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>In a stunning reversal of its prior stance, The Walt Disney Company has announced a $1 billion investment in OpenAI, marking a pivotal shift from its earlier AI skepticism.</li><li>Long wary of how artificial intelligence could disrupt creative industries, Disney is now betting big on generative video, specifically OpenAI's Sora, to reimagine how fans experience its vast universe of characters.</li><li>This landmark deal — the Disney OpenAI AI video deal — comes at a time of rising legal tensions between Hollywood studios and tech giants over copyright, voice cloning, and synthetic content.</li></ul>

In a stunning reversal of its prior stance, The Walt Disney Company has announced a $1 billion investment in OpenAI, marking a pivotal shift from its earlier AI skepticism.Long wary of how artificial intelligence could disrupt creative industries, Disney is now betting big on generative video, specifically OpenAI's Sora, to reimagine how fans experience its vast universe of characters.This landmark deal — the Disney OpenAI AI video deal — comes at a time of rising legal tensions between Hollywood studios and tech giants over copyright, voice cloning, and synthetic content.

Disney’s $1B OpenAI Deal Could Be the End of Old Hollywood As We Know It!

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>Disney has strong brand recognition and diverse content, indicating potential for growth.</li><li>Challenges include increased competition, changing consumer preferences, and economic uncertainties.</li><li>Stakeholders should be optimistic yet cautious about Disney's future in the evolving entertainment landscape.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Disney has strong brand recognition and diverse content, indicating potential for growth.Challenges include increased competition, changing consumer preferences, and economic uncertainties.Stakeholders should be optimistic yet cautious about Disney's future in the evolving entertainment landscape.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Disney (Walt) Co (DIS) - Friday, Jun 27, 2025

<ul><li>Disney’s latest earnings results and strategic updates reveal a company doubling down on streaming and experiences as the engines of future growth, even as traditional television continues to fade and the movie division delivers uneven results.</li><li>The company lifted its profit forecast for both its direct-to-consumer streaming arm and its parks, cruise, and consumer products division, showing investors that it sees a clear path forward in these segments despite execution challenges.</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>

Disney’s latest earnings results and strategic updates reveal a company doubling down on streaming and experiences as the engines of future growth, even as traditional television continues to fade and the movie division delivers uneven results.The company lifted its profit forecast for both its direct-to-consumer streaming arm and its parks, cruise, and consumer products division, showing investors that it sees a clear path forward in these segments despite execution challenges.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.

Disney Doubles Down on Streaming and Parks—But Can It Escape Its TV Collapse?

<ul><li>Disney’s sports-media ambitions have accelerated dramatically this summer.</li><li>First, the company agreed to swap 10 percent of ESPN to the NFL in exchange for full control of NFL Network and RedZone—a deal valued between $2.5 billion and $3 billion that trims Disney’s ESPN stake from 80 percent to 72 percent while Hearst falls to 18 percent.</li><li>Almost simultaneously, ESPN inked a five year, $1.6 billion pact for exclusive U.S. streaming rights to WWE’s marquee events, including WrestleMania and SummerSlam, beginning in 2026.</li></ul>

Disney’s sports-media ambitions have accelerated dramatically this summer.First, the company agreed to swap 10 percent of ESPN to the NFL in exchange for full control of NFL Network and RedZone—a deal valued between $2.5 billion and $3 billion that trims Disney’s ESPN stake from 80 percent to 72 percent while Hearst falls to 18 percent.Almost simultaneously, ESPN inked a five year, $1.6 billion pact for exclusive U.S. streaming rights to WWE’s marquee events, including WrestleMania and SummerSlam, beginning in 2026.

Disney Ditches ESPN Equity To Win Big In NFL—Is Netflix Watching?

Research from Value Investing, Value Investing

Value Investing

Research from Value Investing

I am a value investor. "Value", as defined in Value Investing, is simply the act of buying something for less than its worth. I treat my equity investment as a loan to the business - where the priority is to get back my principal in full, rather than achieving maximum yield. I consider my equity investment as a slightly higher risk loan extended to the business with slightly more accommodative loan covenants - hence justifying a slightly higher yield. While I identify as a value investor and cover all stocks and macro topics indiscriminately, most of my research will have an ASEAN bent as that’s where I’m geographically located.

<ul><li>Imagine a racetrack with 10 horses. The first two horses (NFLX and DIS) are peeling away from everyone else; with NFLX still having a sizeable lead over DIS.</li><li>But the stage is set for DIS to start accelerating faster than NFLX.</li><li>This is how I would describe the US Media sector today, and Disney’s Q1 results released yesterday only serves to bolster that narrative.</li></ul>

Imagine a racetrack with 10 horses. The first two horses (NFLX and DIS) are peeling away from everyone else; with NFLX still having a sizeable lead over DIS.But the stage is set for DIS to start accelerating faster than NFLX.This is how I would describe the US Media sector today, and Disney’s Q1 results released yesterday only serves to bolster that narrative.

Disney Q1 Earnings: Finally Ready to Take Share from Netflix

United States

The Walt Disney Company is an entertainment company that conducts operations in media networks, studio entertainment, theme parks and resorts, consumer products, and interactive media. The Company produces motion pictures, television programs, and musical recordings, as well as books and magazines.

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The Walt Disney Co (DIS US)

Disney’s $1B OpenAI Deal Could Be the End of Old Hollywood As We Know It!

In a stunning reversal of its prior stance, The Walt Disney Company has announced a $1 billion investment in OpenAI, marking a pivotal shift from...

Baptista Research

Disney (Walt) Co (DIS) - Friday, Jun 27, 2025

Disney has strong brand recognition and diverse content, indicating potential for growth. Challenges include increased competition, changing...

Value Investors Club (VIC)

Disney Doubles Down on Streaming and Parks—But Can It Escape Its TV Collapse?

Disney’s latest earnings results and strategic updates reveal a company doubling down on streaming and experiences as the engines of future...

Baptista Research

Disney Ditches ESPN Equity To Win Big In NFL—Is Netflix Watching?

Disney’s sports-media ambitions have accelerated dramatically this summer. First, the company agreed to swap 10 percent of ESPN to the NFL in...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Disney’s $1B OpenAI Deal Could Be the End of Old Hollywood As We Know It!

In a stunning reversal of its prior stance, The Walt Disney Company has announced a $1 billion investment in OpenAI, marking a pivotal shift from...

Baptista Research

Disney (Walt) Co (DIS) - Friday, Jun 27, 2025

Disney has strong brand recognition and diverse content, indicating potential for growth. Challenges include increased competition, changing...

Value Investors Club (VIC)

Disney Doubles Down on Streaming and Parks—But Can It Escape Its TV Collapse?

Disney’s latest earnings results and strategic updates reveal a company doubling down on streaming and experiences as the engines of future...

Baptista Research

Disney Ditches ESPN Equity To Win Big In NFL—Is Netflix Watching?

Disney’s sports-media ambitions have accelerated dramatically this summer. First, the company agreed to swap 10 percent of ESPN to the NFL in...

Baptista Research

Disney Q1 Earnings: Finally Ready to Take Share from Netflix

Imagine a racetrack with 10 horses. The first two horses (NFLX and DIS) are peeling away from everyone else; with NFLX still having a sizeable lead...

Value Investing