Ansys Inc. - Investment Thesis
Engineering software provider, Ansys delivered a decent result with a 21% increase in the top-line driven by a strong performance in the high tech...
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Ansys Inc. - Investment Thesis
Ansys has reached the target price from our last report as the company was comfortably able to beat its financial guidance across all its key...
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Guidewire Software: Short This SaaS Transition III (Management, Culture, Valuation)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
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Guidewire Software: Short This SaaS Transition II (Building the Short Case)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
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Guidewire Software: Short This SaaS Transition I (Fundamentals)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
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