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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Match Group (MTCH): Tinder Can Burn
We have been examining the IAC/InterActiveCorp (IAC US). Our headline take is we like ANGI ANGI Homeservices (ANGI US) and IAC as longs, and while...
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Weibo (WB): Zero Growth in 2Q19, Dead as a Political Forum, 40% Downside
In 2Q19, the revenue growth plunged to zero, but the operating margin was still stable. We apologized that we picked P/E valuation between P/E and...
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Monetisation of International Markets Occuring Faster Than Expected; Getting Closer to Profitability
Pinterest Inc (PINS US) reported its 2Q 2019 financial results yesterday (1st August 2019). Pinterest reported revenue of $261m (+62% YoY) for 2Q...
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