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...
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SNAP 2Q20: Snap up the Pullback
We have been bullish on Snapchat since the pandemic began for the simple reason that coming out of recessions, “Do More with Less” thinking...
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Netflix 2Q20 Caution: Deceleration Ahead
We have been longtime fans of Netflix the product and Netflix’s management team can rightfully be described as visionary. They had the vision to...
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TMT Weekly: 3 Things that Stood Out The Week of 7/10/2020
This week we highlight the coming video game price hike, Slack's new acquisition strategy, Walmart's attempt to counter Amazon Prime, and a quick...
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TMT (Mid) Weekly: 3 Things that Stood Out: Twitter, FB>Google, and TikTok
So much for a slow week...lot of online advertising newsflow we wanted to comment on.Obex’s fundamental research process is focused on secular...
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