TMT Weekly: 3 Things that Stood Out The Week of 1/8/2021
This week we highlight eBay's new tool to drive online advertising adoption, Amazon's further foray into logistics, and the $90B spent in the...
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Disney: They Listened to Loeb (Quickly!)
Disney's reorganization announcement of its content and distribution organizations is signal that management has been listening to investors.
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The 5G Problem - SELL Theme Themes
One of expected beneficiaries of the COVID pandemic has been the 5G supply chain in Korea with government increasing their 5G spend as well as the...
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Bharti Airtel Vs Reliance Jio | Time to Catch Up
Bharti Airtel (BHARTI IN) announced a new product called "Airtel Bluejeans" which is in partnership with Verizon Communications (VZ US) . In this...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 5/1/​​​​​​​​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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