Increasing Returns

Marcelo P. Lima

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.

  1. 04/14/2022

    Ep. 20 - Atlassian: Growing Ambition

    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.hellerhs.com/subscribe

    11 min

  2. 03/22/2022

    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 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.hellerhs.com/subscribe

    18 min

  3. 01/13/2022

    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 Marcelo on Twitter https://twitter.com/MarceloPLima Subscribe to our email list https://www.hellerhs.com/subscribe

    13 min

  4. 01/04/2022

    Ep. 17 - Roblox, the Coming Ad Titan

    “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-titan Check out our Episode 10, Investing in the Metaverse, for a primer on Roblox. 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.hellerhs.com/subscribe

    16 min

  5. 11/18/2021

    Ep. 16 - Could Miami Become a World-Class Tech Hub?

    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-hub 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.hellerhs.com/subscribe

    16 min

  6. 11/03/2021

    Ep. 15 - How We Think

    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-think 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.hellerhs.com/subscribe

    15 min

  7. 10/12/2021

    Ep. 14 - The BNPL Revolution

    Klarna, Affirm, and AfterPay are taking an increasing share of ecommerce payments by offering buy now, pay later (BNPL) to consumers. We take a close look at Affirm, and how it's actually a really old idea whose time has finally come. A transcript is available on our site: https://www.hellerhs.com/post/the-bnpl-revolution 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.hellerhs.com/subscribe

    15 min

  8. 09/29/2021

    Ep. 13 - Boom Supersonic: Getting There in Half the Time

    Blake Scholl, the founder of Boom Supersonic, likes to say that there are only two places in the world where you can find a supersonic airliner: in a museum, and in Boom's headquarters. In this episode, we talk about this interesting company that is trying to finally bring back supersonic commercial flights. A transcript is available here: https://www.hellerhs.com/post/boom-supersonic-getting-there-in-half-the-time 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.hellerhs.com/subscribe

    11 min
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About

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.

Information

  • Creator
    Marcelo P. Lima
  • Years Active
    2021 - 2022
  • Episodes
    21
  • Rating
    Clean
  • Copyright
    © 2026 Increasing Returns
  • Show Website
    Increasing Returns