2H21 Obex Research Long Portfolio
Some updated thinking around our long portfolio: more bullish Google, Netflix, and Match, less bullish Snowflake, Facebook. And thinking about...
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XPER: OTT Streaming New Revenue
Xperi (XPER) announced the renewal of its license agreement with Alphabet (GOOGL) for XPER’s entire patent portfolio. This OTT license renewal...
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Initial Thoughts on the Krafton IPO Valuation
Our base case valuation of Krafton is an implied market cap of 24.1 trillion won or 465,055 won per share. Given the lack of upside relative to the...
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TMT Weekly: 3 Things that Stood Out The Week of 6/11/2021
Three items that stood out last week to us in TMT...the most interesting was a lawsuit by music publishers against Roblox, signaling the importance...
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Tencent Holdings – Shot, Score!!
TENCENT HOLDINGS: The RBA released a Retail Payments Review discussing among other items the BNPL model. The RBA concluded that it will not require...
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