Increasing Returns is a podcast by Heller House. I'm your host, Marcelo Lima. We explore how the internet has changed the world of business, and apply a value investing framework to the industries of the future.
Atlassian's latest investor day showed growing ambition from this 20-year old cloud pioneer. A transcript with additional links can be found here: https://www.hellerhs.com/post/atlassian-growing-ambition — Increasing Returns is a podcast by Heller House. We apply the principles of value investing to the industries of the future. Learn more about Heller House https://www.hellerhs.com Follow Marcelo on Twitter https://twitter.com/MarceloPLima Subscribe to our email list https://www.hell...
22 Mar 2022
Ep. 19 - Why SaaS is Like Walmart
Software as a service (SaaS) companies are frequently misunderstood because they are investing for the long-term and don’t generate accounting profits today. It turns out SaaS shares an eery resemblance to Walmart when it was in hypergrowth mode. To find out why, listen on. A transcript of this episode is available at: https://www.hellerhs.com/post/why-saas-is-like-walmart Interview referenced in the episode: https://youtu.be/XXJpk14PQkA — Increasing Returns is a podcast by Helle...
13 Jan 2022
Ep. 18 - Why Empire Building is Important
How do modern business empires resemble the Mongolian Empire assembled by Genghis Khan and his descendants? And why is it important, as an investor, to identify these empires? For a transcript and images referenced in the show, please visit: https://www.hellerhs.com/post/why-empire-building-is-important Increasing Returns is a podcast by Heller House. We apply the principles of value investing to the industries of the future. Learn more about Heller House https://www.hellerhs.com Follow Ma...
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