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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

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Solstice Investor Day 2025

24 Oct 2025
2h 29m
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Q&A - Financial Analyst Day 2025

22 Oct 2025
59m
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Oracle Health - Financial Analyst Day 2025

21 Oct 2025
45m
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Oracle Cloud Infrastructure - Financial Analyst Day 2025

20 Oct 2025
44m
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Oracle Cloud Applications - Financial Analyst Day 2025

20 Oct 2025
45m
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Oracle Financial Update - Financial Analyst Day 2025

18 Oct 2025
10m
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Oracle Database - Financial Analyst Day 2025

18 Oct 2025
34m
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Ferrari Capital Markets Day 2025

17 Oct 2025
3h 4m
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Salesforce Investor & Analyst Session at Dreamforce 2025

16 Oct 2025
3h 4m
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Veeva 2023 Investor Day

17 Nov 2023
2h 16m
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Robin Hood NYC 2023 Fireside Chat Stan Druckenmiller and Paul Tudor Jones

30 Oct 2023
32m
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Twilio Investor Meeting with Jeff Lawson

12 Jul 2022
1h 0m
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Berkshire Hathaway 2022 Shareholder Meeting

03 May 2022
6h 10m
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Marcelo P. Lima from Heller House talks about tech investing and innovation with Todd Peters.

30 Apr 2021
50m
Page 3

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