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...
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Coronavirus as Secular Accelerator I: Internet, SMIDcap Edition
In our weekly notes, we’ve been circling around an insight that is beginning to crystallize. Covid 19 is an accelerator of secular shifts in...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/10/2020
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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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/3/2020
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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What Are US Smartphone Users Downloading While in Lockdown?
In this note, we look at the Google Play rankings of some popular mobile apps in the US, offered by public companies and potential IPO candidates,...
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