Increasing Returns Marcelo P. Lima

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.comFollow Marcelo on Twitter https://twitter.com/MarceloPLimaSubscribe to our email list https://www.hellerhs.com...

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-walmartInterview referenced in the episode:https://youtu.be/XXJpk14PQkA — Increasing Returns is a podcast by Heller House. We ...

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-importantIncreasing 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.comFollow Marcelo on ...

“In the next three to five years, every brand will have a Roblox strategy.”Quite an interesting statement from Roblox's VP of Brand Partnerships, Christina Wootton!In this episode we explore the opportunity for Roblox to build an advertising business and dramatically increase its monetization.The images and video segments referenced in this episode are at:https://www.hellerhs.com/post/roblox-the-coming-ad-titanCheck out our Episode 10, Investing in the Metaverse, for a primer on Roblox.Increa...

Almost a year after I asked the question, is the answer closer to a "yes"?What can the city do to ensure it succeeds? Listen in to find out.As always, a transcript is available at: https://www.hellerhs.com/post/could-miami-become-a-world-class-tech-hubIncreasing 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.comFollow Marcelo on Twitter https://twitter.com/MarceloPLimaSubscribe...

How do we think about investing at Heller House? This episode explores how we think about our companies, the markets they operate in, valuation, and much more. We discuss our values, alignment of interests, mission and goals.A transcript of this episode is available here: https://www.hellerhs.com/how-we-thinkIncreasing 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.comFollow Ma...