Daily BriefsUnited States

United States: Crowdstrike Holdings Inc and more

In today’s briefing:

  • TMT Weekly:  3 Things that Stood Out The Week of 10/16/​​​​2020

TMT Weekly:  3 Things that Stood Out The Week of 10/16/​​​​2020

By Aaron Gabin

As we head into earnings next week, we note attractive setups for Snap and Microsoft from data that came out this week, along with a very bullish presentation at Crowdstrike’s user conference.

Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental business analysis and security analysis. Before deciding if a security’s pricing and positioning merit a long or short position, we analyze the four pillars of business fundamentals (Secular Factors, TAM, Competitive Advantage, Business Model) in order to determine if this is a “good” or “not so good” opportunity.


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