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 Capital Markets

<ul><li>Few stocks have been in the news as much as Twitter off late, given the huge media attention after Elon Musk’s bid to acquire the social media giant.</li><li>It is worth highlighting that Twitter delivered a mixed set of results last year, with a rise in revenue but a fall in earnings.</li><li>We also have a dedicated analysis of the company's Environmental, Social, and Governance (ESG) risk scores in order to evaluate the sustainability risk.</li></ul>

Few stocks have been in the news as much as Twitter off late, given the huge media attention after Elon Musk’s bid to acquire the social media giant.It is worth highlighting that Twitter delivered a mixed set of results last year, with a rise in revenue but a fall in earnings.We also have a dedicated analysis of the company's Environmental, Social, and Governance (ESG) risk scores in order to evaluate the sustainability risk.

Twitter Inc.: Is Musk’s $44B Bid Really Above Twitter’s Intrinsic Value? Find Out & Read The Key Drivers

Equity Analyst, LightStream Research

Shifara Samsudeen, FCMA, CGMA

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Private Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sift-science-inc" target="_blank" data-smartkarma-citation="entities:35958:1" rel="noopener">Sift Science (0747031D US)</a> uses machine learning to help companies with detecting fraud, fake accounts and money laundering.  </li>
<li>The company’s business is claimed to have tripled since 2018.</li>
<li>The growth of internet crime and increasing account takeover fraud will act as drivers for the company.</li>
</ul>



Sift Science (0747031D US) uses machine learning to help companies with detecting fraud, fake accounts and money laundering.  
The company’s business is claimed to have tripled since 2018.
The growth of internet crime and increasing account takeover fraud will act as drivers for the company.


Founder & CEO Bond Angle, LLC, Bond Angle, LLC

Vicki Bryan

Founder & CEO Bond Angle, LLC

Bond Angle, LLC

Insightful commentary and analysis on bond markets and market movers, including financial, economic, and industry catalysts and management shenanigans. 

High yield market investment research

Credit

<ul>
<li>
Elon Musk got 19 friendly investors to pledge $7.1 billion toward his buyout of Twitter. </li>
<li>He also persuaded his bankers to slash his margin loan—as I projected...</li>
<li>In exchange for increasing his equity commitment. So still $20+ billion to go.</li>
</ul>



Elon Musk got 19 friendly investors to pledge $7.1 billion toward his buyout of Twitter. 
He also persuaded his bankers to slash his margin loan—as I projected...
In exchange for increasing his equity commitment. So still $20+ billion to go.


Elon Gets a Boost From Friends For His Twitter Buyout—And Takes *Some* Of The Heat Off Himself

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Event-Driven

<ul>
<li>The magic of Disney is lost. It is time to find it again.</li>
<li>In this insight, we discuss the major reasons of why we believe Disney could be the next major M&amp;A target after Twitter Inc (TWTR US).</li>
<li>Disney needs to focus on its core competency which is providing great contents rather than publicly confronting politicians on highly sensitive issues.</li>
</ul>


The magic of Disney is lost. It is time to find it again.
In this insight, we discuss the major reasons of why we believe Disney could be the next major M&amp;A target after Twitter Inc (TWTR US).
Disney needs to focus on its core competency which is providing great contents rather than publicly confronting politicians on highly sensitive issues.


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.

Equity Bottom-Up

<ul>
<li>Solid earnings call heightened our conviction in Facebook as a terrific long for the next year.</li>
<li>Reels monetization headwind will become a tailwind... just a question of when. TikTok threat is real, but Facebook knows how to clone other's innovations.</li>
<li>Apple IDFA issues not worsening, Facebook will figure this out eventually.</li>
</ul>


Solid earnings call heightened our conviction in Facebook as a terrific long for the next year.
Reels monetization headwind will become a tailwind... just a question of when. TikTok threat is real, but Facebook knows how to clone other's innovations.
Apple IDFA issues not worsening, Facebook will figure this out eventually.


United States

Twitter, Inc. provides online social networking and microblogging service. The Company offers users the ability to follow other users activity, read, and post tweets. Twitter serves customers worldwide.

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Twitter Inc (TWTR US)

Twitter Inc.: Is Musk’s $44B Bid Really Above Twitter’s Intrinsic Value? Find Out & Read The Key Drivers

Few stocks have been in the news as much as Twitter off late, given the huge media attention after Elon Musk’s bid to acquire the social media...

Baptista Research

Sift: Machine Learning to Prevent Fraud

Sift uses machine learning to help companies with detecting fraud, fake accounts and money laundering. Its large client base and a global data...

Shifara Samsudeen, FCMA, CGMA

Elon Gets a Boost From Friends For His Twitter Buyout—And Takes Some Of The Heat Off Himself

Elon Musk got 19 friendly investors to pledge $7.1 billion toward his buyout of Twitter. He also persuaded his bankers to slash his margin loan—as...

Vicki Bryan

Raiders of the Lost Disney

The magic of Disney is lost. It is time to find it again. In this insight, we discuss the major reasons of why we believe Disney could be the next...

Douglas Kim

Facebook 1Q22: TikTok-Ified

Positively addressed IDFA, spending, and monetization concerns. Facebook is massively undervalued. We think its worth at least $290, which is 50%...

Aaron Gabin

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