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...
396 Views
COVID-19 and ESG: Amazon Behaving Worse
One month ago, I published an Insight on Amazon.com (AMZN US) discussing the company's ESG-related response to the COVID-19 pandemic. It was...
450 Views
China E-Commerce as a Supermarket Play
COVID-19 is having a devastating human and economic impact across the globe. However, supermarkets and grocery delivery businesses (thanks to the...
574 Views
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...
404 Views
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...
468 Views