Ansys Inc. - Investment Thesis
Engineering software provider, Ansys delivered a decent result with a 21% increase in the top-line driven by a strong performance in the high tech...
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Ansys Inc. - Investment Thesis
Ansys has reached the target price from our last report as the company was comfortably able to beat its financial guidance across all its key...
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U.S. Equity Strategy: Several Indicators Suggest a Pullback Likely
Despite the bulls still being in control, we have several ongoing concerns and we cannot rule out the potential for a pullback. Below we highlight...
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U.S. Equity Strategy: Growth Surging Relative to Value
As we head into Q4 earnings season we remain bullish on the broad market. Our bullish outlook is supported by the themes highlighted in this...
376 Views
Guidewire Software: Short This SaaS Transition III (Management, Culture, Valuation)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
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