Coronavirus as Secular Accelerator I: Internet, SMIDcap Edition
In our weekly notes, we’ve been circling around an insight that is beginning to crystallize. Covid 19 is an accelerator of secular shifts in...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/3/2020
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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Social Gaming and Esports Upside for Tencent…
‘It’s necessary for developers to learn to get along with [subscription services] ...When seeking a partner for this, it’s important to find...
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The Evolution of Video Games Continued
An update from E3 on microtransactions and esportsWe recently attended E3, the premier video game conference, in Los Angeles, where we met with...
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How the Growth of Watching Games and Microtransactions Reinforces Moats
Since their birth over 50 years ago, video games have continued to evolve from the arcade to home consoles to more recently the small screen. The...
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