Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/​10/​​​​​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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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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5 Charts Show Why a Major Economic Downturn Is Inevitable Now
The World Health Organization (WHO) has officially declared the COVID-19 outbreak a global pandemic as the number of infected continue to soar...
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Evidence of Global Slowdown Accumulates as Stores Remain Closed and Supply Chains Are Crippled
Evidence of an impending global slowdown continues to accumulate as stores remain closed across China, factories reduce capacity, and workers are...
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Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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