Ep. 1 - From Franchise to Ordinary Business

Ep. 2 - Buffett's World War II Debut

Ep. 3 - On Avoiding Technology

Ep. 4 - On innovation, our portfolio, and more — interview with NS Capital

Ep. 5 - Growth Underwriter: Marcelo Lima on valuing SaaS businesses; Zoom, Slack; Clay Christensen's disruption theory, Ben Graham's investment in GEICO, and more. Originally on The Acquirers Podcast by Tobias Carlisle

Ep. 6 - Discovering Innovative Companies with Marcelo Lima

Ep. 7 - Shopify, Slack and more on the Investing City podcast

Ep. 8 - Lemonade with Marcelo Lima on the Investing City podcast

Ep. 9 - Valuation, portfolio construction, and lots of companies!

Ep. 10 - Investing in the Metaverse

Ep. 11 - How Should We Measure Progress?

Ep. 12 - GEICOs of the 21st Century

Ep. 13 - Boom Supersonic: Getting There in Half the Time

Ep. 14 - The BNPL Revolution

Ep. 15 - How We Think

Ep. 16 - Could Miami Become a World-Class Tech Hub?

Ep. 17 - Roblox, the Coming Ad Titan

Ep. 18 - Why Empire Building is Important

Ep. 19 - Why SaaS is Like Walmart

Ep. 20 - Atlassian: Growing Ambition