1H22 Obex Research Short Portfolio
Our top short ideas for 2022: Tesla, Roku, Palantir, Spotify, Doordash, Expensify, AMC, and Teradata. Continue to like pandemic related...
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Boqii IPO: Another Pet Humanization Stock in a Booming Market Led by Large E-Commerce Platforms
Boqii is one of the largest pet-focused platforms in China who offers a one-stop destination for pet parents to get everything they need for their...
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Chewy: IPO Lifted by Animal Spirits; PetSmart Reaping the Benefits Already
Chewy Inc. (CHWY) had its IPO debut on 14th June 2019 and saw strong investor demand for the ‘pet humanisation’ company’s shares. Chewy opened at...
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Chewy IPO: Lots of Barking and Little Bite; Balance Sheet and PetSmart Relationship Raise Concerns
Chewy Inc. (CHWY US) engages in e-commerce business in the United States and offers approximately 45,000 specialized pet products including food,...
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Chewy Inc IPO: Ride the Millennial Trend - Pets over Parenthood - With a Preferred Pet-Etailer
Chewy Inc (CHWY US), the largest US-based online pet store, has launched its IPO to raise up to USD790 mn involving stake sale/offer for sale of...
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