Facebook: Going Full Alibaba?
Facebook announced an integrated eCommerce feature this week. The stock was up 10%. We think that was waaaay low.Obex’s fundamental research...
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After Covid: The Future for Japanese Retail: Winners & Losers
No one really knows what will happen after the initial shock of the coronavirus fades away. Many observers in Japan, expert and otherwise, are...
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TMT Weekly:  3 Things that Stood Out (In Retail) The Week of 5/​15/​2020
Surveying the retail landscape over the weekend…we think we could see big reversals in the coming weeks for retail stocks.Obex’s fundamental...
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How Economics Will Undermine Intel's Processor Dominance
Intel's dominance of the processor business is threatened, not because of any technological issues, but because market economics are moving in a...
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Grubhub: Its Worth More than $55 for Uber.
As someone who enjoys discussing competitive strategy and online platform dynamics, the proposed Uber acquisition of Grubhub ranks high on the list...
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