Jio-Facebook Deal: Eureka Moment for Jio-Mart?
In a time where the nation is burdened by the ill-effects of Covid-19 for over a month along with the recent super-crash in crude prices, Reliance...
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SNAP: 1Q20 Business Is Crackling and Popping
We’ve been writing about secular acceleration beneficiaries over the past few weeks, and have been pointing towards SNAP as a good example of a...
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Facebook (FB US) | FB Shareholders Have Little to Rejoice About India's Jio Platforms
In this Insight, we give you an overview of the potential impact of the recently announced deal between Facebook Inc A (FB US) and Reliance...
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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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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...
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