Tyler Technologies Inc.: Investment Thesis
Tyler Technologies' recent financial results continued to build on the positive momentum it established in the first three quarters, ensuring a...
13 Views
Tyler Technologies Inc. - Investment Thesis
Tyler Technologies has zoomed past the target price from our previous report as the company reported a stellar result surpassing Wall Street...
8 Views
Palantir DPL Valuation Analysis
Our valuation analysis suggests an implied market cap of $29.7 billion and a target price of $13.7 per share for Palantir (49% higher than the base...
415 Views
Tesla: S&P500 Inclusion Secured?
On 22 July, Tesla Motors (TSLA US) reported a profit for Q2 2020 making it the fourth consecutive quarterly profit. Hitting that milestone makes...
562 Views
Guidewire Software: Short This SaaS Transition III (Management, Culture, Valuation)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
906 Views