Atlassian's latest investor day showed growing ambition from this 20-year old cloud pioneer.

A transcript with additional links can be found here: https://www.hellerhs.com/post/atlassian-growing-ambition

—
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

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

How do modern business empires resemble the Mongolian Empire assembled by Genghis Khan and his descendants?

And why is it important, as an investor, to identify these empires?

For a transcript and images referenced in the show, please visit:
https://www.hellerhs.com/post/why-empire-building-is-important

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