• Ep. 19 - Why SaaS is Like Walmart

  • Mar 22 2022
  • Length: 18 mins
  • Podcast

Ep. 19 - Why SaaS is Like Walmart By cover art

Ep. 19 - Why SaaS is Like Walmart

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  • Summary

  • 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

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