Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 5/1/2020
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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Amazon 1Q20: The Everything Stor(Y)
We have been longtime Amazon.com Inc (AMZN US) bulls who remain long and would aggressively buy any substantive market-wide pullback in the coming...
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1Q20 Digital Marketing Recap: The Power of Measurable ROI
Over the past two weeks we saw Snap, Google, Facebook, and Twitter all report earnings, and the stocks mostly reacted very positively.The key...
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Pexip IPO Initiation: Zoom, Zoom, Splutter?
Pexip (PEP NO) is a Norwegian videoconferencing company and is a Zoom Video Communications Inc (ZM US) rival. Pexip has announced that it will seek...
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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...
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