Research Analyst at Warren Street Capital
Aaron Gelband is the founder and Managing Partner of Warren Street Capital, specializing in investing in global public equities and value-oriented strategies. He previously served as Portfolio Manager and Analyst at Viking Global Investors and Perry Capital, and began his career with analyst roles at McKinsey and Goldman Sachs. Gelband holds a BA in Economics from Stanford University and attended the Stanford Graduate School of Business. He launched Warren Street Capital in 2020 following over a decade in top-tier buy-side and consulting positions, leveraging his substantial industry experience and academic credentials to deliver sophisticated investment solutions.
Aaron Gelband from Warren Street Capital inquired about inventory levels as a percentage of sales and operating expenditure leverage.
CEO Sean MacDonald discussed the increase in SKUs and entry into the ADV market impacting inventory. He anticipates inventory as a percentage of sales decreasing. He also stated that the current OpEx level can support $70-80 million in sales without significant increases.
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