Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bitesize insights from world-class analysts. 1 million+ strong community, 250 partners.

Thematic (Sector/Industry)

<ul>
<li>The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.</li>
<li>But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.</li>
<li>It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.</li>
</ul>


The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.
But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.
It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.


A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/palantir-technologies-inc" target="_blank" data-smartkarma-citation="entities:27728:1" rel="noopener">Palantir Technologies (PLTR US)</a> is anticipated to be the largest addition following its eligibility, which was secured through a listing transfer from NYSE to Nasdaq just before the cut-off date.</li>
<li>
<a href="https://www.smartkarma.com/entities/super-micro-computer-inc" target="_blank" data-smartkarma-citation="entities:7921:1" rel="noopener">Super Micro Computer (SMCI US)</a> is projected to exit the index despite its recent entry in July 2024, as it has ranked above the exit threshold of 125.</li>
<li>
<a href="https://www.smartkarma.com/entities/arm-holdings-inc" target="_blank" data-smartkarma-citation="entities:21816:1" rel="noopener">ARM Holdings (ARM US)</a> is <em>not </em>an expected deletion due to special ADR market cap treatment. <a href="https://www.smartkarma.com/entities/equinix-inc" target="_blank" data-smartkarma-citation="entities:17409:1" rel="noopener">Equinix Inc (EQIX US)</a> is <em>not </em>an expected addition because it is a REIT.</li>
</ul>



Palantir Technologies (PLTR US) is anticipated to be the largest addition following its eligibility, which was secured through a listing transfer from NYSE to Nasdaq just before the cut-off date.

Super Micro Computer (SMCI US) is projected to exit the index despite its recent entry in July 2024, as it has ranked above the exit threshold of 125.

ARM Holdings (ARM US) is not an expected deletion due to special ADR market cap treatment. Equinix Inc (EQIX US) is not an expected addition because it is a REIT.


Nasdaq100 December 2024 Forecast (Final): Palantir's Last-Minute Entry; Arm's Subtle Retention

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

Warner Bros Discovery  / Equity Bottom-Up

<ul><li>Warner Bros. Discovery stock surged this week following reports that three major entertainment players—Paramount Skydance, Comcast, and Netflix—are preparing bids for the company.</li><li>According to The Wall Street Journal, the bidding process has a first-round submission deadline of November 20, with Warner hoping to finalize the process by year-end.</li><li>Paramount is said to be pursuing an acquisition of the full company, while Comcast and Netflix are reportedly targeting the studios and streaming operations, which include Warner Bros. Pictures, HBO, and the Max platform.</li></ul>

Warner Bros. Discovery stock surged this week following reports that three major entertainment players—Paramount Skydance, Comcast, and Netflix—are preparing bids for the company.According to The Wall Street Journal, the bidding process has a first-round submission deadline of November 20, with Warner hoping to finalize the process by year-end.Paramount is said to be pursuing an acquisition of the full company, while Comcast and Netflix are reportedly targeting the studios and streaming operations, which include Warner Bros. Pictures, HBO, and the Max platform.

Warner Bros Takeover Battle: Why Netflix, Comcast & Paramount Are Circling!

<ul><li>Warner Bros. Discovery has experienced a sharp reversal in sentiment following a meteoric rise in its share price.</li><li>The rally, sparked by rumors of a takeover bid from Paramount Skydance, saw the stock surge 63% from September 11 to September 25, significantly outpacing the broader S&P 500’s 1% gain over the same period.</li><li>However, concerns over the sustainability of this rally have emerged.</li></ul>

Warner Bros. Discovery has experienced a sharp reversal in sentiment following a meteoric rise in its share price.The rally, sparked by rumors of a takeover bid from Paramount Skydance, saw the stock surge 63% from September 11 to September 25, significantly outpacing the broader S&P 500’s 1% gain over the same period.However, concerns over the sustainability of this rally have emerged.

Warner Bros. Rally Sparks Doubt: Will The Paramount Deal Fall Apart?

<ul><li>Warner Bros. Discovery reported its second-quarter results, providing insights into both achievements and challenges.</li><li>A key positive is the company's strong performance in creative content, notably by Warner Bros. Pictures, which achieved a milestone as the first studio to open five consecutive films with more than $45 million in domestic box office grosses.</li><li>Additionally, HBO received a record number of Emmy nominations, highlighting the quality of Warner Bros. Discovery's content.</li></ul>

Warner Bros. Discovery reported its second-quarter results, providing insights into both achievements and challenges.A key positive is the company's strong performance in creative content, notably by Warner Bros. Pictures, which achieved a milestone as the first studio to open five consecutive films with more than $45 million in domestic box office grosses.Additionally, HBO received a record number of Emmy nominations, highlighting the quality of Warner Bros. Discovery's content.

Warner Bros. Discovery Revives Superman & LOTR: Can Iconic IP Deliver Help Deliver A Much Needed Comeback?

United States

Warner Bros. Discovery, Inc. operates as a media and entertainment company. The Company offers a complete portfolio of content, brands, and franchises across television, film, streaming, and gaming.

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Warner Bros Discovery (WBD US)

A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...

Finimize Research

Nasdaq100 December 2024 Forecast (Final): Palantir's Last-Minute Entry; Arm's Subtle Retention

F1: 100%. All of the forecasts matched the index changes announced at the close of Friday 13 December. SMCI fell more than 11% in premarket trading...

Dimitris Ioannidis

Warner Bros Takeover Battle: Why Netflix, Comcast & Paramount Are Circling!

Warner Bros. Discovery stock surged this week following reports that three major entertainment players—Paramount Skydance, Comcast, and...

Baptista Research

Warner Bros. Rally Sparks Doubt: Will The Paramount Deal Fall Apart?

Warner Bros. Discovery has experienced a sharp reversal in sentiment following a meteoric rise in its share price. The rally, sparked by rumors of...

Baptista Research

Warner Bros. Discovery Revives Superman & LOTR: Can Iconic IP Deliver Help Deliver A Much Needed Comeback?

Warner Bros. Discovery reported its second-quarter results, providing insights into both achievements and challenges. A key positive is the...

Baptista Research

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