Investing in Indian Cricket: Can the Likes of Dream11 Fill the Void?
Last week, an article on Bloomberg suggested that the likes of Alibaba Group (BABA US) and Tencent Holdings (700 HK) are pouring cash into India’s...
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Coronavirus as Secular Accelerator II: US Media/Telco 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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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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No Tourists and Park Closure Extended till April Due to COVID-19, Yet the Share Price Is Strong
Oriental Land (4661 JP), the operator of the Tokyo Disney Resorts extended the temporary closure of Tokyo Disneyland and Tokyo DisneySea till...
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