Increasing Returns

Increasing Returns

Por: 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.
21 episodios disponibles

Latest episodes of the podcast Increasing Returns

Ep. 20 - Atlassian: Growing Ambition 14/04/2022
Ep. 19 - Why SaaS is Like Walmart 21/03/2022
Ep. 18 - Why Empire Building is Important 13/01/2022
Ep. 17 - Roblox, the Coming Ad Titan 03/01/2022
Ep. 16 - Could Miami Become a World-Class Tech Hub? 18/11/2021
Ep. 15 - How We Think 03/11/2021
Ep. 14 - The BNPL Revolution 12/10/2021
Ep. 13 - Boom Supersonic: Getting There in Half the Time 29/09/2021
Ep. 12 - GEICOs of the 21st Century 23/09/2021
Ep. 11 - How Should We Measure Progress? 08/09/2021
Ep. 10 - Investing in the Metaverse 24/08/2021
Ep. 9 - Valuation, portfolio construction, and lots of companies! 19/08/2021
Ep. 8 - Lemonade with Marcelo Lima on the Investing City podcast 11/08/2021
Ep. 7 - Shopify, Slack and more on the Investing City podcast 04/08/2021
Ep. 6 - Discovering Innovative Companies with Marcelo Lima 28/07/2021
Ep. 5 - Growth Underwriter: Marcelo Lima on valuing SaaS businesses; Zoom, Slack; Clay Christensen's disruption theory, Ben Graham's investment in GEICO, and more. Originally on The Acquirers Podcast by Tobias Carlisle 21/07/2021
Ep. 4 - On innovation, our portfolio, and more — interview with NS Capital 16/07/2021
Ep. 3 - On Avoiding Technology 09/07/2021
Ep. 2 - Buffett's World War II Debut 08/07/2021
Ep. 1 - From Franchise to Ordinary Business 02/07/2021
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