Trade/​Investment Ideas from 2019/​20 IPOs - Mostly IN, SG and AU
Since the start of 2019 till date, we have covered 96 IPOs. Despite the market turmoil over the past two months, over a third, or 40 IPOs remain...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/20/2020
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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Square: Cash Rules Everything Around Me
This note is a follow up to our deep dive on Square from earlier in the month. The quarter’s results were strongly supportive of our long thesis,...
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Square: Impending Return to Darling Status
Summary: Square, an AI first commerce ecosystem provider, has uniquely married enterprise grade software, payment processing, and personal...
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US FinTech M&A Trend Set to Continue
The trend of 2019’s payment services mega-deals is set to continue but in the form of a greater volume of small transactions. Potential take-out...
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