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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Buffett's World War II Debut
https://hellerhs.com/buffett-s-world-war-ii-debut/
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://hellerhs.com/atlassian-growing-ambition/
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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…
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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://hellerhs.com/why-empire-building-is-important/
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“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.…
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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://hellerhs.com/could-miami-become-a-world-class-tech-hub/
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