Insights

Deep dives into technology, markets, and investment opportunities

Book cover: From Bagholder to Multibagger by Prakash Damodaran
Book

From Bagholder to Multibagger: The Prologue

Listen to the prologue of the upcoming book: the $6 crucible, the drawdown that built the engine, and the whole promise in one line.

Five pillars in teal line art on dark charcoal
Methodology

The Five-Pillar Engine

The checklist behind every DalalBytes idea: five pillars, two non-negotiables, and why most ideas fail the grading.

Fresh salad bowl with beets and grains
Restaurant Tech

Green, Sweetgreen

Analyzing Sweetgreen's technology-driven approach to fast-casual dining and sustainable growth.

Mumbai skyline at dusk
Emerging Markets

India: A Coffee Can Journey

Long-term investment opportunities in India's rapidly growing economy.

Tesla vehicles at a Supercharger station
Automotive

Tesla and BlackBerry

Comparing innovation trajectories and market positioning of two tech disruptors.

AI semiconductor chip macro photograph
Artificial Intelligence

The Rise of Edge AI

Exploring the shift from cloud to edge computing for AI applications.

Snow-covered New York City skyline in winter
Market Analysis

December's Dawning

Year-end market reflections and outlook for the coming year.