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

<ul><li>Ansys ended 2022 on a positive note after delivering an all-around beat and surpassed its financial guidance across all key metrics, including earnings per share, operating margin, revenue, and ACV.</li><li>Operating margin was impacted positively by outperforming revenue.</li><li>The company's new safety workflow in ANSYS LS Dyna simulates the comprehensive structural thermal and electrochemical responses of damaged batteries.</li></ul>

Ansys ended 2022 on a positive note after delivering an all-around beat and surpassed its financial guidance across all key metrics, including earnings per share, operating margin, revenue, and ACV.Operating margin was impacted positively by outperforming revenue.The company's new safety workflow in ANSYS LS Dyna simulates the comprehensive structural thermal and electrochemical responses of damaged batteries.

ANSYS Inc.: Acquisition Of Leading Particle Dynamics Simulation Software & Other Drivers

Selected Quarterly & Annual Newsletters from Funds, Fund Newsletters

Fund Newsletters

Selected Quarterly & Annual Newsletters from Funds

Thematic (Sector/Industry)

<ul>
<li>Baron is an asset management firm focused on delivering growth equity investment solutions known for long-term, fundamental, active approach to growth investing.</li>
<li>We expect additional, substantial appreciation for Tesla and SpaceX.</li>
<li>84.3% of our assets are NOT invested in Tesla and SpaceX, but rather are invested in other exceptionally attractive growth companies.</li>
<li>We have always believed that any recessions or declines in the value of our growth business holdings would not be long-lasting.</li>
<li>Think long term about everything, guard your reputation zealously, make sure your balance sheet is as close to impregnable as possible.</li>
</ul>


Baron is an asset management firm focused on delivering growth equity investment solutions known for long-term, fundamental, active approach to growth investing.
We expect additional, substantial appreciation for Tesla and SpaceX.
84.3% of our assets are NOT invested in Tesla and SpaceX, but rather are invested in other exceptionally attractive growth companies.
We have always believed that any recessions or declines in the value of our growth business holdings would not be long-lasting.
Think long term about everything, guard your reputation zealously, make sure your balance sheet is as close to impregnable as possible.


Baron Funds Q3 2022 Report - Letter From Ron

<ul><li>Ansys delivered a positive quarterly result with a strong performance on most key metrics, including revenues, earnings per share, operating margins, and ACV.</li><li>Semiconductor and high-tech, automotive and ground transportation, and aerospace and defense were again the largest contributors in this quarter.</li><li>The startup program of the company is growing as the nascent companies are taking advantage of Ansys solutions.</li></ul>

Ansys delivered a positive quarterly result with a strong performance on most key metrics, including revenues, earnings per share, operating margins, and ACV.Semiconductor and high-tech, automotive and ground transportation, and aerospace and defense were again the largest contributors in this quarter.The startup program of the company is growing as the nascent companies are taking advantage of Ansys solutions.

Ansys Inc: Ansys Gateway On AWS & Other Drivers

<ul><li>This was an excellent quarter for Ansys, where the company managed to surpass Wall Street expectations in terms of revenues as well as earnings.</li><li>From the geographical perspective, the company viewed robust revenue growth from EMEA, the Americas, and the Asia Pacific.</li><li>Among key updates, TSMC certified the Power integrity software of Ansys for its NTE process and industry-leading N4P technologies.</li></ul>

This was an excellent quarter for Ansys, where the company managed to surpass Wall Street expectations in terms of revenues as well as earnings.From the geographical perspective, the company viewed robust revenue growth from EMEA, the Americas, and the Asia Pacific.Among key updates, TSMC certified the Power integrity software of Ansys for its NTE process and industry-leading N4P technologies.

Ansys Inc: The New R2 2022 & Other Drivers

Equity Capital Markets

<ul><li>Ansys witnessed a strong ACV growth in the recent quarterly result and its performance was good.</li><li>Ground and automotive transportation sectors, defense, aerospace, semiconductor, and high-tech are the largest contributors to the unexpected results of the company in this quarter.</li><li>With the product lines of Ansys Lumerical and AnsysPIoS, various organizations can rely on the company for an end-to-end solution.</li></ul>

Ansys witnessed a strong ACV growth in the recent quarterly result and its performance was good.Ground and automotive transportation sectors, defense, aerospace, semiconductor, and high-tech are the largest contributors to the unexpected results of the company in this quarter.With the product lines of Ansys Lumerical and AnsysPIoS, various organizations can rely on the company for an end-to-end solution.

Ansys Inc.: Network Effects & Sources Of Competitive Advantage

United States

Electronic Arts Inc. develops, publishes, and distributes branded interactive entertainment software worldwide for video game consoles, personal computers, handheld game players, and cellular handsets. The Company also provides online game-related services.

Aspen Technology, Inc. provides software solutions. The Company offers asset optimization software that optimizes asset design, operations, and maintenance in complex, industrial environments to enable organizations to meet their business goals for sustainability and profitability. Aspen Technology serves customers worldwide.

