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6 useful snippets from Berkshire's 2023 Annual Letter
This weekend, Berkshire Hathaway published their annual letter.
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Buying Arista networks in 2014 resulted in 13x returns: Why did it work out?
$ANET #Cloud
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Toast’s Hidden Long-Term Competitive Advantage – Software Modules
$TOST
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Cognex: A play on the trends of Artificial Intelligence, Edge Computing and Industrial Automation
Short-term macroeconomic headwinds for $CGNX is a long-term opportunity
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What may be next for Cloud (IaaS) growth?
$ORCL $MDB $ESTC
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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?
$QQQ, $RYT, $PSCT
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How will inflation impact future returns for the Nasdaq 100 index? Is the Nasdaq 100 index a good investment as of today?
And how will FAANG stocks ($AMZN, $AAPL, $MSFT, $GOOGL) impact QQQ?
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Tilden Path Capital - Undiscovered Tech Insights
Tilden Path Capital focuses on in-depth product research to discover long term winners in technology companies. This blog shares insights about about underappreciated growth stories of small and mid cap technology companies. Not investment advice.
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