JFrog IPO Preview
JFrog is getting ready to complete its IPO in the U.S. stock market in the coming weeks. Although JFrog is a smaller company than Palantir or...
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TMT Weekly: 3 Things that Stood Out The Week of 9/4/​​​​2020
Lots of interesting things so Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to...
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Walmart Enters as the Latest Bidder for TikTok: Can Walmart Overcome Retail Rivalry from Amazon?
In our previous insights, we discussed TikTok’s potential sale of its business in the United States, Canada, Australia and New Zealand to...
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Global Active Equity:Â Managers Ramp up Software Holdings
As Software companies look to become the key beneficiaries of a post-COVID world, we analyse allocations among active Global managers. We find...
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Sony – Narrowing Down Potential PS5 and Xbox Series X/S Prices
Both Sony and Microsoft have been unusually tight-lipped about pricing for next generation consoles. Given the important role that pricing appears...
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