How did the internet fundamentally change business? It's all about zero marginal costs, and playing a different game: blanket the world, capture customers, and only then, monetize them.
We discuss Zoom, Slack, Atlassian; talk about Ben Graham's investment in GEICO, in 1948; how GEICO was a disruptive innovator in the Clay Christensen sense; what factors made it so, and how can we identify similar companies today, and much more.
Even though this interview originally aired on The Acquirers Podcast with Tobias Carlisle, I'm particularly pleased with how it turned out, because a lot of our discussion remains relevant today.
A transcript of the episode is available on our website at https://www.hellerhs.com/post/growth-underwriter-marcelo-lima-on-valuing-saas-businesses
Increasing Returns is a podcast by Heller House. We apply the principles of value investing to the industries of the future.
Links:
Heller House
Marcelo P. Lima on Twitter
Subscribe to our email list
If you'd like to check out Tobias's excellent podcast, head over to https://acquirersmultiple.com/podcast/
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By Marcelo P. Lima
5
99 ratings
How did the internet fundamentally change business? It's all about zero marginal costs, and playing a different game: blanket the world, capture customers, and only then, monetize them.
We discuss Zoom, Slack, Atlassian; talk about Ben Graham's investment in GEICO, in 1948; how GEICO was a disruptive innovator in the Clay Christensen sense; what factors made it so, and how can we identify similar companies today, and much more.
Even though this interview originally aired on The Acquirers Podcast with Tobias Carlisle, I'm particularly pleased with how it turned out, because a lot of our discussion remains relevant today.
A transcript of the episode is available on our website at https://www.hellerhs.com/post/growth-underwriter-marcelo-lima-on-valuing-saas-businesses
Increasing Returns is a podcast by Heller House. We apply the principles of value investing to the industries of the future.
Links:
Heller House
Marcelo P. Lima on Twitter
Subscribe to our email list
If you'd like to check out Tobias's excellent podcast, head over to https://acquirersmultiple.com/podcast/