More Lemonade!
This week we are back with another conversation with my friend Ryan Reeves, this time on Lemonade ($LMND — we wrote a previous article...
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- Aug 4, 2021
- 24 min
Shopify, Slack and more on the Investing City podcast
We go deep into a discussion on Shopify and Slack, the competitive landscape with other ecommerce and collaboration solutions, and more.
- Jul 28, 2021
- 31 min
Discovering Innovative Companies with Marcelo Lima
As 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, 2021
- 35 min
Growth Underwriter: Marcelo Lima on valuing SaaS businesses
How did the internet fundamentally change business? It's all about zero marginal costs, and playing a different game: blanket the world, cap
- Apr 30, 2021
- 26 min
On Innovation, Our Portfolio and More
I concluded that we were undergoing a period of very rapid technological change similar to what we saw at the end of the 19th century.
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