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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Tencent – Afterpay Model Validated By Apple and Google
*Material Developments At Afterpay: Afterpay Touch (APT.AU) confirmed some material developments: a) Apple Pay (AAPL.US) will be used online and in...
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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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TMT Weekly: 3 Things that Stood Out The Week of 7/3/​​​​2020
This week we highlight Match Group's independence, YouTube TV's price hike, and the sheer insanity of Spotify's 80% move. Obex’s fundamental...
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