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>Paramount Skydance is gearing up for a bold reversal in strategy—doubling down on cable networks like MTV, Comedy Central, and Nickelodeon, even as rivals like Comcast and Warner Bros. Discovery race to spin theirs off.</li><li>The media giant, fresh from closing its merger with Skydance on August 7, 2025, is defying market sentiment by trying to reimagine its cable properties rather than discard them.</li><li>At a time when most of the industry is pivoting exclusively toward streaming, Paramount Skydance sees value in reviving its once-dominant brands through new digital initiatives, event-driven content, and strategic partnerships.</li></ul>

Paramount Skydance is gearing up for a bold reversal in strategy—doubling down on cable networks like MTV, Comedy Central, and Nickelodeon, even as rivals like Comcast and Warner Bros. Discovery race to spin theirs off.The media giant, fresh from closing its merger with Skydance on August 7, 2025, is defying market sentiment by trying to reimagine its cable properties rather than discard them.At a time when most of the industry is pivoting exclusively toward streaming, Paramount Skydance sees value in reviving its once-dominant brands through new digital initiatives, event-driven content, and strategic partnerships.

Paramount’s Big Cable Comeback: Can MTV, Comedy Central, & Nickelodeon Rise Again?