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DALAL STREET PUBLICATIONS

From the creators of the Dogs of Dalal Street podcast, we bring you an editorial with fresh new perspectives on finance and economics news.

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Zuora Due Diligence

The Case for Zuora: The Growth Stock of a Lifetime Zuora focuses on one, simple to understand niche; cloud software to enable...

Ciena Due Diligence By Rutvij Thakkar

Tl;dr CIEN is a relatively undervalued telecommunications company that should see tremendous growth in the next few years. Ciena provides...

The Case for Nvidia, by Rutvij Thakkar

Thesis: Nvidia and Apple will be partnering to create CPUs for iPhones, the Mac lineup, and pretty much any other place Apple will have a...

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