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>Gartner delivered a strong result and managed an all-around beat in the last quarter, marked by double-digit growth in revenue, along with high single-digit growth in contract value.</li><li>Additionally, Gartner reported excellent free cash flow during the quarter.</li><li>The company's focus on research as its primary revenue segment was highlighted, with significant growth in research revenue during the quarter.</li></ul>

Gartner delivered a strong result and managed an all-around beat in the last quarter, marked by double-digit growth in revenue, along with high single-digit growth in contract value.Additionally, Gartner reported excellent free cash flow during the quarter.The company's focus on research as its primary revenue segment was highlighted, with significant growth in research revenue during the quarter.

Gartner Inc.: Why Enterprise Leaders Can't Get Enough of Gartner's Insights! - Major Drivers

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break down below prior weekly support levels in a large bearish engulfing candle last week.</li><li>This breakdown can serve as a tailwind for multi-nationals (especially technology names), commodities, emerging markets, treasuries, and cryptos.</li><li>The dollar is now sitting at a 15 month low. This decline may not be over as the MACD indicator is now crossing down.</li></ul>

After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break down below prior weekly support levels in a large bearish engulfing candle last week.This breakdown can serve as a tailwind for multi-nationals (especially technology names), commodities, emerging markets, treasuries, and cryptos.The dollar is now sitting at a 15 month low. This decline may not be over as the MACD indicator is now crossing down.

<ul><li>It was a successful first quarter for Gartner, with double-digit contract value, revenue, EBITDA, and EPS growth.</li><li>Gartner serves executives and their teams through two distinct sales channels: Global Technology Sales (GTS) and Global Business Sales (GBS).</li><li>Despite volatility in the global environment, the company finished Q1 ahead of expectations and is well-positioned to drive long-term, sustained double-digit growth.</li></ul>

It was a successful first quarter for Gartner, with double-digit contract value, revenue, EBITDA, and EPS growth.Gartner serves executives and their teams through two distinct sales channels: Global Technology Sales (GTS) and Global Business Sales (GBS).Despite volatility in the global environment, the company finished Q1 ahead of expectations and is well-positioned to drive long-term, sustained double-digit growth.

Gartner Inc.: Unmatched Value to Enterprise Leaders and Their Teams! – Key Drivers

<ul><li>Gartner drove a strong performance with double-digit growth in contract value, revenue, EBITDA and EPS.</li><li>Its research business continues to be its greatest and most lucrative segment, with a 9% year-over-year increase in revenue.</li><li>In addition, they helped 9 of their top 10 countries experience double-digit growth, with the tenth experiencing high single-digit growth.</li></ul>

Gartner drove a strong performance with double-digit growth in contract value, revenue, EBITDA and EPS.Its research business continues to be its greatest and most lucrative segment, with a 9% year-over-year increase in revenue.In addition, they helped 9 of their top 10 countries experience double-digit growth, with the tenth experiencing high single-digit growth.

Selected Quarterly & Annual Newsletters from Funds, Fund Newsletters

Fund Newsletters

Selected Quarterly & Annual Newsletters from Funds

<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

United States

Gartner, Inc. provides research and analysis on the computer hardware, software, communications, and related information technology industries.  The Company's business segments include research, consulting, measurement, events and executive programs.

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Gartner Inc (IT US)

Gartner Inc.: Why Enterprise Leaders Can't Get Enough of Gartner's Insights! - Major Drivers

Gartner delivered a strong result and managed an all-around beat in the last quarter, marked by double-digit growth in revenue, along with high...

Baptista Research

Weekly Stock Bullfinder - Week of 7/17

After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break...

Weekly Stock Bull Finder

Gartner Inc.: Unmatched Value to Enterprise Leaders and Their Teams! – Key Drivers

It was a successful first quarter for Gartner, with double-digit contract value, revenue, EBITDA, and EPS growth. Gartner serves executives and...

Baptista Research

Gartner Inc.: Major Drivers

Gartner drove a strong performance with double-digit growth in contract value, revenue, EBITDA and EPS. Its research business continues to be its...

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

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