TMT Weekly:  3 Things that Stood Out The Week of 6/5/​​​2020
A few items that caught our eye this past week: Amazon.com Inc (AMZN US) seems to be winning work from home in multiple ways, Indian-ecommerce...
436 Views
Slack: Not Working (From Home)
Slack had more then doubled off the March lows, running from $17 to $40 into the print on Thursday, presumably because it was like Zoom,...
434 Views
Pexip IPO: Valuation Insights
Pexip (PEP NO) is a Norwegian videoconferencing company and is a Zoom Video Communications Inc (ZM US) rival. Pexip has set its IPO price at NOK63...
657 Views
Pexip IPO Initiation: Zoom, Zoom, Splutter?
Pexip (PEP NO) is a Norwegian videoconferencing company and is a Zoom Video Communications Inc (ZM US) rival. Pexip has announced that it will seek...
574 Views
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...
459 Views