TMT & Consumer Independent Equity Research Analyst, Obex Capital Research

Aaron Gabin

I have over 20 years’ experience investing in the TMT and Consumer sectors, almost entirely on the buyside. Started at Bernstein covering software in 2001, moved to the buyside at Government of Singapore Investment Corporation (GIC) in 2003, covering hardware, software, and media. 

After getting an MBA at NYU in 2008 and a CFA, I spent 8 years at Coburn Ventures (a market neutral TMT/Consumer hedge fund). In 2015, I joined Deimos Asset Management, a low net multi-strat, where I managed a  TMT/Consumer portfolio.

I've spent the past few years at Obex Capital Management providing independent investment research to TMT and Consumer investors.

TMT & Consumer Independent Equity Research Analyst

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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>The company sells software tools that that allow businesses to automate cloud infrastructure</li>
<li>Next gen VMware... onboarding technology for cloud transitions. Impressive parallel.</li>
<li>Terraform and Vault are 85% of revenues today, but big TAM for the future.</li>
</ul>


The company sells software tools that that allow businesses to automate cloud infrastructure
Next gen VMware... onboarding technology for cloud transitions. Impressive parallel.
Terraform and Vault are 85% of revenues today, but big TAM for the future.


Hashicorp: Cloud Infrastructure Layer...Impressive

HashiCorp

Hashicorp: Cloud Infrastructure Layer...Impressive