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Memos by Heller House

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Investment Fund
Thought-Provoking

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Summary

Sector Tech
Content Type Analysis
Website Other
Paywall No

Ratings

Average Rating 9.3
Ratings 3
Your Rating Rate
Ranking 61

Content

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How Mismanaged is Block?

Aug. 16, 2023, 6:16 p.m.

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Tesla FSD Could Be Big

July 25, 2023, 2:43 p.m.

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Tesla Opens Up Superchargers to Competitors: Bad Move?

June 10, 2023, 8:56 p.m.

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Apple Vision Pro: Is This Meta’s iPhone Moment?

June 6, 2023, 8 p.m.

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Okta’s Execution Mess

Sept. 2, 2022, 4:57 p.m.

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Salesforce’s Best Acquisition Yet: Itself

Aug. 29, 2022, 5:25 p.m.

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Stripe vs. Adyen: Collision Course

Aug. 24, 2022, 12:32 p.m.

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Twilio’s Margin Target: How Achievable is It?

Aug. 12, 2022, 2:15 p.m.

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Square’s Margins, Square vs. Shopify

Aug. 10, 2022, 1 p.m.

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Ping and SailPoint: A Look at Thoma Bravo’s Identity Rollup

Aug. 9, 2022, 1 p.m.

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Tesla and Shopify: Integration, Modularity, and Value Capture

Aug. 3, 2022, 1 p.m.

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Shopify: A Rake Not Far Enough

Aug. 2, 2022, 11:47 a.m.

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Chasing Tesla: There is No Catalog

July 27, 2022, 1 p.m.

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Netflix’s Advertising Ambitions

July 22, 2022, 11:53 a.m.

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Stock-Based Compensation: Friend or Foe?

July 20, 2022, 2:39 p.m.

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Unity: Doesn’t Add Up

July 15, 2022, 3:16 p.m.

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Unity + ironSource: A Look at the Deal

July 14, 2022, 1 p.m.

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Twilio’s Go to Market Evolution

July 12, 2022, 2:10 p.m.

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Twilio: Racing Up the Stack?

July 11, 2022, 12:23 p.m.

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Upstart’s Credibility Gap

July 8, 2022, 5:23 p.m.

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Zuckerberg’s Meta Miscalculation

July 6, 2022, 1:01 p.m.

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