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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. Led by top tech industry analysts, the Samadhi team has ... more

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Understanding The Amazon Investment Thesis
In FY16, AWS' operating margins dwarf the e-commerce business' -- 25% vs. 3% -- contributing 74% of AMZN's operating income compared to just 9% of total revenue.
TweetDeck Can't Cure Twitter's Zero Growth Problem
Twitter may be a compelling acquisition, but we do not believe this new paid version of TweetDeck will save Twitter. At this point, it’s not a fruitful investment.
Facebook Slaps At Snap's IPO, Zenimax 'Rift' Widens
Facebook-owned WhatsApp hits Snap, Inc. (SNAP) by releasing 24-hour statuses that can overlay drawings, captions, and emojis.
Time To Take A Ride With TripAdvisor?
We believe TRIP is starting to see the light at the end of the tunnel, and the significant stock pullback in 2016 offers a compelling entry point for long-term investors who want to own one of the best assets in online travel.
1 to 4 of 4 Posts