From Building Systems to Building Wealth

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.

27
Years in Tech
7+
Multi-baggers
2
Markets (US/India)

About

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.

Investment Track Record

Current Portfolio Holdings

Multi-bagger Wins

  • Google
  • Palantir
  • Toast
  • Sofi
  • Dutch Bros
  • HIMS
  • RocketLab
  • Nebius Holdings

Investment Philosophy

  • Deep fundamental research
  • Long-term conviction holds
  • Focus on disruptive technology
  • Disciplined position sizing

Career Journey

Founder

2023 - Present

DalalBytes

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.

Engineering Manager

2022 - 2023

Amazon S3

Defined and implemented strategy for software updates to Amazon's S3 systems, one of the world's largest distributed storage systems.

Senior Engineering Manager

2018 - 2022

Wayfair

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.

Director of Engineering

2014 - 2018

Akamai Technologies

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.

Software Lead

2009 - 2014

BlackBerry

Led development of BlackBerry HUB data layer on BB10 platform. Managed team of 10 developers building core messaging infrastructure.

Education

MBA

University of Massachusetts Amherst, 2010

B.Tech in Computer Engineering

Cochin University of Science and Technology, 1996

Investment Insights

Analysis and perspectives on equity markets, technology trends, and investment opportunities.

Coming Soon

Deep dives into companies, market analysis, and investment frameworks. Subscribe to stay updated.

Let's Connect

Interested in discussing investment opportunities or technology trends? Reach out.