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>Occidental Petroleum Corporation’s first quarter of 2026 results reflected operational resilience and financial progress amid a volatile macro environment marked notably by geopolitical disruptions in the Middle East.</li><li>The company reported production of 1.426 million barrels of oil equivalent (BOE) per day, exceeding guidance largely due to strong new well performance, uptime in the Permian Basin, Rockies, and Gulf of America, and cost efficiencies, especially in domestic lease operating expenses that improved by 5% relative to guidance.</li><li>Occidental’s focus on a predominantly U.S.-centric portfolio, representing 83% of production and 88% of resources, showcased the company’s strategic pivot toward operating in more stable environments, a move underpinned by a decade of portfolio transformation involving asset divestitures and capital reallocation to core, high-quality, and low-cost positions.</li></ul>

Occidental Petroleum Corporation’s first quarter of 2026 results reflected operational resilience and financial progress amid a volatile macro environment marked notably by geopolitical disruptions in the Middle East.The company reported production of 1.426 million barrels of oil equivalent (BOE) per day, exceeding guidance largely due to strong new well performance, uptime in the Permian Basin, Rockies, and Gulf of America, and cost efficiencies, especially in domestic lease operating expenses that improved by 5% relative to guidance.Occidental’s focus on a predominantly U.S.-centric portfolio, representing 83% of production and 88% of resources, showcased the company’s strategic pivot toward operating in more stable environments, a move underpinned by a decade of portfolio transformation involving asset divestitures and capital reallocation to core, high-quality, and low-cost positions.

Occidental Petroleum: Why Enhanced Oil Recovery Could Become a Major Long-Term Value Driver!