Global Equity Strategy: Support Levels Holding; Bullish Outlook Intact
As long as support levels hold and market dynamics remain positive, our outlook remains bullish and we continue to view any weakness as a buying...
309 Views
Guidewire Software: Short This SaaS Transition III (Management, Culture, Valuation)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
920 Views
Guidewire Software: Short This SaaS Transition II (Building the Short Case)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
1.1k Views
Guidewire Software: Short This SaaS Transition I (Fundamentals)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
674 Views
Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
415 Views