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-walmart

Interview referenced in the episode:
https://youtu.be/XXJpk14PQkA

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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.com

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