Heller House
Memos How we think Podcast Investor letters Request access
Subscribe

Meta

Apple Vision Pro: Is This Meta’s iPhone Moment?
June 6, 2023 7 min read

Apple Vision Pro: Is This Meta’s iPhone Moment?

There is a scene in the recently released movie Blackberry in which the employees at Research in Motion, maker of the eponymous smartphone, are

Read memo →
Zuckerberg’s Meta Miscalculation
July 6, 2022 13 min read

Zuckerberg’s Meta Miscalculation

Physicist Richard Feynman delivered a commencement speech at Caltech, in 1974, called “Cargo Cult Science.” He pointed out all the mistaken theories we have,

Read memo →
Heller House

Long-term investing in a changing world.

Memos How we think Podcast Investor letters Request access to HHOF letters
Get in touch contact@hellerhs.com 305-854-0675
Heller House LLC © 2026 Miami, Florida