Disney Revisited: Still a Long (Time From Now), When People Are (No Longer) Far Far Away.
We wrote about Disney at the outset of COVID-19, thinking that its dramatic drawdown was overdone – essentially arguing that consumer behavior...
359 Views
Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/24/2020
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...
299 Views
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...
343 Views
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...
270 Views
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...
338 Views