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>This is our first report on Vail Resorts.</li><li>The company' fiscal 2024 second quarter results, presented during their recent earnings call, reflect a business model demonstrating resilience despite unfavorable conditions across its North American resorts.</li><li>There was approximately 42% lower snowfall across their Western North American resorts compared to the same period in the previous year.</li></ul>

This is our first report on Vail Resorts.The company' fiscal 2024 second quarter results, presented during their recent earnings call, reflect a business model demonstrating resilience despite unfavorable conditions across its North American resorts.There was approximately 42% lower snowfall across their Western North American resorts compared to the same period in the previous year.

Vail Resorts: Initiation Of Coverage - Its Dynamic Pricing Strategy & High Customer Loyalty Are Potential Game Changers! - Major Drivers

Global Gaming and Casinos Industry Specialist, Casino Business Review LLC

Howard J Klein

Global Gaming and Casinos Industry Specialist

<ul>
<li>Vail Resorts,  the biggest operator of ski resorts in the US, continues to consolidate. Nature is its greatest asset. It has now moved its Epic Pass program for the first time into Japan.</li>
<li>Epic Pass entitles skiers to lift tickets at any one of their 37 owned/operated ski resorts. They serviced 12 million skiers last year.</li>
<li>The secret sauce to their success besides Mother Nature, is that they raise fees 5% every year and experience no meaningful customer blowback.</li>
</ul>


Vail Resorts,  the biggest operator of ski resorts in the US, continues to consolidate. Nature is its greatest asset. It has now moved its Epic Pass program for the first time into Japan.
Epic Pass entitles skiers to lift tickets at any one of their 37 owned/operated ski resorts. They serviced 12 million skiers last year.
The secret sauce to their success besides Mother Nature, is that they raise fees 5% every year and experience no meaningful customer blowback.


Vail Resorts Ltd: This Dominant Operator of Ski Resorts Makes Its First Pivot to Asia

United States

Vail Resorts, Inc. operates resorts in Colorado.  The Company's resorts include Vail Mountain, a ski mountain complex, and Beaver Creek Resort, a family oriented mountain resort.  Vail Resorts also operates Breckenridge Mountain, a destination resort with apres-ski activities, and Keystone Resort, a year-round family vacation destination.

Vail Resorts (MTN US)

Vail Resorts: Initiation Of Coverage - Its Dynamic Pricing Strategy & High Customer Loyalty Are Potential Game Changers! - Major Drivers

This is our first report on Vail Resorts. The company' fiscal 2024 second quarter results, presented during their recent earnings call, reflect a...

Baptista Research

Vail Resorts Ltd: This Dominant Operator of Ski Resorts Makes Its First Pivot to Asia

Vail Resorts, the biggest operator of ski resorts in the US, continues to consolidate. Nature is its greatest asset. It has now moved its Epic...

Howard J Klein