Aaron Gabin

TMT & Consumer Independent Equity Research Analyst

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Alibaba Group Holding Limited operates as a holding company. The Company provides internet infrastructure, electronic commerce, online financial, and internet content services through its subsidiaries. Alibaba Group Holding offers its products and services worldwide.

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.

Alibaba (ADR)

1H22 Obex Research Long Portfolio