Disney: Listen to Loeb
Disney's stock has languished this year due to the havoc COVID has unleashed on its business model. It should use the opportunity to spend more on...
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Thai Media Spotlight: Collapse or Redemption?
Even as the rest of Thailand re-emerges to some level of normalcy after the worst phases of the lockdo
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The COVID-19 Pandemic and Semiconductors
The COVID-19 pandemic has caused profound business shifts,
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Postcard from the North East | Savings Now Running Out; Market Share Gains for Organised Players
Thie Monthly Insight ai
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TMT Weekly: 3 Things that Stood Out The Week of 9/4/​​​​2020
Lots of interesting things so Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to...
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