
With a 35-year record of disciplined stock-picking success, Stefan Waldhauser’s High Growth Investing champions steady wealth building over the flashy quick-profit gambits crowding today’s markets.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 140 | Subscribers | Read | hightechinvesting.substack.com |
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Twilio delivered strong results in 2025, including more growth, profitability, and free cash flow. Yet, I still sold the stock after it doubled in price for a good reason.
Twilio hat 2025 stark geliefert: mehr Wachstum, mehr Profitabilität, mehr Free Cashflow. Warum ich die Aktie nach einer Verdopplung trotzdem verkauft habe.
Why a supposedly boring hosting and cloud provider offers exactly the combination of growth, margin leverage, and cash flow that I’m currently looking for.
Warum ein vermeintlich langweiliger Hosting- und Cloud-Anbieter genau die Mischung aus Wachstum, Margenhebel und Cashflow liefert, die ich aktuell suche.
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The writers behind this newsletter.
Enterprise Software veteran from Germany with more than 35 years of experience as serial entrepreneur, tech investor and funds manager.
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