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...
365 Views
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...
341 Views
One "Better" Quality Pick to Consider to Participate in the Future of Japan
Warren Buffett's Berkshire Hathaway
503 Views
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...
297 Views
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...
215 Views