Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Marcelo P. Lima. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marcelo P. Lima or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Ep. 19 - Why SaaS is Like Walmart

18:17
 
Share
 

Manage episode 323374943 series 2946562
Content provided by Marcelo P. Lima. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marcelo P. Lima or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

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

Follow Marcelo on Twitter https://twitter.com/MarceloPLima

Subscribe to our email list https://www.hellerhs.com/subscribe

  continue reading

21 episodes

Artwork
iconShare
 
Manage episode 323374943 series 2946562
Content provided by Marcelo P. Lima. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marcelo P. Lima or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

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

Follow Marcelo on Twitter https://twitter.com/MarceloPLima

Subscribe to our email list https://www.hellerhs.com/subscribe

  continue reading

21 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play