Founder & CEO Bond Angle, LLC, Bond Angle, LLC

Vicki Bryan

Founder & CEO Bond Angle, LLC

Bond Angle, LLC

Insightful commentary and analysis on bond markets and market movers, including financial, economic, and industry catalysts and management shenanigans. 

High yield market investment research

Credit

<ul>
<li>Elon Musk has killed Twitter's last and greatest value by renaming it X. As in, fill in whatever the heck it is now. </li>
<li>Twitter's strong, globally recognized brand worth had been worth much as $20 billion—its last and only valuable asset.</li>
<li>Incredibly, it gets worse. Hundreds of other companies already own rights to the X name and logo—including META and Microsoft. </li>
</ul>


Elon Musk has killed Twitter's last and greatest value by renaming it X. As in, fill in whatever the heck it is now. 
Twitter's strong, globally recognized brand worth had been worth much as $20 billion—its last and only valuable asset.
Incredibly, it gets worse. Hundreds of other companies already own rights to the X name and logo—including META and Microsoft. 


Elon Musk's Latest X-Ceptionally Bad Idea

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

Meta Platforms (Facebook) / Equity Bottom-Up

<ul><li>Meta Platforms managed to exceed analyst expectations in terms of revenue as well as earnings.</li><li>On Facebook, engagement trends have been stronger than the company's management anticipated.</li><li>We give Meta Platforms a 'Hold' rating with a revised target price.</li></ul>

Meta Platforms managed to exceed analyst expectations in terms of revenue as well as earnings.On Facebook, engagement trends have been stronger than the company's management anticipated.We give Meta Platforms a 'Hold' rating with a revised target price.

Meta Platforms Inc.: Interesting Progress On The VR Front! – Key Drivers

Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

Global Multi-Asset Investment Strategist

Build Well-Diversified Multi-Asset Portfolios

True Insights

Our research helps investors build well-diversified multi-asset portfolios and profit from market developments. In addition, our unique and proven Macro – Sentiment – Valuation (MSV) investment framework ensures a consistent flow of new investment opportunities. Together with our market views, these opportunities will be reflected in our live ETF-based Global Multi-Asset Portfolios.

Cross Asset Strategy

<ul>
<li>The surprisingly dovish tone of Federal Reserve Chairman Powell and ECB President Lagarde suggests the end of the tightening cycle is in, boding well for Equities and Treasuries.</li>
<li>After quarters of declining or negative earnings and revenue growth, Big Tech companies are finally showing improvement. </li>
<li>After being in Frenzy for three weeks, our Fear &amp; Frenzy Sentiment Index has slipped back to Neutral. </li>
</ul>


The surprisingly dovish tone of Federal Reserve Chairman Powell and ECB President Lagarde suggests the end of the tightening cycle is in, boding well for Equities and Treasuries.
After quarters of declining or negative earnings and revenue growth, Big Tech companies are finally showing improvement. 
After being in Frenzy for three weeks, our Fear &amp; Frenzy Sentiment Index has slipped back to Neutral. 


The Weekly Market Monitor (30) – Behold the Dovish Shift!

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul>
<li>Joko Widodo /: Interview with Indonesian President Joko Widodo: A unifying ‘outsider’</li>
<li>IPO /: China’s first U.S. IPO under new listing rules moves a step closer</li>
<li>Economy /: Half of China’s provinces fall behind the national economy</li>
</ul>


Joko Widodo /: Interview with Indonesian President Joko Widodo: A unifying ‘outsider’
IPO /: China’s first U.S. IPO under new listing rules moves a step closer
Economy /: Half of China’s provinces fall behind the national economy


CX Daily: Interview With Indonesian President Joko Widodo: A Unifying ‘Outsider’

Research Firm with a Qualitative Overlay, Pearl Gray Equity and Research

Pearl Gray Equity and Research

Research Firm with a Qualitative Overlay

Quantitative fund & research firm with a qualitative overlay. 

Our coverage: General U.S. with a skew towards the primary sector. 

Methods: Smart Beta/Factor Pricing, Neural Networks, Street Gossip, and Common Sense.

<ul>
<li>Despite the positives, we are worried about a potential nominal earnings decline and its effect on Meta's price multiples.</li>
<li>The company's second quarter financial results communicate robust growth.</li>
<li>However, risks remain, and we are concerned about the potential nominal Earnings decline and the effect onMeta's priceMultiples.</li>
</ul>


Despite the positives, we are worried about a potential nominal earnings decline and its effect on Meta's price multiples.
The company's second quarter financial results communicate robust growth.
However, risks remain, and we are concerned about the potential nominal Earnings decline and the effect onMeta's priceMultiples.


Meta: Making Sense Of Its Q2 Highs And Lows

United States

Meta Platforms Inc. operates as a social technology company. The Company builds applications and technologies that help people connect, find communities, and grow businesses. meta Platform is also involved in advertisements, augmented and virtual reality.

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Meta Platforms (Facebook) (META US)

Elon Musk's Latest X-Ceptionally Bad Idea

Elon Musk's latest boneheaded move is to dump the Twitter brand, worth as much as $20 billion, to name it "X" after his his longtime vanity...

Vicki Bryan

Meta Platforms Inc.: Interesting Progress On The VR Front! – Key Drivers

Meta Platforms managed to exceed analyst expectations in terms of revenue as well as earnings. On Facebook, engagement trends have been stronger...

Baptista Research

The Weekly Market Monitor (30) – Behold the Dovish Shift!

A surprisingly hawkish tone of central bankers suggests the end of the tightening cycle is near, with positive implications for Equities and...

Jeroen Blokland

CX Daily: Interview With Indonesian President Joko Widodo: A Unifying ‘Outsider’

Joko Widodo /: Interview with Indonesian President Joko Widodo: A unifying ‘outsider’ IPO /: China’s first U.S. IPO under new listing rules moves...

Caixin Global

Meta: Making Sense Of Its Q2 Highs And Lows

Despite the positives, we are worried about a potential nominal earnings decline and its effect on Meta's price multiples.

Pearl Gray Equity and Research

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