Increasing Returns

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


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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.

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Marcelo P. Lima on Twitter

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Increasing ReturnsBy Marcelo P. Lima

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