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Microsoft Corp (MSFT US)
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734
Analysis
Information Technology
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United States
Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.
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bullish
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JFrog
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07 Sep 2020 12:23
JFrog IPO Preview
JFrog is getting ready to complete its IPO in the U.S. stock market in the coming weeks. Although JFrog is a smaller company than Palantir or...
Douglas Kim
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379 Views
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bearish
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Tesla
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05 Sep 2020 22:17
TMT Weekly: 3 Things that Stood Out The Week of 9/4/2020
Lots of interesting things so Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to...
Aaron Gabin
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288 Views
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bullish
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Walmart
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31 Aug 2020 12:52
Walmart Enters as the Latest Bidder for TikTok: Can Walmart Overcome Retail Rivalry from Amazon?
In our previous insights, we discussed TikTok’s potential sale of its business in the United States, Canada, Australia and New Zealand to...
Shifara Samsudeen, ACMA, CGMA
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332 Views
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bullish
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Quantitative Analysis
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26 Aug 2020 05:19
Global Active Equity: Managers Ramp up Software Holdings
As Software companies look to become the key beneficiaries of a post-COVID world, we analyse allocations among active Global managers. We find...
Steven Holden
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209 Views
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bullish
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Sony Corp
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19 Aug 2020 14:49
Sony – Narrowing Down Potential PS5 and Xbox Series X/S Prices
Both Sony and Microsoft have been unusually tight-lipped about pricing for next generation consoles. Given the important role that pricing appears...
Mio Kato
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362 Views
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