Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/20/2020
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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The Month the World Stood Still (Part II) - The Cost Could Be Less than the Announced Stimulus
With COVID-19 and stimulus packages being in the news day in and day out, here are my two cents on what policy makers need to do to get over this...
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The Month the World Stood Still - A Novice Small Business Guide to Avoiding a Long Recession
With COVID-19 and stimulus packages being in the news day in and day out, here are my two cents on what policy makers need to do to get over this...
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Stocks to Work into on March Weakness
Amazon.com Inc (AMZN US)Microsoft Corp (MSFT US)Samsung Electronics (005930 KS)Samsung SDI Co Ltd (006405 KS)Larsen & Toubro (LT IN)ICICI Bank...
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Slack in the Guidance: 4Q20 Earnings Review
15! That was the number of times Microsoft Teams was mentioned on Slack’s 4Q20 earnings call. This quarter saw a billings beat, which was likely...
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