Alibaba Group

1H22 Obex Research Long Portfolio

Equity Bottom-Up
214 Views, 10 Jan 2022 06:43
EXECUTIVE SUMMARY
  • With half of Nasdaq stocks down 50% from the top, is further meltdown ahead?  Valuation compression is already larger than recent big growth selloffs.  
  • We like a balance of highest quality high growth (CRWD, SNOW, RBLX) and attractive relative valuations (PANW, NOW, BABA)
  • Amazon is poised for a big 2022 as 1 day Prime shipping reaccelerates growth, and price increases hike profits.
detail (5-minute read)
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Aaron Gabin
TMT & Consumer Independent Equity Research Analyst
Obex Capital Research
United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)

I have over 18 years’ experience in investing in the TMT and Consumer sectors, almost entirely on the buyside. Started a... 

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