Zoom Video Communications: What Goes Up Must Come Down
We think the Zoom bubble is going to pop. Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/20/2020
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...
250 Views
Nutanix Buy This SaaS Transition at a Discount IV (Technicals, Management, Culture)
This case study evaluates Nutanix Inc (NTNX US)'s business fundamentals, unit economics, valuation, investors, management and culture. A 2016...
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Nutanix Buy This SaaS Transition at a Discount I (Fundamentals)
This case study evaluates Nutanix Inc (NTNX US)'s business fundamentals, unit economics, valuation, investors, management and culture. A 2016...
360 Views
Ping Identity Holding Corp IPO Preview
Ping Identity Holding Corp (PING US) is a Denver Co-based company which specializes in securing digital access for enterprises through an...
408 Views