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 <a href='https://www.hellerhs.com/post/on-innovation-our-portfolio-and-more'>https://www.hellerhs.com/post/on-innovation-our-portfolio-and-more</a> Increasing Returns is a podcast by Heller House. We apply the principles of value investing to the industries of the future.Links:<a href='https://www.hellerhs.com/'>Heller House</a><a href='https://twitter.com/MarceloPLima'>Marcelo P. Lima on Twitter</a><a href='https://www.hellerhs.com/subscribe'>Subscribe to our email list</a>

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

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.