Aug 11, 202124 minMore Lemonade!This week we are back with another conversation with my friend Ryan Reeves, this time on Lemonade ($LMND — we wrote a previous article...
Aug 4, 202124 minShopify, Slack and more on the Investing City podcastWe go deep into a discussion on Shopify and Slack, the competitive landscape with other ecommerce and collaboration solutions, and more.
Jul 28, 202131 minDiscovering Innovative Companies with Marcelo LimaAs investors, we must keep an open mind, but most people resist new ideas. How to keep that mental flexibility and learn new things?
Jul 21, 202135 minGrowth Underwriter: Marcelo Lima on valuing SaaS businessesHow did the internet fundamentally change business? It's all about zero marginal costs, and playing a different game: blanket the world, cap
Apr 30, 202126 minOn Innovation, Our Portfolio and MoreI concluded that we were undergoing a period of very rapid technological change similar to what we saw at the end of the 19th century.