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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TME: Paying User Conversions and Reasonable Valuation Make This an Opportune COVID Play
Tencent Music Entertainment (TME) reported its 4Q2019 and full-year 2019 results yesterday after market. The revenue grew 34% YoY during the year...
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ByteDance Launches Music Streaming App in an Overcrowded Indian Music Streaming Market
Following in the huge success of its Tik Tok App, ByteDance has launched a stand-alone full music streaming app in India called Resso. The app is...
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Tencent Led Consortium Buys 10% of Universal Music Group
It was reported by several news media that a consortium led by Tencent Holdings has agreed to buy 10% of Universal Music Group (UMG) from French...
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Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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