27 years engineering software. Now outperforming the markets.
I identify multi-bagger opportunities in public equity markets through disciplined research and analysis. My track record includes early positions in Palantir, Google, Toast, Sofi, Dutch Bros, HIMS, RocketLab, and Nebius Holdings.
I achieved financial freedom through a successful software engineering career and transitioned to full-time investing in 2023.
My engineering background gives me a unique edge in analyzing technology companies. I understand product development, scalability challenges, and what separates truly innovative companies from the rest.
Through DalalBytes, my boutique equity research firm, I focus on identifying high-growth companies early and holding them through their transformation. My approach combines fundamental analysis, SEC filing deep-dives, and pattern recognition from decades of building and scaling software systems.
I stay hands-on with technology by actively trying out new AI tools and models, which helps me validate underlying investment theses and understand the real-world capabilities and limitations of emerging technologies.
Boutique equity research firm focused on identifying multi-bagger opportunities in US and India markets. Providing capital management with consistent market-beating returns and angel investing in early-stage companies.
Defined and implemented strategy for software updates to Amazon's S3 systems, one of the world's largest distributed storage systems.
Built multiple engineering teams in supply chain from ground up. Led analytics solutions that improved operational efficiency by 10% and delivery accuracy by 5%. Managed teams through high-growth period and remote transition.
Built and led team delivering Mobile Application Performance SDK solutions deployed on tens of millions of devices worldwide. Improved app performance and conversion rates for major customers.
Led development of BlackBerry HUB data layer on BB10 platform. Managed team of 10 developers building core messaging infrastructure.
University of Massachusetts Amherst, 2010
Cochin University of Science and Technology, 1996
Analysis and perspectives on equity markets, technology trends, and investment opportunities.
Comprehensive technical analysis of BlackBerry covering trend phases, support/resistance levels, moving averages, momentum indicators, and forward scenarios. Data-driven examination of a stock searching for equilibrium after a 188% rally from 2024 lows.
Technical analysis of 50+ stocks. Top picks: AVGO (93/100), GOOGL (+87.7% momentum), SOFI (+115.9% in 6M). Includes both ETF and individual stock portfolios. Pure technicals, no fundamentals. Usual disclaimers apply.
Monthly performance analysis of 10 tickers. May was best (+15.1%), March worst (-11.4%). HIMS led 5 months. PLTR and GOOGL positive 9/11 months. Traditional seasonal patterns didn't hold. One year of data, humble conclusions.
Pure data analysis of day-of-week patterns. Wednesday averaged +0.78%, Thursday -0.49%. A buy-Thursday-sell-Wednesday strategy returned 180% on PLTR vs 124% buy & hold. One year of data, real limitations.
Comprehensive backtest analysis of buy & hold, MA crossover, and RSI strategies across 9 tickers. Includes risk-adjusted returns, transaction costs, and honest limitations. No universal best strategy—it depends on the stock.
How we simplified dozens of technical indicators into a single 0-100 score. Includes backtesting results, signal timing analysis, and honest limitations of technical analysis.
A software engineer's journey from burnout to rediscovery. How I fell back in love with building after years away, and why the gap between idea and execution has collapsed.
How I built a professional-grade financial analysis system for tracking market trends for less than the cost of a coffee. Deep dive into serverless architecture, signal generation, and cost optimization.
Interested in discussing investment opportunities or technology trends? Reach out.