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...
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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 4/17/2020
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...
288 Views
Global Telcos: An Overlooked COVID Play
The spreading of COVID-19 has challenged the existence of most companies around the world. However, the share prices of communication platforms...
314 Views
MergerTalk:T-Mobile US/Sprint-Why A Price Reset For This Deal Is Not Inevitable
The regulatory path to deal completion is virtually guaranteed following US District Court threw out the States AGs case against the merger. While...
368 Views