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Heller House · Investment

Heller House

VALUE INVESTING IN THE FUTURE We partner with the world's best teams, products and services. We seek consumer and enterprise franchises in large, growing markets. Our investees are innovative companies disrupting incumbents or creating new markets. We focus on businesses with strong competitive advantages and attractive reinvestment opportunities.

Episodes

SpaceX - Critical Path - July 10, 2026

Parker Hannifin 2024 Investor Meeting - May 16, 2024

Midjourney Medical Hardware 1 Unveiling with David Holz

Sandisk Investor Day - Feb 11, 2025

Veeva Systems Investor Day - October 16, 2025

Gavin Baker interviews SpaceX CFO Bret Johnsen at Mission Control

09 Jun 2026AI processed

SpaceX’s strategic growth centers on the foundational role of rapid, reusable launch technology, specifically Starship, to enable a vertically integrated ecosystem of connectivity and computing. By targeting a 10x reduction in launch costs, the company facilitates the massive expansion of Starlink, which aims to serve ...

SpaceX IPO Roadshow - June 4, 2026

Kioxia Investor Day - June 2, 2026

Guidewire Analyst Day - Oct 29, 2025

SpaceX Starship Flight 12 4K - May 22, 2026

Roper Technologies Investor Day - March 21, 2023

TransDigm 2024 Analyst Day - June 26, 2024

GE Aerospace 2024 Investor Day - March 7, 2024

Badger Meter Investor Day - May 21, 2026

Constellation Software Annual Meeting - May 15, 2026

SAP Financial Analyst Conference - May 13, 2026

Global Mobility Investor Day - May 12, 2026

Hershey Investor Day - March 31, 2026

Atlassian Financial Analyst Day - May 6, 2026

ServiceNow Financial Analyst Day - May 4, 2026

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