Tilden Path - Undiscovered Tech

December 2024

Follow-up on Toast ($TOST)

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

Dec 27, 2024 • 

Tilden Path Capital

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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

1

October 2023

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

$ANET #Cloud

Oct 26, 2023 • 

Tilden Path Capital

3

July 2023

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

$TOST

Jul 25, 2023 • 

Tilden Path Capital

5

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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

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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

Coming soon

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

Jan 6, 2023 • 

Tilden Path Capital