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 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/subscribe 

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