Guidewire Software: Short This SaaS Transition II (Building the Short Case)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
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Guidewire Software: Short This SaaS Transition I (Fundamentals)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
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Health Care Business Services Offers Attractive Entry Point -- Add Exposure
Our Group HC-30, Health Care Business Services, is focused on harnessing technology to create solutions that improve patient outcomes and create...
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