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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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/24/2020
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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Coronavirus as Secular Accelerator II: US Media/Telco 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 4/17/2020
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...
481 Views
Aequitas: SpaceX IPO Trading - Updates - Ready for Lift Off
SpaceX (SPCX US), an Elon Musk led Space to AI company, raised around US$75bn (US$86bn including greenshoe) in its US IPO. In this note, we talk...
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