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High Growth Investing

Stefan Waldhauser

Weekly Investment Ideas and Stock-Picking Strategy for Public Tech and Growth Companies.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues58SubscribersRead hightechinvesting.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Vimeo Stock: Patience is Paying Off

The stock of video platform Vimeo have been bobbing along in my model portfolio for over 18 months at prices below $4. I had cautiously added shares from time to time and my portfolio ended up significantly overweight in Vimeo. My last pos...

a month ago
3
0

Alphabet Stock: Why I'm Currently On The Sell Side

This article is an update of an article originally published on April 28th 2024. It has been expanded and updated with Q3 FY24 figures from October 29th 2024.

2 months ago
9
1

LendingClub Stock After a Spectacular Recovery

This article is an update of a LendingClub stock analysis first published in February 2024. It has been updated and significantly expanded following the LendingClub figures for the Q3 2024.

2 months ago
11
0

We are in the Midst of a Dangerous AI Bubble - Will it Burst in 2025?

A lot of people in the stock market are in denial about the fact that there's a massive financial bubble around generative AI. It's only a matter of time before it bursts and destroys a lot of fortunes. I have already discussed this danger ...

2 months ago
8
0

Authors

The writers behind this newsletter.

  • Stefan Waldhauser

    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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