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Santa Investments

Eric Santa, CFA

Join me on a journey through the world of investments.

Platform
Substack
PricingOnly free issuesPublishesMonthly
Issues5Founded2 years agoLast Issue2 years ago
Active

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Latest Issues

Zoom — Reacceleration on the Horizon?

posted 2Q25 results and its stock price rose ~15%, reaching $70 during Friday 23. What happened?

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1. Better-than-expected results and full year guidance lifted

Top-line for the quarter rose 2.1% year-over-year, beating...

2 years ago
1

Plejd: The Electrician’s $APPL

1.0 Introduction

Plejd develops and sells smart products and services for lighting control with a strong presence in the Nordic countries. These devices can be controlled via Plejd’s app, allowing users to customise and automate their...

2 years ago
3

Zoom: All Eyes On Up-Market

1.0 Big Customers, Big Contracts

$ZM keeps expanding among its installed base, driven by cost efficiencies realised by consolidating their communications and collaboration solutions on to Zoom, as well as a more seamless user experien...

2 years ago
2

Zoom: The Forgotten Innovator.

1.0 Customers First

Zoom is an extraordinary founder-led business in the middle of two growth phases. The company has evolved from a video-conferencing company to a unified communications and collaboration platform.

The market is t...

2 years ago
1
2

Welcome to Santa Investments

Hello!

A bit about myself:

During my economics undergraduate degree, I took a subject called Analysis and Elaboration of Financial Statements. There, I was introduced to fundamental analysis and some of the classic investors such as Warre...

2 years ago

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    Long-term investor

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