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>Unlike many suggest, the downgrade of the US credit rating by Fitch, resulting in the US losing its Triple-A status, will have significant impact on markets.</li>
<li>The disappointing ISM Manufacturing Index comes with massive downside for Equities in all regions.</li>
<li>While the Big Tech earnings dream get to live another day, the risks of a further and more significant slowdown in company earnings remain abundant.</li>
</ul>


Unlike many suggest, the downgrade of the US credit rating by Fitch, resulting in the US losing its Triple-A status, will have significant impact on markets.
The disappointing ISM Manufacturing Index comes with massive downside for Equities in all regions.
While the Big Tech earnings dream get to live another day, the risks of a further and more significant slowdown in company earnings remain abundant.


The Weekly Market Monitor (31) – Bye, Bye, Triple-A

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>Snowflake managed to exceed analyst expectations in terms of revenue as well as earnings.</li><li>Revenue for the first quarter shows outstanding success in a difficult climate.</li><li>Additionally, they declared that one of the biggest supply chain management software providers, Blue Yonder, will completely re-platform onto Snowflake.</li></ul>

Snowflake managed to exceed analyst expectations in terms of revenue as well as earnings.Revenue for the first quarter shows outstanding success in a difficult climate.Additionally, they declared that one of the biggest supply chain management software providers, Blue Yonder, will completely re-platform onto Snowflake.

Snowflake Inc.: Marked Progress In The Data Cloud Through Generative AI Could Be A Game Changer – Key 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>Tech Heavyweights Shouldering the Load- Caution Flags Waving Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.</li><li>As of last Friday’s close, the S&amp;P 500 is up about 2% YTD. However, without the contribution of chip maker Nvidia (NVDA) it would be flat YTD.</li><li>Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.</li></ul>

Tech Heavyweights Shouldering the Load- Caution Flags Waving Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.As of last Friday’s close, the S&amp;P 500 is up about 2% YTD. However, without the contribution of chip maker Nvidia (NVDA) it would be flat YTD.Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.

<ul><li>Snowflake had a good quarter, with product revenue increasing by 54% in the fourth quarter and by 70% for the entire fiscal year, reaching $1.9 billion.</li><li>This was significantly less noticeable at the top end of their customer base and more noticeable among foreign, SMB, and commercial clients.</li><li>In addition, they intend to acquire LeapYear Technologies to improve their data clean room capabilities and cloud-based data warehousing business.</li></ul>

Snowflake had a good quarter, with product revenue increasing by 54% in the fourth quarter and by 70% for the entire fiscal year, reaching $1.9 billion.This was significantly less noticeable at the top end of their customer base and more noticeable among foreign, SMB, and commercial clients.In addition, they intend to acquire LeapYear Technologies to improve their data clean room capabilities and cloud-based data warehousing business.

Snowflake Inc.: Acquisition Of LeapYear Technologies & Other Drivers

<ul><li>Snowflake delivered yet another all-around beat as the company continues to achieve robust growth along with improved unit economics, operational profit, and free cash flow.</li><li>Despite the weakening global macro context, Snowflake’s data strategy for contemporary businesses and institutions has helped it survive.</li><li>Besides, the Snowflake Data Cloud continues to be well-received by major businesses and institutions.</li></ul>

Snowflake delivered yet another all-around beat as the company continues to achieve robust growth along with improved unit economics, operational profit, and free cash flow.Despite the weakening global macro context, Snowflake’s data strategy for contemporary businesses and institutions has helped it survive.Besides, the Snowflake Data Cloud continues to be well-received by major businesses and institutions.

Snowflake Inc: Investment In OpenAP & Other Drivers

United States

Snowflake Inc. provides software solutions. The Company develops database architecture, data warehouses, query optimization, and parallelization solutions. Snowflake serves customers worldwide.

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Snowflake (SNOW US)

The Weekly Market Monitor (31) – Bye, Bye, Triple-A

The US has lost the Triple A-rating, which, unlike many suggest, will have major implications. If not in the short run, then definitely in the long...

Jeroen Blokland

Snowflake Inc.: Marked Progress In The Data Cloud Through Generative AI Could Be A Game Changer – Key Drivers

Snowflake managed to exceed analyst expectations in terms of revenue as well as earnings. Revenue for the first quarter shows outstanding success...

Baptista Research

Weekly Stock Bullfinder - Week of 3/27

Tech Heavyweights Shouldering the Load- Caution Flags Waving Since the end of 2022, few and fewer big cap tech names are now carrying the overall...

Weekly Stock Bull Finder

Snowflake Inc.: Acquisition Of LeapYear Technologies & Other Drivers

Snowflake had a good quarter, with product revenue increasing by 54% in the fourth quarter and by 70% for the entire fiscal year, reaching $1.9...

Baptista Research

Snowflake Inc: Investment In OpenAP & Other Drivers

Snowflake delivered yet another all-around beat as the company continues to achieve robust growth along with improved unit economics, operational...

Baptista Research

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