Ep. 9 - Valuation, portfolio construction, and lots of companies!
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://hellerhs.com/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.