TMT Weekly: 3 Things that Stood Out The Week of 7/3/​​​​2020
This week we highlight Match Group's independence, YouTube TV's price hike, and the sheer insanity of Spotify's 80% move. Obex’s fundamental...
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Coronavirus as Secular Accelerator II: US Media/Telco 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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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/​10/​​​​​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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Sell Disney; Underweight TV Broadcasters
Internet TV is the most important theme driving Walt Disney’s share price and those of other TV networks We have increased the weighting of this...
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Potential Implications for Seven and Nine if Ten Catches The Eye of CBS
In the ongoing soap opera that is the sale of Ten Network Holdings Ltd (TEN AU), we do not underestimate the determination of Bruce Gordon and...
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