U.S. Equity Strategy: Up and to the Right
In this publication we outline our U.S. equity strategy, and provide a detailed analysis and actionable ideas within each of our 12 Sectors. The...
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Crowdstrike (CRWD): Thunderstruck Part II
Obex Capital Management’s investment process seeks to differentiate between fundamental business analysis and security analysis. Before deciding if...
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Crowdstrike (CRWD): Thunderstruck Part I
Obex Capital Management’s investment process seeks to differentiate between fundamental business analysis and security analysis. Before deciding if...
481 Views
Crowdstrike IPO: Protecting the Cloud but Not Your Portfolio
Crowdstrike Holdings Inc (CRWD US) is a cloud-based, endpoint security provider due to list on the 12th of Jun with an expected market cap of...
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Does SoftBank (9984 JP) = Masayoshi Son?
In this note, we consider the issues around key man risk and discuss to what extent Softbank Group (9984 JP) exists with or without the leadership...
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