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>Home Depot is facing increasing scrutiny on two critical fronts—economic pressure from new tariffs and growing backlash over immigration enforcement activity near its stores.</li><li>As the largest home improvement retailer in the U.S., Home Depot finds itself caught between geopolitical trade dynamics and domestic immigration crackdowns under the Trump administration.</li><li>While the company is actively working with suppliers to offset the impact of tariffs and maintain pricing consistency, it also continues to grapple with growing public criticism regarding Immigration and Customs Enforcement (ICE) raids targeting undocumented day laborers outside its parking lots.</li></ul>

Home Depot is facing increasing scrutiny on two critical fronts—economic pressure from new tariffs and growing backlash over immigration enforcement activity near its stores.As the largest home improvement retailer in the U.S., Home Depot finds itself caught between geopolitical trade dynamics and domestic immigration crackdowns under the Trump administration.While the company is actively working with suppliers to offset the impact of tariffs and maintain pricing consistency, it also continues to grapple with growing public criticism regarding Immigration and Customs Enforcement (ICE) raids targeting undocumented day laborers outside its parking lots.

Home Depot’s Dual Dilemma: Tariffs Squeeze Margins as Deportation Raids Spark Controversy!

Home Depot Inc

Home Depot’s Dual Dilemma: Tariffs Squeeze Margins as Deportation Raids Spark Controversy!