its Pricing Power That’s Beating Inflation!

United States

Republic Services, Inc. provides non-hazardous solid waste collection and disposal services in the United States.  The Company provides solid waste collection services for commercial, industrial, municipal, and residential customers.  Republic also operates transfer stations, landfills, and recycling facilities.

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Republic Services (RSG US)

Weekly Impressions

The S&P500 moved sharply lower overnight, shedding 3% apparently on continued concerns about China's future growth prospects. Despite the...

Sam Ferraro

Flying through turbulent or clear skies: An analysis on Airbus & Boeing

Airbus and Boeing, the powerhouses of the aircraft manufacturing industry and the largest duopoly in the world, shared revenues of $407.5 billion...

Ishita Jain

Republic Services: Leveraging Free Cash Flow for Strategic Advantages & to Support Long-Term Growth!

Republic Services Inc. reported its financial performance for the second quarter of 2025, reflecting both strengths and challenges. The company...

Baptista Research

Republic Services: The 5 Factors That Could Derail Its Performance In 2025!

Republic Services, Inc.'s first-quarter 2025 results showcase several strengths and challenges, painting a comprehensive picture of the company's...

Baptista Research

Republic Services: The Secret Behind Its Pricing Power That’s Beating Inflation!

Republic Services, Inc. reported a strong financial performance for the fourth quarter and full year 2024, showcasing revenue growth across...

Baptista Research

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