Airbnb Pre-IPO – Travelling Down an Actual Path to Profitability
Airbnb has confidentially filed for an IPO pointing to a likely raising of capital in contrast to earlier plans for a direct listing. This is...
385 Views
In Effort to De-List from NASDAQ, Trip.com Unlikely to Find Many Eager Buyers
On July 28, several media sources speculated that Trip.com (TCOM US) was working to de-list from NASDAQ. Rising China-US political tensions and...
321 Views
TMT (Mid) Weekly: 3 Things that Stood Out: Twitter, FB>Google, and TikTok
So much for a slow week...lot of online advertising newsflow we wanted to comment on.Obex’s fundamental research process is focused on secular...
335 Views
Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/17/2020
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...
288 Views
Coronavirus as Secular Accelerator I: Internet, SMIDcap Edition
In our weekly notes, we’ve been circling around an insight that is beginning to crystallize. Covid 19 is an accelerator of secular shifts in...
379 Views