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...
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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...
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Sina Corp: Management Buyout Offer
Sina Corp (Class A) (SINA US) looks sets to join the growing list of Chinese companies seeking to delist in the US and relist, ostensibly in Hong...
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TMT Weekly: 3 Things that Stood Out The Week of 6/​​12/​​2020
This week we highlight Snapchat's platform ambitions, the rebound in social media ad dollars, and the conclusion (?) of the Grubhub deal...
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Amazon 1Q20: The Everything Stor(Y)
We  have been longtime Amazon.com Inc (AMZN US) bulls who remain long and would aggressively buy any substantive market-wide pullback in the coming...
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