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Ep. 19 - Why SaaS is Like Walmart
Manage episode 323374943 series 2946562
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
21 episodes
Manage episode 323374943 series 2946562
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
21 episodes
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