One "Better" Quality Pick to Consider to Participate in the Future of Japan
Warren Buffett's Berkshire Hathaway
492 Views
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...
286 Views
Global Active Equity: Managers Ramp up Software Holdings
As Software companies look to become the key beneficiaries of a post-COVID world, we analyse allocations among active Global managers. We find...
205 Views
Procore Technologies. Will the Construction Management Software Unicorn Go Public This Year?
Due to emerging COVID-19 crisis market leader and high-growth vertical SaaS company Procore Technologies postponed its IPO in April and raised...
584 Views
Amazon 2Q20: Goliath Is Still….Cheap?
We have been longtime Amazon.com Inc (AMZN US) bulls who remain long and think the outsized growth and profitability shown in 2Q20 is just the...
312 Views