Postcard from the North East | Savings Now Running Out; Market Share Gains for Organised Players
Thie Monthly Insight ai
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TMT Weekly: 3 Things that Stood Out The Week of 9/4/2020
Lots of interesting things so Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to...
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Things People Believe: Flat Earth, Faked Moon Landings, and Tesla $2100
Tesla Motors (TSLA US) stock closed near $2,100 per share on Friday, making it more expensive at more than $381 billion versus the combined equity...
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Sea Ltd (SE US) - E-Commerce Epiphany
All eyes were on Sea Ltd (SE US), South East Asia's biggest market cap company, ahead of the release of its 2Q2020 results yesterday. Revenue...
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TMT (AAPL) Weekly: 3 Things that Stood Out The Week of 8/14/2020
This week, a bunch of Apple related news caught our eye, and the many companies that would be impacted by changes to the appstore, privacy...
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