Research analyst, tech, long/short equity, newsletter provider

John is Samadhi’s Founder and Managing Partner. He has over twenty-seven years of total tech-related experience, including nine years of hands-on technical, sales, and business development positions, six years of industry analyst and consulting positions, and fourteen years as an equity ... more

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The Death Of The Commercial Database: Oracle's Dilemma
We see the $29.6b commercial database market contracting 20-30% by 2021, and do not believe Oracle can transition its revenue streams fast enough to offset the decline of this market, which represents a major legacy core of its revenue.
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STOCKS I FOLLOW

AAPL Apple Inc.
AMD Advanced Micro Devices Inc.
AMZN Amazon.com Inc.
ANSS ANSYS Inc.
CA CA Inc.
CAVM Cavium Networks, Inc.
DDD 3D Systems Corporation
FB Facebook Inc
GOOG Alphabet Inc. (Google)
GOOGL Google (A shares)
INOV INOVALON HOLDINGS, INC.
MOBL MobileIron Inc.
MSFT Microsoft Corporation
NEWR New Relic Inc.
ORCL Oracle Corporation
SFTBY SOFTBANK CP UNSP ADR
SNAP Snap Inc.
TEAM Atlassian Corporation Plc
TRIP TripAdvisor Inc
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Work Experience

Founder and Managing Partner
Samadhi Capital Partners
October 2015 - Present (5 years 1 month)
Sr. Analyst/Portfolio Manager, Technology Sector Head
Sands Capital
June 2006 - May 2014 (8 years 1 month)
Senior Analyst Covering the Network Equipment Sector
Precursor
June 2003 - December 2006 (3 years 7 months)

Senior Analyst responsible for the network equipment sector. Published three research notes/week and provided on-call consultation to institutional investors regarding both companies/stocks in the sector, as well as important investment-relevant themes. Voted number one independent analyst covering network equipment stocks according to Institutional Investor magazine in 2004.

Education

Harvard University
AB
1984 / 1988
East Asian Studies

Publications