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...
445 Views
TMT (AAPL) Weekly: 3 Things that Stood Out The Week of 8/14/2020
This week, a bunch of Apple related news caught our eye, and the many companies that would be impacted by changes to the appstore, privacy...
349 Views
Tencent - Untangling Trump
*Implications of Executive Order: On August 6, 2020, the Trump administration issued a pair of executive orders directed at mainland Chinese...
530 Views
Spotify 2Q20 Earnings: Purple Haze
Purple haze, all in my brainLately things don't seem the sameActin' funny, but I don't know why'Scuse me while I kiss the skySpotify’s market cap...
412 Views
TMT Weekly: 3 Things that Stood Out The Week of 7/24/2020
A few items that caught our eye this past week Alphabet Inc Cl C (GOOG US) removal of Shopping commissions, the "impact" of the Facebook Inc A (FB...
395 Views