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>IOT data platform meant to digitize physical operations for manufacturing, transportation, construction, utilities, healthcare, and education. </li>
<li>Excellent management team, previously co-founded Meraki, which was sold to Cisco.</li>
<li>Hypergrowth software business on par with ServiceNow and Workday at this stage in growth, but much less profitable (so far) due to hardware and bandwidth costs.</li>
</ul>


IOT data platform meant to digitize physical operations for manufacturing, transportation, construction, utilities, healthcare, and education. 
Excellent management team, previously co-founded Meraki, which was sold to Cisco.
Hypergrowth software business on par with ServiceNow and Workday at this stage in growth, but much less profitable (so far) due to hardware and bandwidth costs.


United States

Fleetmatics Group PLC is a global provider of fleet management solutions delivered as software-as-a-service, or SaaS. The Company's mobile software platform enables businesses to meet the challenges associated with managing their local fleets of commercial vehicles and improve productivity by extracting actionable business intelligence from vehicle and driver behavior.

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Fleetmatics (FLTX US)

Recent IPO Insights: Samsara

Hypergrowth IOT data platform meant to digitize physical operations for manufacturing, transportation, construction, etc. Key dynamic is high FCF...

Aaron Gabin

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