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

<div><p>This week, a bunch of Apple related news caught our eye, and the many companies that would be impacted by changes to the appstore, privacy controls, and a new subscription service.</p></div><div><div><div><p>Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental business analysis and security analysis. Before deciding if a security’s pricing and positioning merit a long or short position, we analyze the four pillars of business fundamentals (Secular Factors, TAM, Competitive Advantage, Business Model) in order to determine if this is a “good” or “not so good” opportunity.</p></div></div></div>

This week, a bunch of Apple related news caught our eye, and the many companies that would be impacted by changes to the appstore, privacy controls, and a new subscription service.Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental business analysis and security analysis. Before deciding if a security’s pricing and positioning merit a long or short position, we analyze the four pillars of business fundamentals (Secular Factors, TAM, Competitive Advantage, Business Model) in order to determine if this is a “good” or “not so good” opportunity.

TMT (AAPL) Weekly:  3 Things that Stood Out The Week of 8/14/​​​​2020

United States

The Trade Desk, Inc. operates as an advertising technology company. The Company offers online advertising platform that manages display, social, mobile, and video advertising campaigns. Trade Desk serves customers worldwide.

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Trade Desk / (TTD US)

TMT (AAPL) Weekly: 3 Things that Stood Out The Week of 8/14/2020

This week, a bunch of Apple related news caught our eye, and the many companies that would be impacted by changes to the appstore, privacy...

Aaron Gabin

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

TMT (AAPL) Weekly: 3 Things that Stood Out The Week of 8/14/​​​​2020

This week, a bunch of Apple related news caught our eye, and the many companies that would be impacted by changes to the appstore, privacy...

Aaron Gabin

TMT (AAPL) Weekly: 3 Things that Stood Out The Week of 8/14/2020