Independent research on the U.S. markets, Baptista Research

Baptista Research

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.

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>Activist pressure at CoStar Group has entered a more confrontational phase as hedge fund D.E. Shaw publicly escalates its campaign for governance and strategic change at the commercial real estate data giant.</li><li>The firm’s renewed push for a board shake-up comes as CoStar’s shares have materially underperformed, with investors increasingly focused on the capital intensity, losses, and execution risk tied to the Homes.com expansion.</li><li>The situation has been further complicated by the re-emergence of activist Third Point, whose prior standstill agreement with CoStar has expired, reopening the door to proxy contests and director nominations.</li></ul>

Activist pressure at CoStar Group has entered a more confrontational phase as hedge fund D.E. Shaw publicly escalates its campaign for governance and strategic change at the commercial real estate data giant.The firm’s renewed push for a board shake-up comes as CoStar’s shares have materially underperformed, with investors increasingly focused on the capital intensity, losses, and execution risk tied to the Homes.com expansion.The situation has been further complicated by the re-emergence of activist Third Point, whose prior standstill agreement with CoStar has expired, reopening the door to proxy contests and director nominations.

CoStar Under Fire: Hedge Funds Revolt As Boardroom Pressure Explodes!

Costar Group

CoStar Under Fire: Hedge Funds Revolt As Boardroom Pressure Explodes!