TMT Weekly: 3 Things that Stood Out Week of 5/8/2020
Paypal and Activision reported earnings last week…both were crowded longs going into earnings, which had proven to be tough setups for NFLX and...
242 Views
Coronavirus as Secular Accelerator III: Fintech / Software Edition
Covid 19 is an accelerator of secular shifts in consumer and corporate preferences that is magnifying (or will magnify) those business models most...
243 Views
Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/10/2020
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...
329 Views
XERO: A Beautiful Business but Not Pricing in Much in the Way of an SME Rout
Xero Ltd (XRO AU) (Mcap: US$6bn, ADV: US$35m) is as its tagline says a "beautiful business". The company is a classic SaaS business offering cloud...
411 Views
Trade/Investment Ideas from 2019/20 IPOs - Mostly IN, SG and AU
Since the start of 2019 till date, we have covered 96 IPOs. Despite the market turmoil over the past two months, over a third, or 40 IPOs remain...
309 Views