TMT Megacap Earnings Observations: Google & Microsoft
We were wildly impressed by Google's quarter. Microsoft continues to chug along...our takeaway from the two is Amazon is primed for a monster print...
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Snap: Forget Twitter, Look Out Facebook
We continue to push Snap as a core long...and are probably even more bullish today then we were a year ago. Facebook's market cap is 10x Snap's. We...
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Japan Fintech - Google Push into Mobile Payments Could Raise Competitive Intensity
Google is considering an acquisition that would allow it to compete directly in JP mobile payments. It lacks a direct consumer business but Android...
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2H21 Obex Research Long Portfolio
Some updated thinking around our long portfolio: more bullish Google, Netflix, and Match, less bullish Snowflake, Facebook. And thinking about...
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XPER: OTT Streaming New Revenue
Xperi (XPER) announced the renewal of its license agreement with Alphabet (GOOGL) for XPER’s entire patent portfolio. This OTT license renewal...
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