U. S. Equity Strategy: Bull-Bear Battle Continues
Due to uptrend violations for the Nasdaq 100, S&P 500, and Russell 2000 we continue to believe near-term consolidation is likely -- potentially...
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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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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/​27/​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...
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L Brands: Sale of Victoria's Secret Helps Draw Attention to Bath & Body’s Success
It was reported by several news media outlets that the private equity firm Sycamore Partners Management LP has been in talks with L Brands Inc (LB...
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Expansion, OmniChannel & Personalised Interaction: Pillars Behind Uniqlo’s E-Commerce Growth
Fast Retailing, the parent company behind the famous Japanese brand Uniqlo is the world’s 3rd largest manufacturer and retailer of private label...
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