Tilden Path Capital - Undiscovered Tech Insights

Home
Notes
Archive
About

Sitemap - 2023 - Tilden Path Capital - Undiscovered Tech Insights

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

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

Cognex: A play on the trends of Artificial Intelligence, Edge Computing and Industrial Automation

What may be next for Cloud (IaaS) growth?

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?

How will inflation impact future returns for the Nasdaq 100 index? Is the Nasdaq 100 index a good investment as of today?

Coming soon

© 2025 Gaurav Kumar
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share