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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

Starbucks Investor Day - January 29, 2026

Moonbound ｜ For All Humanity - NASA official video

Moonbound ｜ Charting the Course - NASA official video

IBM Investor Day 2025 - February 04, 2025

Arm CEO Keynote with Rene Haas - March 24, 2026

Arm Everywhere: Investor Session - March 24, 2026

Tesla Terafab Announcement

Cicor Technologies Ltd. - Capital Markets Day - Dec 1, 2025

Investor Presentation | S&P Global Investor Day 2025

SAP Financial Analyst Conference - May 21, 2025

Shift4 Investor Day 2025 - Feb 18, 2025

DJ Seo (Neuralink) presentation Dec 3, 2025

Nvidia / Synopsys deal announcement

AppFolio Investor Meeting ｜ 2025

Baron Capital Day 1 Stream - Nov 14, 2025

Elon Musk at Ron Baron's Baron Capital Conference, Nov 14, 2025

14 Nov 2025AI processed

The podcast features an interview with Elon Musk, where he discusses a wide range of topics, starting with the potential of Optimus robots and their impact on human employment, estimating the cost and production scale of these robots, and highlighting the complexity of their hands for performing dexterous tasks like su...

AMD 2025 Financial Analyst Day

Adobe MAX 2025 Investor Session

Evercore Fireside Chat with Adobe (9.23.25)

Pioneering What's Next: EchoStar's Vision and Strategy

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