Identifying multi-bagger opportunities through disciplined research
DalalBytes combines deep technical expertise with fundamental analysis to uncover high-growth companies early. Our track record speaks for itself.
Founded by Prakash Damodaran, a software engineer with 27 years of experience building and scaling technology systems.
DalalBytes brings a unique perspective to equity research by combining deep technical understanding with rigorous fundamental analysis. We focus on identifying transformative companies early and holding them through their growth journey.
Our founder's background in engineering leadership at Amazon, Wayfair, Akamai, and BlackBerry provides invaluable insights into what separates truly innovative companies from the rest.
Ideas come from firsthand work: conferences, products in hand, and thirty years of engineering instinct. Borrow the idea; the verdict has to be yours.
Every idea is graded against five pillars: a sunrise sector, leadership that does what it says, a real moat, an iron-fortress balance sheet, and visible free cash flow.
Conviction scales slowly as evidence arrives. Start small enough that mistakes stay small, and size up only as the story proves itself.
The thesis gets rechecked continuously. Price moves do not change the story; broken pillars do. Harvest with a ruler, rotate with discipline.
Time-weighted returns. S&P 500 shown as total return with dividends reinvested.
Names our research identified early in their journey, and the thesis behind each.
First 15-bagger: the AI ontology platform, accumulated through the bear market.
The long-term compounder: roughly 3x over six years on AI and cloud.
Lisa Su's turnaround: about 4x in and out on pure hardware with ROCm inroads.
Cloud restaurant platform riding small-business software adoption.
The skeptic's conversion: a digital bank scaling under a proven operator.
Drive-through coffee chain compounding through unit growth.
Telehealth platform scaling direct-to-consumer subscriptions.
Launch cadence above ISRO: about a 5x run on a no-hype founder.
Yandex-founder DNA: about 4x in a year on the neocloud buildout.
The bet of a lifetime: QNX embedded in the software-defined vehicle.
AI-driven antibody discovery platform for drug development.
Past performance does not guarantee future results. All investments carry risk.
Interested in learning more about our research?