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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Social Distancing? Don’t Stay Away from This Crowd (Strike)
Crowdstrike Holdings Inc (CRWD US)Â considered the impacts that Coronavirus is having on end market demand and its sales channel before issuing its...
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Softbank Group: Buyback Upside May Be Mitigated by Pandemic Worries
Softbank's share buyback could have less of an impact on the holding company discount than previous efforts thanks to volatility in its US...
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Slack in the Guidance: 4Q20 Earnings Review
15! That was the number of times Microsoft Teams was mentioned on Slack’s 4Q20 earnings call. This quarter saw a billings beat, which was likely...
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