TMT & Consumer Independent Equity Research Analyst, Obex Capital Research

Aaron Gabin

TMT & Consumer Independent Equity Research Analyst

TMT & Consumer Independent Equity Research

Obex Capital Research

“Obex” is Latin for Barriers to Entry. Obex Capital Management’s investment philosophy is driven by an intense focus on which business model’s Barriers to Entry are able to withstand the ever increasing competitive disruption in the TMT and Consumer Sectors.

Equity Bottom-Up

<ul>
<li>Snap had yet another earnings related meltdown as management has lost all credibility in forecasting its business. </li>
<li>Because co-founders Spiegel and Murphy have 99.5% voting shares, there is not an opportunity for an activist to fix the situation like Pinterest and Twitter.</li>
<li>The issues plaguing Snap are likely not hurting META as much given a broader ad base, better ROI on its ads, and a mgmt team that has already guided down.</li>
</ul>


Snap had yet another earnings related meltdown as management has lost all credibility in forecasting its business. 
Because co-founders Spiegel and Murphy have 99.5% voting shares, there is not an opportunity for an activist to fix the situation like Pinterest and Twitter.
The issues plaguing Snap are likely not hurting META as much given a broader ad base, better ROI on its ads, and a mgmt team that has already guided down.


Founder & CEO Bond Angle, LLC, Bond Angle, LLC

Vicki Bryan

Founder & CEO Bond Angle, LLC

Bond Angle, LLC

Insightful commentary and analysis on bond markets and market movers, including financial, economic, and industry catalysts and management shenanigans. 

High yield market investment research

Credit

<ul>
<li>
Delaware Chancery Court rejected Elon Musk's excessive demand for more time to support his dubious claims against Twitter than he took to create and ram through his hostile buyout.</li>
<li>
Twitter's solid legal case against Musk improves odds the sale of the company could be court-ordered before year end.</li>
<li>If so, this is by far the best outcome for Twitter's wary bondholders.</li>
</ul>



Delaware Chancery Court rejected Elon Musk's excessive demand for more time to support his dubious claims against Twitter than he took to create and ram through his hostile buyout.

Twitter's solid legal case against Musk improves odds the sale of the company could be court-ordered before year end.
If so, this is by far the best outcome for Twitter's wary bondholders.


Finally, Hopeful News For Twitter Bondholders: Court Grants Fast-Track Trial Against Elon

<ul>
<li>
Tesla announced 3-1 Stock Split in a down market plus a surprising board shakeup as Larry Ellison quietly exits. 
</li>
<li>Is this another red flag with Elon's troubled funding for his messy Twitter buyout?</li>
<li>If so, this could trigger a stampede to the exits for already wary investors in Elon's now comically overpriced hostile buyout of Twitter
</li>
</ul>



Tesla announced 3-1 Stock Split in a down market plus a surprising board shakeup as Larry Ellison quietly exits. 

Is this another red flag with Elon's troubled funding for his messy Twitter buyout?
If so, this could trigger a stampede to the exits for already wary investors in Elon's now comically overpriced hostile buyout of Twitter



Plunging Tesla Stock to Split 3-1; Larry Ellison Chooses Now to Leave Board—and Twitter Deal?

<ul>
<li>
Elon can't get out of his stupidly overpriced, but solidly binding agreement to buy Twitter. But he can tie it up in court indefinitely. </li>
<li>Meanwhile, Twitter's prospects for operational improvement are mixed at best.</li>
<li>Twitter is left in limbo, as are its investors. What should bondholders do?
</li>
</ul>



Elon can't get out of his stupidly overpriced, but solidly binding agreement to buy Twitter. But he can tie it up in court indefinitely. 
Meanwhile, Twitter's prospects for operational improvement are mixed at best.
Twitter is left in limbo, as are its investors. What should bondholders do?



Elon's Trying To Get Out Of Buying Twitter—As We Knew He Would

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Capital Markets

<ul><li>Few stocks have been in the news as much as Twitter off late, given the huge media attention after Elon Musk’s bid to acquire the social media giant.</li><li>It is worth highlighting that Twitter delivered a mixed set of results last year, with a rise in revenue but a fall in earnings.</li><li>We also have a dedicated analysis of the company's Environmental, Social, and Governance (ESG) risk scores in order to evaluate the sustainability risk.</li></ul>

Few stocks have been in the news as much as Twitter off late, given the huge media attention after Elon Musk’s bid to acquire the social media giant.It is worth highlighting that Twitter delivered a mixed set of results last year, with a rise in revenue but a fall in earnings.We also have a dedicated analysis of the company's Environmental, Social, and Governance (ESG) risk scores in order to evaluate the sustainability risk.

Twitter Inc.: Is Musk’s $44B Bid Really Above Twitter’s Intrinsic Value? Find Out & Read The Key Drivers

United States

Twitter, Inc. provides online social networking and microblogging service. The Company offers users the ability to follow other users activity, read, and post tweets. Twitter serves customers worldwide.

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Twitter Inc (TWTR US)

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Aaron Gabin

Finally, Hopeful News For Twitter Bondholders: Court Grants Fast-Track Trial Against Elon

Elon had demanded 2-3x more time to support his dubious claims of securities fraud against Twitter than he took to commit securities fraud by...

Vicki Bryan

Plunging Tesla Stock to Split 3-1; Larry Ellison Chooses Now to Leave Board—and Twitter Deal?

Tesla announced 3-1 Stock Split in a down market plus a surprising board shakeup as Larry Ellison quietly exits. Is this another red flag with...

Vicki Bryan

Elon's Trying To Get Out Of Buying Twitter—As We Knew He Would

Elon can't get out of his stupidly overpriced, but solidly binding agreement to buy Twitter. But he can tie it up in court indefinitely. What...

Vicki Bryan

Twitter Inc.: Is Musk’s $44B Bid Really Above Twitter’s Intrinsic Value? Find Out & Read The Key Drivers

Few stocks have been in the news as much as Twitter off late, given the huge media attention after Elon Musk’s bid to acquire the social media...

Baptista Research

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