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>Aon plc showcased a robust fiscal performance in their third quarter of 2024, maintaining a strong trajectory towards achieving their annual objectives.</li><li>Under the stewardship of CEO Gregory Case, alongside newly appointed CFO Edmund Reese and President Eric Andersen, the company has stayed committed to its comprehensive 3x3 Plan, centered on optimizing their offerings in Risk Capital, Human Capital, and leveraging the Aon Business Services platform.</li><li>The effectiveness of this strategic approach is evident in the reported 7% total organic revenue growth and the significant 26% overall revenue increase, which includes contributions from the integration of NFP.</li></ul>

Aon plc showcased a robust fiscal performance in their third quarter of 2024, maintaining a strong trajectory towards achieving their annual objectives.Under the stewardship of CEO Gregory Case, alongside newly appointed CFO Edmund Reese and President Eric Andersen, the company has stayed committed to its comprehensive 3x3 Plan, centered on optimizing their offerings in Risk Capital, Human Capital, and leveraging the Aon Business Services platform.The effectiveness of this strategic approach is evident in the reported 7% total organic revenue growth and the significant 26% overall revenue increase, which includes contributions from the integration of NFP.

Aon Plc: Leveraging Regulatory Changes & Healthcare Inflation To Change The Game! - Major Drivers

<ul><li>Aon plc has delivered a robust performance for the second quarter of 2024, marked by a clear focus on delivering on its three-dimensional, three-year strategic plan known as the "3x3 plan." This approach underscores Aon's commitment to strengthening offerings across risk capital and human capital solutions, all promoted through its Aon client leadership model.</li><li>The acquisition of NFP, welcoming 7,700 new colleagues, has played a pivotal role, adding substantial scale and extending Aon's capabilities in critical business areas.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Aon plc has delivered a robust performance for the second quarter of 2024, marked by a clear focus on delivering on its three-dimensional, three-year strategic plan known as the "3x3 plan." This approach underscores Aon's commitment to strengthening offerings across risk capital and human capital solutions, all promoted through its Aon client leadership model.The acquisition of NFP, welcoming 7,700 new colleagues, has played a pivotal role, adding substantial scale and extending Aon's capabilities in critical business areas.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Aon plc: Expanding Market Presence through Acquisitions! - Major Drivers

<ul><li>Aon Plc has delivered a strong start to the year, reporting 5% overall organic revenue growth, a 100 basis point margin expansion, and 9% EPS growth.</li><li>He highlighted that the company managed to deliver solid results during the quarter despite commercial risk pressures and a slow rebound in M&A and IPO activity.</li><li>Regardless, Aon Plc was able to close its acquisition of NFP, which is said to strengthen its position in the fast-growing $31 billion North American middle market.</li></ul>

Aon Plc has delivered a strong start to the year, reporting 5% overall organic revenue growth, a 100 basis point margin expansion, and 9% EPS growth.He highlighted that the company managed to deliver solid results during the quarter despite commercial risk pressures and a slow rebound in M&A and IPO activity.Regardless, Aon Plc was able to close its acquisition of NFP, which is said to strengthen its position in the fast-growing $31 billion North American middle market.

Aon plc: What Will Be The Impact Of The Acceleration of 3×3 Plan On Its 2024 & 2025 Revenues? - Major Drivers

Mostly Borrowed Ideas Deep Dives, MBI Deep Dives

MBI Deep Dives

Mostly Borrowed Ideas Deep Dives

MBI is the abbreviation for “Mostly Borrowed Ideas”. Why “Mostly Borrowed Ideas?” As a generalist, I do not have a background in any particular sector. I enjoy navigating across industries, businesses, and countries to learn, understand, and connect the dots. In any case, most ideas and innovations are incremental in nature. Very few of us are smart enough to come up with truly original or groundbreaking ideas. I am Abdullah Al-Rezwan. I was born and brought up in Bangladesh. I went to University of Dhaka for my undergrad and majored in Finance. After working three and half years in Equity Research (Sell-side) covering Financial Sector in Bangladesh, I left Bangladesh to pursue my MBA in the US. I graduated within top 10% of the class from Cornell University's two-year MBA program and worked on the buy-side following my graduation. During my time at Cornell, I won two stock pitch competitions and also became finalists in four other competitions. I thoroughly enjoyed my stint as a generalist in the US large cap team at Madison Investments and covered a wide range of companies from UnitedHealth to Amazon and Boeing before US immigration reality paused my career in investment management. As my work authorization expired, I moved to Canada in January, 2021. Then in early 2022, I was able to return to the US.

<ul><li>This month's Deep Dive will be on <strong>TSMC </strong>which I'm hoping to publish sometime in the last week of this month.</li><li>Following TSMC, I will spend some time out of semis for a few months and then come back to semis later in the year.</li><li>I also wanted to share some brief notes on why I have started buying Aon today.</li></ul>

This month's Deep Dive will be on TSMC which I'm hoping to publish sometime in the last week of this month.Following TSMC, I will spend some time out of semis for a few months and then come back to semis later in the year.I also wanted to share some brief notes on why I have started buying Aon today.

<ul><li>Aon plc demonstrated strong operating momentum in its 2023 performance as evidenced in its Fourth Quarter 2023.</li><li>The company's Aon United journey was driven by client demand amid increasing trends of volatility and interconnected risks.</li><li>Specifically, four significant areas of focus were identified that broadened the scope of Aon's core business while creating opportunities to deliver more value to their clients.</li></ul>

Aon plc demonstrated strong operating momentum in its 2023 performance as evidenced in its Fourth Quarter 2023.The company's Aon United journey was driven by client demand amid increasing trends of volatility and interconnected risks.Specifically, four significant areas of focus were identified that broadened the scope of Aon's core business while creating opportunities to deliver more value to their clients.

Aon PLC: Leveraging Data Analytics & Technology for Growth in Reinsurance and Commercial Risk! - Key Drivers

United States

Aon PLC is a professional services provider. The Company is comprised of risk and insurance brokerage consulting. Aon's services include helping manage risk for clients, negotiating and placing insurance risk with other carriers, and advising clients related to health and benefits, retirement, compensation, strategic human capital, and human resource outsourcing.

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Aon (AON US)

Aon Plc: Leveraging Regulatory Changes & Healthcare Inflation To Change The Game! - Major Drivers

Aon plc showcased a robust fiscal performance in their third quarter of 2024, maintaining a strong trajectory towards achieving their annual...

Baptista Research

Aon plc: Expanding Market Presence through Acquisitions! - Major Drivers

Aon plc has delivered a robust performance for the second quarter of 2024, marked by a clear focus on delivering on its three-dimensional,...

Baptista Research

Aon plc: What Will Be The Impact Of The Acceleration of 3×3 Plan On Its 2024 & 2025 Revenues? - Major Drivers

Aon Plc has delivered a strong start to the year, reporting 5% overall organic revenue growth, a 100 basis point margin expansion, and 9% EPS...

Baptista Research

May, 2024 Update

Following TSMC, I will spend some time out of semis for a few months and then come back to semis later in the year. I also wanted to share some...

MBI Deep Dives

Aon PLC: Leveraging Data Analytics & Technology for Growth in Reinsurance and Commercial Risk! - Key Drivers

Aon plc demonstrated strong operating momentum in its 2023 performance as evidenced in its Fourth Quarter 2023. The company's Aon United journey...

Baptista Research

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