Exceptional businesses
Products and services loved by customers, with durable competitive advantages and large opportunities ahead.
Heller House
Value investing
Value investing
in the future.
We partner with the world’s best teams, products, and services. We seek consumer and enterprise franchises in large, growing markets.
Our investees are innovative companies disrupting incumbents or creating new markets. We focus on businesses with strong competitive advantages and attractive reinvestment opportunities.
Our approach
Standing on the shoulders of giants.
We adapt the principles of Benjamin Graham and Warren Buffett to a world permeated by software, network effects, and zero marginal costs.
Technological change
Businesses riding long adoption curves and using innovation to create new markets or reshape existing ones.
Disciplined valuation
Long-term value creation matters, and so does the price paid for it. We require a meaningful margin of safety.
The world is changing
The current wave of innovation is just getting started.
The spread of broadband, the smartphone, cloud computing, and an entirely new technology stack built on top of these tools has created an explosion of opportunity for founders and investors alike.
At Heller House, we own a concentrated portfolio of businesses exploiting these opportunities.
Explore our investment philosophy
How Mismanaged is Block?
I used to think that Block, the payments and digital banking company previously known as Square, was well-managed. It’s a consistent grower,
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Tesla FSD Could Be Big
During Tesla’s second quarter earnings call last week, CEO Elon Musk said that Tesla is “very open to licensing our FSD software and
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Tesla Opens Up Superchargers to Competitors: Bad Move?
In the last few weeks Ford, then GM, announced that they would adopt the Tesla-invented NACS charger and allow their vehicles to use
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