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

Snowflake FY2Q23 Earnings: High in the Hierarchy of Needs

Snowflake FY3Q23 Earnings: Stabilizing Growth in FY2024

Snowflake 2Q22 Earnings: Stay Tuned to Analyst Day

Snowflake 4Q21 Earnings: Their Revenues ARE Worth More Than Yours

Snowflake 3Q22 Earnings: The Abominable Snowman

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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>Snowflake dropped another monster quarterly result, with product revenues growing 102%, with rising margins and FCF generation.</li>
<li>The 30% after hours drop was insane due to a misunderstanding of revenue guidance.</li>
<li>An incredible entry point for those who wanted to buy Snowflake but were waiting for it to return to the low $200s</li>
</ul>


Snowflake dropped another monster quarterly result, with product revenues growing 102%, with rising margins and FCF generation.
The 30% after hours drop was insane due to a misunderstanding of revenue guidance.
An incredible entry point for those who wanted to buy Snowflake but were waiting for it to return to the low $200s


Snowflake 4Q22 Earnings: What a Buying Opportunity