Marriott International Inc. - Investment Thesis
This is our first report on hospitality behemoth, Marriott International, Inc., arguably one of the worst-affected companies by the Covid-19...
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Shangri-La Asia (69 HK): Stay Safe
Based on the average price to book - pre-COVID - I would expect around 33% upside from here, or HK$10.80/share, where it traded as recently as May...
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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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Cybersecurity and ESG: Beyond the Breach
Cybercrime is the greatest threat to every company in the world. – Ginni...
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U.S. Equity Strategy: Taking a Breather
As the broad market takes a breather, the weight of the evidence continues to support our belief that we are in the early stages of a broad-based...
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