Archive - Tilden Path Capital - Undiscovered Tech Insights

Follow-up on Toast ($TOST)

Excerpt from Tilden Path's Q2 2024 Investor Letter on $TOST

Dec 27, 2024 •

Tilden Path Capital

February 2024

6 useful snippets from Berkshire's 2023 Annual Letter

This weekend, Berkshire Hathaway published their annual letter.

Feb 26, 2024 •

Tilden Path Capital

October 2023

Buying Arista networks in 2014 resulted in 13x returns: Why did it work out?

Oct 26, 2023 •

Tilden Path Capital

July 2023

Toast’s Hidden Long-Term Competitive Advantage – Software Modules

Jul 25, 2023 •

Tilden Path Capital

May 2023

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

May 3, 2023 •

Tilden Path Capital

March 2023

What may be next for Cloud (IaaS) growth?

$ORCL $MDB $ESTC

Mar 17, 2023 •

Tilden Path Capital

January 2023

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

Jan 30, 2023 •

Tilden Path Capital

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?

Jan 9, 2023 •

Tilden Path Capital

This is Tilden Path Capital - Undiscovered Tech Insights, a newsletter about Investing in Small and Mid Cap Tech stocks.

Jan 6, 2023 •

Tilden Path Capital

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts