Samadhi Partners offers highly differentiated, tech-sector focused equity research to help generalist institutional investors compete with tech sector specialists and give tech sector specialists an iconoclastic perspective. Samadhi Partners is an affiliate of Samadhi Capital Partners, which ... more
Samadhi Partners offers highly differentiated, tech-sector focused equity research to help generalist institutional investors compete with tech sector specialists and give tech sector specialists an iconoclastic perspective. Samadhi Partners is an affiliate of Samadhi Capital Partners, which manages a tech-focused long-only and long-short fund.
lessPartner, Head of Research | |
Samadhi Research Partners | |
August 2016 - Present (1 year 9 months) | |
Samadhi Partners Equity Research (Samadhi Research Partners, LLC) is a group of leading equity and industry analysts who have joined together to deliver high quality, iconoclastic, and actionable research and analysis for their clients. The Samadhi team has over 60 years of collective research, analysis, and consulting experience in the tech sector. Specifically, in segments as diverse as network equipment, semiconductors, software, systems integration, security, telecom, and media. |
EVP Strategy, Managing Director Digital Trust and Cyber Security | |
HfS Research | |
January 2015 - August 2016 (1 year 8 months) |
Partner | |
Current Ventures (McClimans Group) | |
2010 - 2014 (4 years 4 months) |
Latest Comments
3 Keys To Twitter's Turnaround
Thanks, Kurt. I'm a bit wary as well, but view the Bloomberg deal (and others) as a sign the team is at least gaining a bit of focus in the right direction. If Twitter can conquer the channelization and video aspects, I would expect the user activity gains to follow (assuming bots & trolls are addressed). It is a big change, but at this point, I believe there are not many other viable options left.
TweetDeck Can't Cure Twitter's Zero Growth Problem
Thanks, Kurt - I appreciate the feedback! Twitter is one of those companies/equities that has had tremendous potential. As a user, I rely upon it every day. As an investment, however...
8 Reasons Why We're Not Snapping Snap's IPO
Harry, thank you for the feedback! This is the only IPO of its kind that I'm aware of with zero voting rights for shareholders. The closest in this sector is the split between GOOG and GOOGL, but even that is not so close.
While this insulates SNAP from activist shareholders or potential takeover/acquisition movement, it could punish investors and limit institutional and index appeal.
While this alone would not stop us from adding SNAP to our Samadhi Capital client portfolios, it does make that investment case all the more difficult.