Ep. 20 - Atlassian: Growing Ambition
Ep. 20 - Atlassian: Growing Ambition
Atlassian's latest investor day showed growing ambition from this 20-year old cloud pioneer.A transcript with additional... Read more
14 Apr 2022
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10mins
Ep. 19 - Why SaaS is Like Walmart
Ep. 19 - Why SaaS is Like Walmart
Software as a service (SaaS) companies are frequently misunderstood because they are investing for the long-term and don... Read more
22 Mar 2022
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18mins
Ep. 18 - Why Empire Building is Important
Ep. 18 - Why Empire Building is Important
How do modern business empires resemble the Mongolian Empire assembled by Genghis Khan and his descendants?And why is it... Read more
13 Jan 2022
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12mins
Ep. 17 - Roblox, the Coming Ad Titan
Ep. 17 - Roblox, the Coming Ad Titan
“In the next three to five years, every brand will have a Roblox strategy.”Quite an interesting statement from Roblox's ... Read more
4 Jan 2022
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15mins
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Ep. 16 - Could Miami Become a World-Class Tech Hub?
Ep. 16 - Could Miami Become a World-Class Tech Hub?
Almost a year after I asked the question, is the answer closer to a "yes"?What can the city do to ensure it succeeds? Li... Read more
18 Nov 2021
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16mins
Ep. 15 - How We Think
Ep. 15 - How We Think
How do we think about investing at Heller House? This episode explores how we think about our companies, the markets the... Read more
3 Nov 2021
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14mins
Ep. 14 - The BNPL Revolution
Ep. 14 - The BNPL Revolution
Klarna, Affirm, and AfterPay are taking an increasing share of ecommerce payments by offering buy now, pay later (BNPL) ... Read more
12 Oct 2021
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15mins
Ep. 13 - Boom Supersonic: Getting There in Half the Time
Ep. 13 - Boom Supersonic: Getting There in Half the Time
Blake Scholl, the founder of Boom Supersonic, likes to say that there are only two places in the world where you can fin... Read more
29 Sep 2021
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11mins
Ep. 12 - GEICOs of the 21st Century
Ep. 12 - GEICOs of the 21st Century
Today’s episode is called GEICOs of the 21st century. The big idea I was trying to communicate to my investors at the ti... Read more
23 Sep 2021
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23mins
Ep. 11 - How Should We Measure Progress?
Ep. 11 - How Should We Measure Progress?
Are things getting better, or worse? It feels the answer is "yes" — some things are getting better, and others clearly w... Read more
8 Sep 2021
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14mins
