Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/​​17/​​​​​​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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Softbank Group: Vision Fund Bankruptcies, WeWork Lawsuit as Discount Hold Steady
Softbank shares now trade at a 54% discount to fair value, a slight improvement from 56-57% last week as shares have moved up slightly on an...
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Zoom Video Communications: What Goes Up Must Come Down
We think the Zoom bubble is going to pop. Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek...
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Global Telcos: An Overlooked COVID Play
The spreading of COVID-19 has challenged the existence of most companies around the world. However, the share prices of communication platforms...
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What Are US Smartphone Users Downloading While in Lockdown?
In this note, we look at the Google Play rankings of some popular mobile apps in the US, offered by public companies and potential IPO candidates,...
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