Tencent – The After Party
*Magic Fairy Dust: While no transaction particulars were disclosed, we calculate an average share purchase price of AUD 22.47 per share for the 5%...
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TMT Weekly: 3 Things that Stood Out The Week of 6/19/2020
This week we highlight Shopify's compelling aggregation strategy, along with some thoughts on Instacart, Walmart, Oracle, and Slack. Obex’s...
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Shift4 Payments IPO Valuation Analysis
The bankers provided the IPO price range for Shift4 Payments (FOUR US) IPO which is expected to be priced between $19 and $21 per share. Shift4...
849 Views
Facebook: Going Full Alibaba?
Facebook announced an integrated eCommerce feature this week. The stock was up 10%. We think that was waaaay low.Obex’s fundamental research...
297 Views
Square: Impending Return to Darling Status
Summary: Square, an AI first commerce ecosystem provider, has uniquely married enterprise grade software, payment processing, and personal...
566 Views