ANGI: Surprisingly Resilient
In the past few days, IAC, ANGI, and MTCH all reported earnings. The main takeaway? Their businesses are seeing an acceleration in the LT secular...
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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...
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Strategy: Looking for Inspiration in the Time of COVID-19
 We are in the second month of the COVID-19 affected market volatility. Making a call in this environment is challenging, if not unnerving. In a...
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Coronavirus as Secular Accelerator I: Internet, SMIDcap Edition
In our weekly notes, we’ve been circling around an insight that is beginning to crystallize. Covid 19 is an accelerator of secular shifts in...
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What Are US Smartphone Users Downloading While in Lockdown?
In this note, we look at the Google Play rankings of some popular mobile apps in the US, offered by public companies and potential IPO candidates,...
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