Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 5/1/2020
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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Amazon 1Q20: The Everything Stor(Y)
We have been longtime Amazon.com Inc (AMZN US) bulls who remain long and would aggressively buy any substantive market-wide pullback in the coming...
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1Q20 Digital Marketing Recap: The Power of Measurable ROI
Over the past two weeks we saw Snap, Google, Facebook, and Twitter all report earnings, and the stocks mostly reacted very positively.The key...
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Stream Wars - Twitch Still King, Facebook Gaming Gaining Fast
Twitch still leads the game streaming industry by a large margin but it has been stagnant in terms of total hours watched for most of 2019. The...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/24/2020
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...
286 Views