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>Two-Sided online marketplace connecting buyers and sellers. But is this more Amazon or Angi?</li>
<li>Game changing acquisition in December of Thomas should turbocharge growth and margins for 2022-2023.</li>
<li>At 4x sales, this is a very high growth asset that has been crushed since IPO, down 55%. Interesting entry point.</li>
</ul>


Two-Sided online marketplace connecting buyers and sellers. But is this more Amazon or Angi?
Game changing acquisition in December of Thomas should turbocharge growth and margins for 2022-2023.
At 4x sales, this is a very high growth asset that has been crushed since IPO, down 55%. Interesting entry point.


United States

Xometry, Inc. is a AI-enabled marketplace for on-demand manufacturing. The Company uses its proprietary technology to create a marketplace that enables buyers and sellers to efficiently source on-demand manufactured parts and assemblies. Xometry serves customers globally.

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Xometry (XMTR US)

Recent IPO Insights: Xometry

2 sided marketplace connecting manufacturers and buyers set to accelerate growth due to great acquisition of Thomas. Unprofitable, but competitive...

Aaron Gabin

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