Increasing Returns

Ep. 9 - Valuation, portfolio construction, and lots of companies! Aug 19, 2021

Show notes

In this interview with John Rotonti of The Motley Fool, we really cover the waterfront. We talk about portfolio construction, valuation, and discuss the following companies:

Shopify, Wix, Slack, PayPal, Square, Twilio, Roku, Spotify, and Zoom. We also talk about the ecological approach we use, where we think of companies as organisms competing in a Darwinian jungle.
A transcript of this interview is on our website, at https://www.hellerhs.com/post/valuation-portfolio-construction-and-lots-of-companies

Even though this interview originally aired in October of 2020, I think it remains incredibly relevant, and I hope you enjoy it.
Increasing Returns is a podcast by Heller House. We apply the principles of value investing to the industries of the future.

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You can watch a video of our chat here.

Ep. 8 - Lemonade with Marcelo Lima on the Investing City podcast Aug 11, 2021

Show notes

This week we are back with another conversation with my friend Ryan Reeves, this time on Lemonade ($LMND). We talk about the bull and bear cases for the company, the financial model, the importance of using imagination when thinking about the future, and what I think is the most interesting part of the conversation, competitive advantages or moats.
A transcript of this conversation, with links and photos, is at https://www.hellerhs.com/post/more-lemonade

This episode aired early last month on July 6, 2021. I hope you enjoy it.
Increasing Returns is a podcast by Heller House. We apply the principles of value investing to the industries of the future.

Links:

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You can find Ryan Reeves's excellent podcast here.

Ep. 7 - Shopify, Slack and more on the Investing City podcast Aug 04, 2021

Show notes

In this interview with Ryan Reeves, which originally aired on Nov. 25, 2019, we go deep into a discussion on Shopify and Slack, the competitive landscape with other ecommerce and collaboration solutions, and much more.
You can find a transcript of our conversation here: https://www.hellerhs.com/post/shopify-slack-and-more-on-the-investing-city-podcast
Increasing Returns is a podcast by Heller House. We apply the principles of value investing to the industries of the future.

Links:

Subscribe to our email list
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You can find Ryan's excellent podcast here.

Ep. 6 - Discovering Innovative Companies with Marcelo Lima Jul 28, 2021

Show notes

As investors, we must keep an open mind, but most people resist new ideas.
In this episode, which originally aired in the 7Investing Podcast, Matthew Cochrane interviews Marcelo P. Lima about keeping that mental flexibility; how to learn new things; how to value fast-growing companies, the dichotomy between missionary and mercenary management teams, and much more.
A transcript of this episode is at https://www.hellerhs.com/post/discovering-innovative-companies-with-marcelo-lima
Increasing Returns is a podcast by Heller House. We apply the principles of value investing to the industries of the future.

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You can learn more about 7Investing here.

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 Jul 21, 2021

Show notes

How did the internet fundamentally change business? It's all about zero marginal costs, and playing a different game: blanket the world, capture customers, and only then, monetize them.
We discuss Zoom, Slack, Atlassian; talk about Ben Graham's investment in GEICO, in 1948; how GEICO was a disruptive innovator in the Clay Christensen sense; what factors made it so, and how can we identify similar companies today, and much more.
Even though this interview originally aired on The Acquirers Podcast with Tobias Carlisle, I'm particularly pleased with how it turned out, because a lot of our discussion remains relevant today.
A transcript of the episode is available on our website at https://www.hellerhs.com/post/growth-underwriter-marcelo-lima-on-valuing-saas-businesses
Increasing Returns is a podcast by Heller House. We apply the principles of value investing to the industries of the future.

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If you'd like to check out Tobias's excellent podcast, head over to https://acquirersmultiple.com/podcast/

Ep. 4 - On innovation, our portfolio, and more — interview with NS Capital Jul 16, 2021

Show notes

How does innovation work? How early are we in cloud computing? What are the next computing platforms? In this wide-ranging discussion, Todd Peters interviews Marcelo P. Lima about these topics and much more.
A transcript of this talk is posted at https://www.hellerhs.com/post/on-innovation-our-portfolio-and-more
Increasing Returns is a podcast by Heller House. We apply the principles of value investing to the industries of the future.

Links:

Ep. 3 - On Avoiding Technology Jul 09, 2021

Show notes

Increasing Returns is a podcast by Heller House. We apply the principles of value investing to the industries of the future.

Links: