Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/20/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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Social Distancing? Don’t Stay Away from This Crowd (Strike)
Crowdstrike Holdings Inc (CRWD US) considered the impacts that Coronavirus is having on end market demand and its sales channel before issuing its...
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Softbank Group: Buyback Upside May Be Mitigated by Pandemic Worries
Softbank's share buyback could have less of an impact on the holding company discount than previous efforts thanks to volatility in its US...
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Slack in the Guidance: 4Q20 Earnings Review
15! That was the number of times Microsoft Teams was mentioned on Slack’s 4Q20 earnings call. This quarter saw a billings beat, which was likely...
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Softbank G: Pandemic Read Across from Vision Fund Losses, WeWork Worries Drive Discount Higher
Softbank is trading down as the near-record stock market declines in the US roll into Japan. With an 8% overnight decline in the Vision Fund's...
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