TMT & Consumer Independent Equity Research Analyst, Obex Capital Research

Aaron Gabin

TMT & Consumer Independent Equity Research Analyst

TMT & Consumer Independent Equity Research

Obex Capital Research

“Obex” is Latin for Barriers to Entry. Obex Capital Management’s investment philosophy is driven by an intense focus on which business model’s Barriers to Entry are able to withstand the ever increasing competitive disruption in the TMT and Consumer Sectors.

Equity Bottom-Up

<ul>
<li>Travel and Expense management software company with TAM optionality into credit card spend, and potentially payroll and accounting.</li>
<li>Very woke CEO who connects his software to saving the world from climate change, persecution, and saving democracy.</li>
<li>Yellow flags galore on lack of user growth and undisclosed price hikes.</li>
</ul>


Travel and Expense management software company with TAM optionality into credit card spend, and potentially payroll and accounting.
Very woke CEO who connects his software to saving the world from climate change, persecution, and saving democracy.
Yellow flags galore on lack of user growth and undisclosed price hikes.


Recent IPO Insights: Expensify (Short Candidate)

United States

Expensify, Inc. designs and develops software solutions. The Company offers platform for receipt tracking, invoicing, bill pay, travel booking, corporate card, and expense management. Expensify serves customers worldwide.

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Expensify (EXFY US)

Recent IPO Insights: Expensify (Short Candidate)

Expense management software company with TAM optionality into credit card spend, and potentially payroll and accounting + Overly woke CEO + Yellow...

Aaron Gabin

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