TikTok: Microsoft's "Console-Ation" Prize
The TikTok saga is far from over. Heck, by the time you read this, China or Trump may have e
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Snowflake: Making It Rain
We've looked into many IPOs over the last 20 years, and think Our investment philosophy attracts us to investing behind THE major secular trend in...
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Coupa 2Q21: P/S Multiples Are Coup-Ed Up
We have been pitching Coupa as a long since the March bottom, and have been Obex’s fundamental research process is focused on secular change in...
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One "Better" Quality Pick to Consider to Participate in the Future of Japan
Warren Buffett's Berkshire Hathaway
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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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