Tyler Technologies Inc.: Investment Thesis
Tyler Technologies' recent financial results continued to build on the positive momentum it established in the first three quarters, ensuring a...
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Tyler Technologies Inc. - Investment Thesis
Tyler Technologies has zoomed past the target price from our previous report as the company reported a stellar result surpassing Wall Street...
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Palantir DPL Valuation Analysis
Our valuation analysis suggests an implied market cap of $29.7 billion and a target price of $13.7 per share for Palantir (49% higher than the base...
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Tesla: S&P500 Inclusion Secured?
On 22 July, Tesla Motors (TSLA US) reported a profit for Q2 2020 making it the fourth consecutive quarterly profit. Hitting that milestone makes...
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Guidewire Software: Short This SaaS Transition III (Management, Culture, Valuation)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
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