Undiscovered Tech Insights
Gaurav KumarI work in tech and like sharing undiscovered insights about small and mid cap technology stocks. Not investment advice.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 8 | Subscribers | Read | undiscoveredtech.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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.
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...
Cognex: A play on the trends of Artificial Intelligence, Edge Computing and Industrial Automation
TLDR: Computer Vision is an AI sector that holds promise for investors as it is powering industrial automation which is growing quickly thanks to secular trends of reshoring and lack of labor. Cognex, a leader in Machine Vision, has industr...
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Authors
The writers behind this newsletter.
Product Guy (Data, Cloud, SaaS). Startups and Big Tech. MBA at Duke University and Computer science at University of Illinois. Focus on Small and Mid Cap Tech Stocks, No investment advice. Tilden Path Capital
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