Setting up Reference Points for Dada Nexus' 'Dada Now' Local Delivery Business
In this note we seek to provide context so investors can better understand the business model, scale, and growth of Dada Now (DDN), the local...
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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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