Associate, Samadhi Partners
Contributor's Links: Samadhi Partners

Associate at Samadhi Partners Equity Research and Samadhi Capital Partners, a commonly-controlled affiliate that offers a long/short and long-only fund.

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Tripping With Microsoft, Nvidia And Advanced Micro, Oh My!
Microsoft bolsters its cloud position through strategic partnerships with Nvidia, Qualcomm, Cavium, AMD, and Intel. Individual M&A talks by Amazon, CA & Softbank. TripAdvisor traded up following talk from its Chairman of an M&A-related price floor.
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STOCKS I FOLLOW

AAPL Apple Inc.
AMD Advanced Micro Devices Inc.
ANSS ANSYS Inc.
CA CA Inc.
CAVM Cavium Networks, Inc.
FB Facebook Inc
GOOG Alphabet Inc. (Google)
GOOGL Google (A shares)
INOV INOVALON HOLDINGS, INC.
NEWR New Relic Inc.
ORCL Oracle Corporation
SNAP Snap Inc.
TEAM Atlassian Corporation Plc
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Work Experience

Associate
Samadhi Research Partners
July 2016 - Present (4 years 2 months)

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.

Investment Banking Summer Analyst
OEM Capital
July 2015 - August 2015 (2 months)

OEM Capital provides M&A advisory and secures capital for middle-market firms in the software, IT, communications, and electronics industries. Since 1985 they have completed transactions across the US, Europe, and Asia.

Summer Research Intern
Rhodium Group (RHG)
June 2014 - July 2014 (1 month)

Rhodium Group (RHG) combines policy experience, quantitative economic tools, and on-the-ground research to analyze disruptive global trends. Their work supports the investment management, strategic planning, and policy needs of clients in the financial, corporate, non-profit, and government sectors.

Education

Cornell University
Bachelors of Arts
2014 / 2016
Economics
The University of Connecticut
Bachelors of Arts
2012 / 2014
Economics

Publications