Tilden Path - Undiscovered Tech
Tilden Path CapitalTilden 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.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 10 | Founded | 4 years ago | Last Issue | a year ago |
| Active | |||||
Read this Newsletter
undiscoveredtech.substack.comLatest Issues
Is SaaS dead in the age of AI?
The following is an excerpt from the Tilden Path Capital Q2 2025 Investor Letter
The tech newscycle is abuzz with how GenAI-driven code generation will allow for customized AI agents or bespoke AI apps to be written for every enterprise’s...
Follow-up on Toast ($TOST)
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...
6 useful snippets from Berkshire's 2023 Annual Letter
This weekend, Berkshire Hathaway published their annual letter. In my humble opinion, it is one of Warren Buffett’s best in recent years, and has countless snippets of investing wisdom.
Reading the entire letter (2023 letter) is encourage...
Buying Arista networks in 2014 resulted in 13x returns: Why did it work out?
Tilden Path Capital invests for the long run in select, well-researched small tech companies emerging as winners in sectors being disrupted. Such companies have superior products, and have durable competitive advantages, allowing them to gr...
Toast’s Hidden Long-Term Competitive Advantage – Software Modules
Toast is in the news as a rapidly growing point-of-sale (POS) system for SMB restaurants, with a 3yr CAGR of 60%. In contrast with competitors like Square, Toast is focused on just one vertical – restaurants – and this approach gives it a k...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Tilden Path.
| Subscribers | Monthly Web Visits | Accepts Sponsors | |||
|---|---|---|---|---|---|
| Estimated Cost per Ad | |||||
Explore More
Authors
The writers behind this newsletter.
A boutique Investment management firm focused on analyzing product quality to find long term winners in small and mid cap technology stocks. Leverages Silicon Valley experience. No investment advice.
Social
Frequently Asked Questions
How can I access the email archive for Tilden Path?
You can find recent issues that have been published by Tilden Path on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Tilden Path have?
To see how many people subscribe to Tilden Path, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Tilden Path?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Tilden Path as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Tilden Path?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Tilden Path using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Tilden Path?
Scroll up to where it says Related Newsletters to see other publications like Tilden Path. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Tilden Path?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.