Macau Legend (1680 HK): Mandatory General Offer
Levo Chan Weng-lin, chief executive of Macau's junket brand Tak Chun Group, bought a 20.65%t stake (~US$173mn) in Macau Legend Development (1680...
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DraftKings: First Round Pick
Our investment philosophy attracts us to investing behind THE major secular trend in the world today…offline to online transition of massive TAMs....
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IAC / ANGI 2Q20: Doubling Down
We have always enjoyed following IAC because we share a worldview with management about investing behind THE major secular trend in the world...
313 Views
Crown: Blackstone's Passive Bet, For Now
On the 29 April, Melco International Development (200 HK) announced Melco Resorts & Entertainment (MLCO US) had sold its 9.99% stake in Crown...
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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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