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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.
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Ep. 8 - Lemonade with Marcelo Lima on the Investing City podcast

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Manage episode 299688240 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.

This week we are back with another conversation with my friend Ryan Reeves, this time on Lemonade ($LMND). We talk about the bull and bear cases for the company, the financial model, the importance of using imagination when thinking about the future, and what I think is the most interesting part of the conversation, competitive advantages or moats.
A transcript of this conversation, with links and photos, is at https://www.hellerhs.com/post/more-lemonade

This episode aired early last month on July 6, 2021. I hope you enjoy it.
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

————————————-
You can find Ryan Reeves's excellent podcast here.

  continue reading

21 episodes

Artwork
iconShare
 
Manage episode 299688240 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.

This week we are back with another conversation with my friend Ryan Reeves, this time on Lemonade ($LMND). We talk about the bull and bear cases for the company, the financial model, the importance of using imagination when thinking about the future, and what I think is the most interesting part of the conversation, competitive advantages or moats.
A transcript of this conversation, with links and photos, is at https://www.hellerhs.com/post/more-lemonade

This episode aired early last month on July 6, 2021. I hope you enjoy it.
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

————————————-
You can find Ryan Reeves's excellent podcast here.

  continue reading

21 episodes

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