ANGI Homeservices (ANGI): Fixed Price Will Fix the Price 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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Technology -Transforming Asset Allocation Decision Making
Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and...
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What's the Market Pricing In: Apple Vs. Amazon
This report serves two purposes. One is to screen large cap, non-financial US stocks for those that might be worth buying or shorting. The second...
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Tinder looking for wall street love - Hot or Not?
IAC is planning an IPO for its matchmaking business - The Match Group which includes dating apps such as Match.com, OkCupid and the widely popular...
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Fitbit, a good 'fit' for your portfolio?
In January 2014, I bought my first Fitbit device. At the time, it was a company almost unheard of except by a few. The Fitbit app on the phone was...
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