Guidewire Software: Short This SaaS Transition III (Management, Culture, Valuation)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
922 Views
Guidewire Software: Short This SaaS Transition I (Fundamentals)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
677 Views
U.S. Equity Strategy: Cyclicals Remain Leadership - Staples & Utilities Are Strengthening
Investors continue to prefer the stability of the U.S. relative to emerging markets. The recent declines recorded in emerging markets and their...
466 Views
USD Breakout; Foreign Markets Reeling
Turmoil in Turkey and a collapsing lira has led to a breakout in the USD and global equity market weakness. Emerging and developed markets outside...
490 Views