logo
bullish

Alphabet

2H21 Obex Research Long Portfolio

279 Views11 Jul 2021 01:31
Some updated thinking around our long portfolio: more bullish Google, Netflix, and Match, less bullish Snowflake, Facebook. And thinking about getting long some DIDI!
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 4-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Aaron Gabin
TMT & Consumer Independent Equity Research Analyst
Obex Capital Research
United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)
Price Chart(Sign Up to Access)
analytics-chart

Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.40.5

x