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...
772 Views
FINEOS IPO: Full Valuation Entails Patience
FINEOS (FCL AU)Â is a leading vendor of core software to the life, accident & health (LA&H) insurance industry. FINEOS will commence trading...
586 Views
U.S. Equity Strategy
We believe the intraday low of 2,532.69 made by the S&P 500 on 2/9/18 marked an important short-term bottom within the long-term advance. We...
425 Views