Undiscovered Tech Insights
I work in the tech industry and enjoy writing about lesser known, undiscovered small and mid cap technology stocks. This is not meant to be investment advice.
$TWLO: A Call Option on Voice AI
Tilden Path Capital's Twilio investment thesis is playing out. After buying at $45 in 2022 and scaling the position in 2025, the market has rerated Twilio on reaccelerating growth. Q1 2026 results — voice revenue up 20%, the highest in 19 quarters — point to Voice AI as the next leg of upside.
Unity - Good Management and a great product helping with a turnaround
Unity 1 year performance.
Toast ($TOST)’s software advantages are powering its growth
This is a follow-up from the earlier write-up on Toast on Substack from July 25, 2023. Finally, market is recognizing the value of Toast’s superior product and SaaS software, which is demonstrated in the 111.41% returns for the stock so far in 2024.
6 useful snippets from Berkshire's 2023 Annual Letter
Reading the entire letter (2023 letter) is encouraged, and apart from his tribute to Charlie Munger, here are the six investing tidbits that appealed most to me. Warren Buffet, more than any other individual, has inspired Tilden Path Capital’s investment philosophy.
Buying Arista networks in 2014 resulted in 13x returns: Why did it work out?
Buying Arista Networks $ANET in 2014 resulted in 13x returns: Why did it work out?
Toast’s Hidden Long-Term Competitive Advantage – Software Modules
Toast’s Hidden Long-term competitive advantage: Software Modules
Short-term macroeconomic headwinds for $CGNX is a long-term opportunity
Short-term macroeconomic headwinds for $CGNX is a long-term opportunity
What may be next for Cloud (IaaS) growth?
Investors who want to invest in cloud IaaS growth can consider hedging their bets by investing in companies which have healthy businesses in both cloud IaaS as well as on-premise environments.
After ten years of growth in Nasdaq 100, what is next for technology stocks? What may be suitable tech indexes to consider as of today?
To invest in secular growth areas of cybersecurity, artificial intelligence, digital transformation, and industrial automation. an investor can pick individual stocks or invest in a technology index focused on small cap stocks.
How will inflation impact future returns for the Nasdaq 100 index? Is the Nasdaq 100 index a good investment as of today?
Inflation is likely to stay. Nasdaq 100 is dominated by a few big stocks.