Amazon: Return of the King
We have been longtime Amazon.com Inc (AMZN US) bulls who recognize that entry points over the last decade have been few and far between. We...
426 Views
Slack: Microsoft No Longer Cutting Them Any, Flipping to a Short.
We have previously been long biased on Slack Technologies Inc (WORK US) , though extremely cautious on its valuation. Three datapoints in the past...
489 Views
U.S. Equity Strategy: Bullish Outlook Intact
Amid rising Middle East tensions, investors have moved to safe-havens including Treasuries and gold, all while having a muted effect on the US...
431 Views
Cloud Wars: AWS’ Declining Growth and Margins Vs Overvalued Azure
Over the past few years, Amazon.com Inc (AMZN US)’s and Microsoft Corp (MSFT US)’s valuations have been driven by their cloud businesses, AWS and...
468 Views
ANGI Homeservices (ANGI): Fixed Price Will Fix the Price II (Model, Valuation, Management).
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
437 Views