Tech-Focused Equity Research Firm
Contributor's Links: Samadhi Partners

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.
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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.
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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.
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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.
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STOCKS I FOLLOW

AAPL Apple Inc.
AM American Greetings Corporation
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)
IMPV Imperva Inc.
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
ZEN Zendesk, Inc.
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