Softbank Group: An Update on Vision Fund Companies and Trading Volumes
With restructuring plans and FY19 operating losses already announced, the volatility around Softbank Group has eased but concerns on Vision Fund...
256 Views
Stream Wars - Twitch Still King, Facebook Gaming Gaining Fast
Twitch still leads the game streaming industry by a large margin but it has been stagnant in terms of total hours watched for most of 2019. The...
278 Views
Kingsoft Cloud (金山云) Pre-IPO: Thoughts on Peers and Valuation
Kingsoft Cloud is a subsidiary of Hong Kong-listed Kingsoft (3888 HK) and a leading cloud provider in China. The company has filed its prospectus...
577 Views
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...
279 Views
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...
347 Views