Helios Capital Partner
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 48 | Founded | 10 months ago | Last Issue | 8 days ago |
| Active | |||||
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helioscapitalpartner.substack.comLatest Issues
ASML Q2 Update
ASML reported a strong beat across the board, with CEO Christophe Fouquet and CFO Roger Dassen delivering bullish commentary on every segment. Once again, ASML has exceeded my expectations and updates will have to be made to my model for th...
Weekly News and Ideas: #1
By Guan Rui
Meta’s Cloud Business and the Semis Sell Off
The markets are finally broadening out, away from semis, into lagging sectors, given most of the S&P’s returns this year have been contributed by semis.
The trigger for this se...
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...
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| 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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