Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/17/2020
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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Peloton: On a Road to Nowhere
Summary: Peloton Interactive, the leading interactive fitness platform has an unsustainable growth algorithm. Profitability is dependent upon an...
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Lenovo: Does This Fallen Angel's Redemption Lie in an LBO
Lenovo, the world’s largest personal computer vendor (by unit sales) is currently trading close to its 12-month low at HK$3.89 per share. The...
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AAPL Supply Chain COVID-19 Disruption March Update
We summarize key takeaways for our checks with the Asian semi supply chain relevant to AAPL’s H1 production and the iPhone 12 launch schedule...
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China Internet Weekly (30Mar2020): Photos of Crowded Apple Retail Store, Dispute of BABA Vs. PDD
The Apple (APPL) retail store in the city center of Shanghai was crowded last weekend. China will lift the lockdown over Wuhan on April 8. Alibaba...
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