Independent research on the U.S. markets, Baptista Research

Baptista Research

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.

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>The Trade Desk, during its Q1 2024 earnings, reported a promising start to the year, with a revenue growth of 28%, accelerated on both a sequential and year-over-year basis, and outpacing the digital advertising industry.</li><li>The call highlighted the strong performance of the open internet, with more than 90% of the largest 200 advertisers worldwide running advertising campaigns on the company's platform over the past year.</li><li>The fastest-growing channel was Connected TV (CTV), wherein partnerships with industry giants such as Disney, NBCU, Walmart, Amazon, Roku, and LG Electronics have offered advertisers more opportunities.</li></ul>

The Trade Desk, during its Q1 2024 earnings, reported a promising start to the year, with a revenue growth of 28%, accelerated on both a sequential and year-over-year basis, and outpacing the digital advertising industry.The call highlighted the strong performance of the open internet, with more than 90% of the largest 200 advertisers worldwide running advertising campaigns on the company's platform over the past year.The fastest-growing channel was Connected TV (CTV), wherein partnerships with industry giants such as Disney, NBCU, Walmart, Amazon, Roku, and LG Electronics have offered advertisers more opportunities.

The Trade Desk Inc.: Increasing Adoption of Open Internet Promoting High CPMs and Better Ad Experiences! - Major Drivers

Trade Desk /

The Trade Desk Inc.: Increasing Adoption of Open Internet Promoting High CPMs and Better Ad Experiences! - Major Drivers