About Chirag Modi’s Tech Notes
I am a huge fan of European tech and want to increase awareness of interesting listed tech businesses by writing regular company deep dives on Substack.
My preliminary thesis on why European / Intl. tech equities could be interesting:
1/ US has historically been the largest tech equities market. China has become a large (domestic) tech market over the last decades. As a global tech investor, the investable universe in these 2 markets is pretty decent. ADRs have also made it easier to hold China tech exposure.
About Me
I am a tech investor with a passion for enterprise software and marketplaces. I am fascinated by technology investing in private as well as public markets and strive to learn from founders, operators and fellow investors.
Previously, I worked in tech M&A at Lazard, an independent financial advisory firm.
I find writing to be an excellent tool to structure my thoughts and love speaking to amazing people I meet on Twitter.
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People
Interested in Technology and Investing (public equities + VC)