TMT Weekly: 3 Things that Stood Out The Week of 9/4/2020
Lots of interesting things so Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to...
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Global Active Equity: Managers Ramp up Software Holdings
As Software companies look to become the key beneficiaries of a post-COVID world, we analyse allocations among active Global managers. We find...
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Procore Technologies. Will the Construction Management Software Unicorn Go Public This Year?
Due to emerging COVID-19 crisis market leader and high-growth vertical SaaS company Procore Technologies postponed its IPO in April and raised...
583 Views
Amazon 2Q20: Goliath Is Still….Cheap?
We have been longtime Amazon.com Inc (AMZN US) bulls who remain long and think the outsized growth and profitability shown in 2Q20 is just the...
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Intel. The Competitive Threat That Is ARM.
Apple's long-awaited decision to ditch Intel in favour of its own custom silicon based on ARM was finally announced on June 22 last. Apple sold...
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