3Q20 Best Bets: Mega Cap Wins
Some top of mind thinking about large cap TMT earnings heading into the thick of the meat grinder which is earnings season. We like secular...
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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...
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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...
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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...
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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...
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