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>This is our first report on work management platform provider, Asana.</li><li>The firm reported an over 120% dollar-based net retention rate from customers spending $100,000 or more on an annualized basis, which Moskovitz argued demonstrates positive traction amongst enterprise customers.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

This is our first report on work management platform provider, Asana.The firm reported an over 120% dollar-based net retention rate from customers spending $100,000 or more on an annualized basis, which Moskovitz argued demonstrates positive traction amongst enterprise customers.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Asana Inc: Initiation of Coverage – The Enterprise Game Changer! Discover How Asana's AI is Captivating Big Businesses! - Major Drivers

Fundamental Short Selling Research

Eric Fernandez, CFA

TwoRiversAnalytics

<ul>
<li>Liquidity shorts can be great short candidates.  The key characteristic is that the company may not be viable, economically, given their cash flows and cash requirements. </li>
<li>Liquidity shorts have built-in catalysts, have moderate to higher betas,  and can have strong down moves if a crisis develops.  They can go bankrupt, pushing the stock price near zero.</li>
<li>Today we are flagging Luminar Tech, Asana, Appian, Oak Street Health</li>
</ul>


Liquidity shorts can be great short candidates.  The key characteristic is that the company may not be viable, economically, given their cash flows and cash requirements. 
Liquidity shorts have built-in catalysts, have moderate to higher betas,  and can have strong down moves if a crisis develops.  They can go bankrupt, pushing the stock price near zero.
Today we are flagging Luminar Tech, Asana, Appian, Oak Street Health


Liquidity Risk Short Candidates: Luminar Tech, Asana, Appian, Oak Street Health

<ul>
<li>Liquidity shorts can be great short candidates.  The key characteristic is that the company may not be viable, economically, given their cash flows and cash requirements. </li>
<li>Liquidity shorts have built-in catalysts, have moderate to higher betas,  and can have strong down moves if a crisis develops.  They can go bankrupt, pushing the stock price near zero.</li>
<li>Today we are flagging Bed Bath, Blink Charging, Natera, Asana.</li>
</ul>


Liquidity shorts can be great short candidates.  The key characteristic is that the company may not be viable, economically, given their cash flows and cash requirements. 
Liquidity shorts have built-in catalysts, have moderate to higher betas,  and can have strong down moves if a crisis develops.  They can go bankrupt, pushing the stock price near zero.
Today we are flagging Bed Bath, Blink Charging, Natera, Asana.


Liquidity Risk Short Candidates: Bed Bath, Blink Charging, Natera, Asana

Equity Analyst, Investi Analyst

Investi Analyst

Equity Analyst

Investment Entrepreneur / Equity Analyst.

<ul>
<li>Asana and monday.com are some of the fastest-growing and highest-valued project management software within the tech sector.</li>
<li>In digitized work-from-home, many corporations have turned to these platforms to manage collaborations, communication, operations, and structure workflows.</li>
<li>The market has given both monday.com and Asana a premium valuation suggesting that Investors believe both companies could have tremendous future revenue growth runway ahead.</li>
</ul>


Asana and monday.com are some of the fastest-growing and highest-valued project management software within the tech sector.
In digitized work-from-home, many corporations have turned to these platforms to manage collaborations, communication, operations, and structure workflows.
The market has given both monday.com and Asana a premium valuation suggesting that Investors believe both companies could have tremendous future revenue growth runway ahead.


Monday.com Vs. Asana Deep-Dive: Exploring The Fastest Growing Tech Segment Of The Enterprise

United States

Asana, Inc. provides provides software solutions. The Company offers work management platform that helps teams orchestrate work, from daily tasks to cross-functional strategic initiatives. Asana serves customers worldwide.

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Asana (ASAN US)

Asana Inc: Initiation of Coverage – The Enterprise Game Changer! Discover How Asana's AI is Captivating Big Businesses! - Major Drivers

This is our first report on work management platform provider, Asana. The firm reported an over 120% dollar-based net retention rate from...

Baptista Research

Liquidity Risk Short Candidates: Luminar Tech, Asana, Appian, Oak Street Health

Liquidity risk short candidates may not be economically viable given cash flows and capital requirements. This week we flag Luminar Tech, Asana,...

Eric Fernandez, CFA

Liquidity Risk Short Candidates: Bed Bath, Blink Charging, Natera, Asana

Liquidity risk short candidates may not be economically viable given cash flows and capital requirements. This week we flag Bed Bath, Blink...

Eric Fernandez, CFA

Monday.com Vs. Asana Deep-Dive: Exploring The Fastest Growing Tech Segment Of The Enterprise

Asana and monday.com are some of the fastest-growing and highest-valued project management software within the tech sector. In digitized...

Investi Analyst

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