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Microsoft Corp (MSFT US)
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711
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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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bearish
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Thematic (Sector/Industry)
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19 Apr 2020 09:32
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...
Aaron Gabin
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269 Views
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bearish
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Zoom Video Communications Inc
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03 Apr 2020 03:16
Zoom Video Communications: What Goes Up Must Come Down
We think the Zoom bubble is going to pop. Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek...
Aaron Gabin
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342 Views
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bullish
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Thematic (Sector/Industry)
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30 Mar 2020 13:24
What Are US Smartphone Users Downloading While in Lockdown?
In this note, we look at the Google Play rankings of some popular mobile apps in the US, offered by public companies and potential IPO candidates,...
Supun Walpola
265 Views
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bearish
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Thematic (Sector/Industry)
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29 Mar 2020 04:12
Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/27/2020
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...
Aaron Gabin
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338 Views
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bearish
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HKEX
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24 Mar 2020 10:38
COVID-19: A Brutal Lesson in Sustainability and Systemic ESG Risk
The COVID-19 pandemic is, above all else, a human health crisis. But it's a multidimensional crisis that serves as a poignant lesson in global...
Kyle Rudden
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466 Views
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