2H21 Obex Research Long Portfolio
Some updated thinking around our long portfolio: more bullish Google, Netflix, and Match, less bullish Snowflake, Facebook. And thinking about...
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TMT Weekly:Â 3 Things That Stood Out the Week of 6/25/2021
We think Intel's restructuring is a means of burying its coming market share loss driven margin declines, while Comcast rumors are nonsensical....
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Astro (Astro): Still the Good Pick
New cases have jumped to almost 5000 in the past week, higher than the second wave that took place between Dec last year to February this year,...
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Weekly Innovation Review (WIRE) #37
Nassim Taleb, the celebrated Black Swan author and mathematician, has published a paper trashing bitcoin. In the paper, Taleb claims the...
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TMT Weekly:Â FAANG Rankings from Here
Much like in March, when we advocated for buying large cap tech, we are once again calling to buy large cap tech. Order of preference from here?...
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