Coupa Software: Entry Point on an Expensive SaaS Compounder.
Summary: Coupa Software, a SaaS-based spend management platform whose network-effects driven moat compels customers, suppliers, and partners to...
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Zoom Video Communications: What Goes Up Must Come Down
We think the Zoom bubble is going to pop. Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek...
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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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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/27/2020
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...
336 Views
COVID-19: A Brutal Lesson in Sustainability and Systemic ESG Risk
The COVID-19 pandemic is, above all else, a human health crisis. But it's a multidimensional crisis that serves as a poignant lesson in global...
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