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

Freshworks: Six Months Post-IPO. Valuation Update

Sequoia Capital India Acquired ~$87 Million Worth Of Freshworks Shares In March

Freshworks: Solid 1Q and Strong Outlook Despite Delays With Closing Deals in Europe

Beyond 280 | Freshworks (FRSH US) - Conversation with an Industry Channel

Gravity Works As WeWork Doesn't; Now Plan B

Bifurcated Chinese Express Market Developing

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>Founded in Chennai, India in 2010 with the idea of creating a “fresh” helpdesk product Freshworks has assembled a one-stop-shop for SMB customers for customer service, ITSM and CRM tools.</li>
<li>Its approach is to provide enterprise grade products at a ~25% discount to larger competitors.</li>
<li>The company has a similar approach to software as SolarWinds, which remains one of the most profitable software companies. </li>
</ul>


Founded in Chennai, India in 2010 with the idea of creating a “fresh” helpdesk product Freshworks has assembled a one-stop-shop for SMB customers for customer service, ITSM and CRM tools.
Its approach is to provide enterprise grade products at a ~25% discount to larger competitors.
The company has a similar approach to software as SolarWinds, which remains one of the most profitable software companies. 


Freshworks

Recent IPO Insights: Freshworks