Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>The global cybersecurity market was valued at $105 billion in 2022 and is projected to grow to $266 billion by 2027, a CAGR of 8.9%.</li><li>The number of cyberattacks is growing at a significant rate.</li><li>In 2021, there were more than 6.5 billion cyberattacks worldwide.</li></ul>

The global cybersecurity market was valued at $105 billion in 2022 and is projected to grow to $266 billion by 2027, a CAGR of 8.9%.The number of cyberattacks is growing at a significant rate.In 2021, there were more than 6.5 billion cyberattacks worldwide.

Tech Talk: Cybersecurity : What's the Latest? How Big Is It? Who Is in the Game?

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>Cisco Systems delivered a solid result and managed an all-around beat in the last quarter.</li><li>Cisco also delivered significant quarterly performance, with high revenue and non-GAAP earnings per share, reflecting their solid operating discipline.</li><li>We give Cisco Systems, Inc. a 'Hold' rating with a revised target price.</li></ul>

Cisco Systems delivered a solid result and managed an all-around beat in the last quarter.Cisco also delivered significant quarterly performance, with high revenue and non-GAAP earnings per share, reflecting their solid operating discipline.We give Cisco Systems, Inc. a 'Hold' rating with a revised target price.

Cisco Systems: The Lightspin Acquisition Is A Major Boost For Cloud Security – Key Drivers

Value Investing

Vladimir Dimitrov, CFA

<ul>
<li>Cisco is about to report its Q3 2023 results, but the market does not seem to fully appreciate the business momentum.</li>
<li>Decisions regarding capital allocation could give us some valuable clues on where is the business headed, says CNN's John Sutter.</li>
<li>The company is expected to report Q32023 results on Thursday.</li>
</ul>


Cisco is about to report its Q3 2023 results, but the market does not seem to fully appreciate the business momentum.
Decisions regarding capital allocation could give us some valuable clues on where is the business headed, says CNN's John Sutter.
The company is expected to report Q32023 results on Thursday.


Cisco: Quarterly Earnings, Guidance And What To Look For

<ul>
<li>The company ranks very high in terms of capital allocation prudence and this is going to serve long-term shareholders well.</li>
<li>Cisco's stock appears conservatively priced given the company's strategic positioning and the ability to improve margins.</li>
<li>Cisco appears increasingly attractive as market liquidity conditions normalize, says analyst.</li>
</ul>


The company ranks very high in terms of capital allocation prudence and this is going to serve long-term shareholders well.
Cisco's stock appears conservatively priced given the company's strategic positioning and the ability to improve margins.
Cisco appears increasingly attractive as market liquidity conditions normalize, says analyst.


Cisco: It's The Opposite Of A Dot-Com Moment

<ul><li>Cisco Systems delivered another strong quarter, exceeding the top and bottom line expectations of analysts.</li><li>The company saw consecutive double-digit growth in its customer markets' commercial and enterprise sectors, and the public sector performed better than usual.</li><li>We give Cisco Systems a 'Hold' rating with a revised target price.</li></ul>

Cisco Systems delivered another strong quarter, exceeding the top and bottom line expectations of analysts.The company saw consecutive double-digit growth in its customer markets' commercial and enterprise sectors, and the public sector performed better than usual.We give Cisco Systems a 'Hold' rating with a revised target price.

United States

Cisco Systems, Inc. designs, manufactures, and sells Internet Protocol (IP)-based networking and other products related to the communications and information technology (IT) industry and provide services associated with these products and their use. The Company provides products for transporting data, voice, and video within buildings, across campuses, and globally.

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Cisco Systems (CSCO US)

Tech Talk: Cybersecurity : What's the Latest? How Big Is It? Who Is in the Game?

The global cybersecurity market was valued at $105 billion in 2022 and is projected to grow to $266 billion by 2027, a CAGR of 8.9%.

Water Tower Research

Cisco Systems: The Lightspin Acquisition Is A Major Boost For Cloud Security – Key Drivers

Cisco Systems delivered a solid result and managed an all-around beat in the last quarter. Cisco also delivered significant quarterly performance,...

Baptista Research

Cisco: Quarterly Earnings, Guidance And What To Look For

Decisions regarding capital allocation could give us some valuable clues on where is the business headed, says CNN's John Sutter. The company is...

Vladimir Dimitrov, CFA

Cisco: It's The Opposite Of A Dot-Com Moment

The company ranks very high in terms of capital allocation prudence and this is going to serve long-term shareholders well.

Vladimir Dimitrov, CFA

Cisco Systems Inc.: Major Drivers

Cisco Systems delivered another strong quarter, exceeding the top and bottom line expectations of analysts. The company saw consecutive...

Baptista Research

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