Tech/Equity Analyst, Research Director, Futurum Research
Contributor's Links: Futurum Research

Fred is an experienced analyst and advisor, bringing over 30 years of experience in the digital and technology markets. Futurum Research is a global technology, digital innovation, and market disruption-focused strategy, research, and analyst firm. 


AMD's Q2 2021 Results Equals Growth Ahead
The company finished the quarter with a strong cash position and consistent improvements across all key metrics.
Ransomware: Should WannaCry Make You Wanna Buy Cyber Equities?
The WannaCry ransomware attack impacted 200,000+ users across 150 countries. This attack, which we timeline, is unique, precedent-setting, and may have short-term potential for selected cybersecurity equities. It also raises a few questions...
Apple's 2Q 2017: Declining Sales Vs. Operational EPS
Apple released 2Q FY2017 earnings that were a slight disappoint, but it overperformed on EPS and has cash and an annual dividend near the GDP of Iceland. We highlight five pro and five con positions on Apple's earnings.
3 Keys To Twitter's Turnaround
Twitter's sharp drop in per-user revenue is as concerning as its uptick in Daily Average Users is compelling. Here are 3 keys to Twitter increasing its revenue (and M&A potential).
Breaking Down IBM's Blockchain; Amazon's Alexa; Facebook's Building 8
While blockchain is still very early in the development/adoption cycle, we believe it holds considerable transformative and disruptive potential well beyond its role. Facebook will not be Facebook in three years, that much is clear.
Bizarro World: Upgrading Snap And Downgrading Alphabet
Upgrading Snapchat's SNAP while Downgrading Google's Alphabet doesn't make sense (yet). We welcome you to the Bizarro Superman edition of the Samadhi Brief, where we break down a few choice tech sector coverage updates.


Latest Comments
AMD's Q2 2021 Results Equals Growth Ahead
1 year ago

Hi Susan! Thank you :)

In this article: AMD
3 Keys To Twitter's Turnaround
5 years ago

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.

In this article: TWTR
TweetDeck Can't Cure Twitter's Zero Growth Problem
5 years ago

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...

In this article: TWTR
8 Reasons Why We're Not Snapping Snap's IPO
5 years ago

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.

In this article: CMCSA, SNAP, FB, TWTR
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AAPL Apple Inc.
DDD 3D Systems Corporation
FB Meta Platforms, Inc. (Formerly Facebook, Now META))
IMPV Imperva Inc.
NEWR New Relic Inc.
ORCL Oracle Corporation
SNAP Snap Inc.
TEAM Atlassian Corporation Plc
TRIP TripAdvisor Inc
ZEN Zendesk, Inc.
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Work Experience

Tech/Equity Analyst
Futurum Research
August 2017 - Present (5 years 4 months)

Research Director and Tech/Equities Analyst focused on emerging technologies and secular trends that are changing the behavior of consumers, businesses, and global markets. 

Partner, Head of Research
Samadhi Research Partners
August 2016 - January 2018 (1 year 6 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)
Current Ventures (McClimans Group)
2010 - 2014 (4 years 11 months)