1H22 Obex Research Long Portfolio
With the big rate driven selloff in growth stocks, we highlight our top long ideas including ON Semi, Palo Alto Networks, Alibaba, Amazon, and...
NASDAQ 100 Index Rebalance: Six Changes at the Annual Reconstitution
There are 6 changes for the NASDAQ-100 index at the annual December reconstitution. Apart from the flows on the adds and deletes, there will be...
Crowdstrike FY3Q22: Platform, Not Endpoint
Another strong beat and raise despite overblown competitive concerns. Revenue growth (+64%), Margin expansion (+520bps) and FCF generation (32% FCF...
Smartkarma Originals