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Microsoft Corp (MSFT US)
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734
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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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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
268 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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341 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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475 Views
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bullish
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Thematic (Sector/Industry)
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22 Mar 2020 03:41
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...
Aaron Gabin
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260 Views
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bullish
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Thematic (Sector/Industry)
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19 Mar 2020 14:35
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...
Sumeet Singh
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465 Views
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