TMT Weekly: 3 Things that Stood Out The Week of 5/22/2020
A few items that caught our eye this past week - Snap Inc (SNAP US) Map feature, Spotify Technology Sa (SPOT US) unwarranted move up, and some...
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Spotify: The Day the Music Died
Ok...so the day that the music died for Spotify isn't today. When we began writing about Spotify's most recent quarter, it was meant to be more...
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What Are US Smartphone Users Downloading While in Lockdown?
In this note, we look at the Google Play rankings of some popular mobile apps in the US, offered by public companies and potential IPO candidates,...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/20/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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TME: Paying User Conversions and Reasonable Valuation Make This an Opportune COVID Play
Tencent Music Entertainment (TME) reported its 4Q2019 and full-year 2019 results yesterday after market. The revenue grew 34% YoY during the year...
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