Disney: Listen to Loeb
Disney's stock has languished this year due to the havoc COVID has unleashed on its business model. It should use the opportunity to spend more on...
303 Views
Thai Media Spotlight: Collapse or Redemption?
Even as the rest of Thailand re-emerges to some level of normalcy after the worst phases of the lockdo
256 Views
The COVID-19 Pandemic and Semiconductors
The COVID-19 pandemic has caused profound business shifts,
542 Views
Postcard from the North East | Savings Now Running Out; Market Share Gains for Organised Players
Thie Monthly Insight ai
344 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...
288 Views