1Q20 Digital Marketing Recap: The Power of Measurable ROI
Over the past two weeks we saw Snap, Google, Facebook, and Twitter all report earnings, and the stocks mostly reacted very positively.The key...
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Stream Wars - Twitch Still King, Facebook Gaming Gaining Fast
Twitch still leads the game streaming industry by a large margin but it has been stagnant in terms of total hours watched for most of 2019. The...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/​​​24/​​​​​​​2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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Anta (2020): Attractive with FILA as Growth Driver
The rally in the share price after the COVID-19 pullback is just far from over; investors should focus on the company's growth story that is...
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Facebook Gaming Mobile App - Cutting Out Google Play Store?
Facebook Inc A (FB US) Gaming was released on Android on 20th April 2020 earlier than originally planned to take advantage of the lock down that is...
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