Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 5/1/2020
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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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/24/2020
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...
286 Views
Netflix: Short Peak Netflix
We have been longtime fans of Netflix the product and Netflix’s management team can rightfully be described as visionary. They had the vision to...
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Coronavirus as Secular Accelerator II: US Media/Telco 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...
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TMT Corona Virus Selloff Opportunities: Disney
We write this note as we see US futures trading down close to 5%. So...there is a good chance Disney becomes even more attractive tomorrow....
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