High Growth Investing

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Teladoc Stock in 2025: Two Acquisitions as Game Changers
In light of recent developments at the virtual healthcare provider Teladoc, I have decided to invest. Here is my investment thesis on this 'fallen…
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Stefan Waldhauser
GitLab Stock: Between AI Vision and Reality
Despite record cash flow and a promising AI transformation, the GitLab stock price plummeted by over 30%. In this article, I will review my investment…
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Stefan Waldhauser
6
Airbnb Stock in 2025: My Perspective as a Guest, Host, and Shareholder
Can Airbnb Finally Take Off in 2025? Here's my update on the stock after the Q1 2025 figures and the Airbnb summer release.
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Stefan Waldhauser
6
Warner Bros. Discovery: Is the Stock a Real Bargain or is it a Value Trap?
Warner Bros. Discovery is struggling with a declining TV business, but HBO Max is thriving as the central hope for its future.
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Stefan Waldhauser

May 2025

Why Elon Musk plans to merge Tesla with xAI
Possible Tesla-xAI merger: What's behind this speculation - and why it's more realistic than many believe.
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Stefan Waldhauser
Short Ideas: Which Stocks Could Disappoint Investors in 2025/2026?
Tech boom or not, not all stocks are good investments. The reasons I am holding short positions on Tesla, Palantir, C3.ai and SoundHound AI.
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Stefan Waldhauser
Duolingo Share: What's Next After A +500% Gain?
Duolingo is growing fast - revenue, user growth, and AI innovation are impressive. But is the stock still worth buying after a +500% gain?
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Stefan Waldhauser
2
Profitability Beats Growth: The Quiet Comeback Of PayPal Stock
One of the overweight core holdings in my portfolio is PayPal. Here is an overview of the excellent progress of the turnaround in the first quarter of…
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Stefan Waldhauser

April 2025

Tesla Stock: Not An Investment, But A Matter Of Faith
Tesla reported disastrous Q1 2025 numbers - and its share price is rising. How is that possible? Find out here.
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Stefan Waldhauser
Lyft Stock: Freenow Acquisition - Game Changer Or Flash In The Pan?
Lyft has announced the acquisition of European mobility platform Freenow, a move that will expand its operations from only two markets to eleven.
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Stefan Waldhauser
7 Tips On How To Survive A Bear Market
Trump has gone too far. It is now time to prepare for the bear market his regime has caused.
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Stefan Waldhauser
2
$300 Billion For OpenAI - Visionary Valuation Or Loss of Reality?
The ChatGPT provider is now worth $300 billion, despite billions in losses. Here's my reality check.
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Stefan Waldhauser
© 2025 Stefan Waldhauser
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