Insights
Deep dives into technology, markets, and investment opportunities
101 Thoughts on Work, Life, and Investing
101 rules I invest by, earned the expensive way. Read one with your morning coffee. Free PDF and full audio inside.
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.
How Age Changes the Investment Paradigm
Your twenties reward saving, your forties reward judgment, your fifties reward knowing when to harvest.
The Five-Pillar Engine
The checklist behind every DalalBytes idea: five pillars, two non-negotiables, and why most ideas fail the grading.
Green, Sweetgreen
Analyzing Sweetgreen's technology-driven approach to fast-casual dining and sustainable growth.
BlackBerry's Refusal to Give Up
How BlackBerry pivoted from smartphones to cybersecurity and IoT solutions.
India: A Coffee Can Journey
Long-term investment opportunities in India's rapidly growing economy.
Tesla and BlackBerry
Comparing innovation trajectories and market positioning of two tech disruptors.
The Rise of Edge AI
Exploring the shift from cloud to edge computing for AI applications.