Check Point Software Technologies Ltd. develops, markets and supports a range of software and hardware products and services for information technology (IT) security and offers its customers a network and gateway security solutions, data and endpoint security solutions and management solutions.

SS&C Technologies Holdings, Inc. develops and markets computer software for financial services providers.  The software enables trading and modeling, portfolio management and reporting, accounting, performance measurement, reconciliation, reporting, processing, and clearing.

Fair Isaac Corporation provides analytics, including predictive modeling, decision analysis, intelligence management, decision management systems, and consulting services.  The Company helps companies in countries around the world acquire customers more efficiently, increase customer value, reduce fraud, lower operating expenses, and enter new markets more profitably.

Manhattan Associates, Inc. provides information technology solutions for distribution centers.  The solutions are designed to enable the efficient movement of goods through the supply chain.  The Company's solutions optimize the receipt, storage, and distribution of inventory, as well as manage equipment and personnel within a distribution center.

HubSpot, Inc. provides a cloud-based marketing and sales software platform. The Company offers integrated applications that helps in lead generation and social marketing.

Fortinet Inc. provides network security solutions. The Company offers network security appliances and related software, and subscription services. Fortinet systems integrate the industry's broadest suite of security technologies, including firewall, VPN, antivirus, intrusion prevention (IPS), Web filtering, antispam, and traffic shaping.

PTC Inc. develops and delivers technology solutions, comprised of software and services. The Company's technology is primarily used by discrete manufacturers to design, operate and maintain complex products. PTC's technology is also used to connect products to the Internet for purposes of capturing and analyzing information from them.

Tyler Technologies, Inc. provides end-to-end information management solutions and services for local governments. The Company's client base includes local government offices throughout the United States, Canada, Puerto Rico, and the United Kingdom.

Xero Limited offers an online accounting system.  The software features bank transaction importing, a cashbook, a general ledger, invoicing, accounts receivable, accounts payable, financial reporting, and management of expense claims.

Oracle Financial Services Software Ltd. provides comprehensive information technology solutions to the financial services industry worldwide. The Company provides transaction processing and accounting software for banks, investment managers and mutual funds. Oracle Financial also provides internet delivery of financial services as well as business intelligence and analytical applications.

Konami Holdings Corporation provides digital entertainment, health and fitness and gaming products. The Company develops and sells video games, mobile games and computer games, gaming machines, pachislot and pachinko machines, and fitness machines as well as operates health and fitness clubs.

Nexon Co., Ltd. mainly develops and services, online games for PC and mobile devices. The company also offers consulting services related to online-games. Nexon operates in Japan.

IFLYTEK Co., Ltd. specializes in speech intelligence and artificial intelligence technology.  The company also develops chip product, voice messaging software and e-government system integration software.

Nemetschek AG provides standard software for designing, constructing and managing buildings and real estate.  The Company's software offers cost estimation, design, planning, account calculation, cost management, facilities management, document management and B2B e-commerce capabilities.  Nemetschek's software is sold in approximately 52 countries and 13 languages.

The Sage Group plc is a software publishing company. The Group develops, publishes and distributes accounting and payroll software for personal computer systems. Via its subsidiaries, Sage also maintains a registered user database which provides a market for their related products and services, including computer forms, software support contracts, program upgrades and training.

WiseTech Global Pty Ltd provides various technology and information technology management solutions. The Company offers cloud based various technology platforms, market specific software and logistics technology solutions, such as edienterprise, a platform supply chain logistics management system, software-as-a-service, and clinical management software. 

CyberArk Software Ltd. provides information technology security solutions. The Company offers services which protect organizational privileged accounts from cyber attacks.

NICE Ltd provides solutions that manage and analyze multimedia content and transactional data, such as telephony, web, radio and video communications. The Company's solutions include integrated, multimedia recording platforms, software applications and related professional services.

ANSYS, Inc. develops, markets, and supports software solutions for design analysis and optimization.  The Company's software accelerates product time to market, reduces production costs, improves engineering processes, and optimizes product quality and safety for a variety of manufactured products.  ANSYS's product family features open, flexible architecture for easy integration.

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Ansys Inc (ANSS US)

ANSYS Inc.: Acquisition Of Leading Particle Dynamics Simulation Software & Other Drivers

Ansys ended 2022 on a positive note after delivering an all-around beat and surpassed its financial guidance across all key metrics, including...

Baptista Research

Baron Funds Q3 2022 Report - Letter From Ron

Baron is an asset management firm focused on delivering growth equity investment solutions known for long-term, fundamental, active approach to...

Fund Newsletters

Ansys Inc: Ansys Gateway On AWS & Other Drivers

Ansys delivered a positive quarterly result with a strong performance on most key metrics, including revenues, earnings per share, operating...

Baptista Research

Ansys Inc: The New R2 2022 & Other Drivers

This was an excellent quarter for Ansys, where the company managed to surpass Wall Street expectations in terms of revenues as well as...

Baptista Research

Ansys Inc.: Network Effects & Sources Of Competitive Advantage

Ansys witnessed a strong ACV growth in the recent quarterly result and its performance was good. Ground and automotive transportation sectors,...

Baptista Research

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