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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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/​27/​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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COVID-19: A Brutal Lesson in Sustainability and Systemic ESG Risk
The COVID-19 pandemic is, above all else, a human health crisis. But it's a multidimensional crisis that serves as a poignant lesson in global...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/20/2020
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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Aequitas: Amagi Media Labs IPO Trading - Healthy Demand with Decent Anchor
Amagi Media Labs (AML) raised around US$189m in its India IPO. In this note, we talk about the demand and the trading dynamics.
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