Helios Capital Partner
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 46 | Founded | 9 months ago | Last Issue | 4 days ago |
| Active | |||||
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helioscapitalpartner.substack.comLatest Issues
Swapping Meta For Google
By Ze Yao
Recently, I decided to sell 70% of my shares in Meta and instead reinvest it back into Google. My initial rationale for trimming Google was due to several reasons that can be found in the Substack writeup titled “Logging My Ratio...
Cellnex Telecom SA
By Ze Yao
Business Overview
Cellnex is Europe’s largest telecommunications towers and infrastructures operator, enabling operators to access a wide network of telecommunications infrastructures on a shared-use basis, and thus helping...
SpaceX is undoubtedly the Greatest Business of Our Generation, But Is It The Greatest Investment?
Let me preface this by saying that SpaceX is genuinely one of the most impressive businesses I have ever come across, what is more sexy than a rocket shooting company that is run by the richest man on earth. The technology, the moat as well...
Notes: 13Fs and TCI selling Microsoft
TCI Sells Microsoft
TCI sold Microsoft for two main reasons: (1) TCI sees risk in Microsoft 365 suite of products and (2) TCI is wary of Microsoft’s Azure business, probably tied to the increased concentration in OpenAI and lack of Back...
Safran Investment Thesis
By Guan Rui
Safran Analysis
Introduction
Safran is a company that was founded in 2005 following the merger of SNECMA and SAGEM. Its roots trace back to 1945, where SNECMA was formed as a state driven project for manufacturing of engines...
Key Facts
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Subscribers, engagement, traffic and sponsorship for Helios Capital Partner.
| Subscribers | Engagement | 74 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
By Guan Rui: [email protected] & Ze Yao: [email protected]
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