High Growth Investing
Stefan WaldhauserWeekly Investment Ideas and Stock-Picking Strategy for Public Tech and Growth Companies.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 28 | Subscribers | Read | hightechinvesting.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
GitLab Stock: Premium Software Company at a Premium Price
Those of you who have been following this SubStack for a while will know that I have a particular soft spot for exciting software companies. Today I’d like to look at another growth story from Silicon Valley, which surprisingly has its orig...
IAC Stock: Bargain or Value Trap?
The Internet holding company IAC has been one of the overweighted stocks in my model portfolio for some time. Unfortunately, shareholders have had little to cheer about in recent years: the stock has yet to make a sustained recovery from t...
PayPal Stock: When the Sleeping Giant Wakes up
It has been almost 9 years since eBay shareholders received PayPal shares in their portfolios as part of a highly anticipated spin-off. Those shareholders who have stayed on since the eBay spin-off have had a wild ride.
CrowdStrike Stock Analysis: The Falcon Cybersecurity Platform is unstoppable
Fortunately, I took advantage of the sell-off in SaaS stocks at the end of 2022 to add cybersecurity provider CrowdStrike to my model portfolio at prices around 100 USD. Only 15 months later, we see book profits of over 200%.
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Authors
The writers behind this newsletter.
Enterprise Software veteran from Germany with more than 25 years of experience as serial entrepreneur, tech executive and investor. Passionate Stock-Picker since 35 years.
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