SNAP 2Q20: Snap up the Pullback
We have been bullish on Snapchat since the pandemic began for the simple reason that coming out of recessions, “Do More with Less” thinking...
426 Views
TMT (Mid) Weekly: 3 Things that Stood Out: Twitter, FB>Google, and TikTok
So much for a slow week...lot of online advertising newsflow we wanted to comment on.Obex’s fundamental research process is focused on secular...
413 Views
ANGI: Surprisingly Resilient
In the past few days, IAC, ANGI, and MTCH all reported earnings. The main takeaway? Their businesses are seeing an acceleration in the LT secular...
315 Views
Match: Closing Out the Short
In the past few days, IAC, ANGI, and MTCH all reported earnings. The main takeaway? Their businesses are seeing an acceleration in the LT secular...
314 Views
SNAP: 1Q20 Business Is Crackling and Popping
We’ve been writing about secular acceleration beneficiaries over the past few weeks, and have been pointing towards SNAP as a good example of a...
418 Views