How Much Is TikTok Worth?
We walk through potential acquirers for TikTok and think while Disney and Snapchat stand the most to gain, Microsoft or Apple are the most likely...
608 Views
SNAP 2Q20: Snap up the Pullback
We have been bullish on Snapchat since the pandemic began for the simple reason that coming out of recessions, “Do More with Less” thinking...
535 Views
Netflix 2Q20 Caution: Deceleration Ahead
We have been longtime fans of Netflix the product and Netflix’s management team can rightfully be described as visionary. They had the vision to...
585 Views
TMT Weekly: 3 Things that Stood Out The Week of 7/​10/​​​​​2020
This week we highlight the coming video game price hike, Slack's new acquisition strategy, Walmart's attempt to counter Amazon Prime, and a quick...
502 Views
TMT (Mid) Weekly: 3 Things that Stood Out: Twitter, FB>Google, and TikTok
So much for a slow week...lot of online advertising newsflow we wanted to comment on.Obex’s fundamental research process is focused on secular...
502 Views