In this interview with John Rotonti of The Motley Fool, we really cover the waterfront. We talk about portfolio construction, valuation, and discuss the following companies:
Shopify, Wix, Slack, PayPal, Square, Twilio, Roku, Spotify, and Zoom. We also talk about the ecological approach we use, where we think of companies as organisms competing in a Darwinian jungle.
A transcript of this interview is on our website, at https://www.hellerhs.com/post/valuation-portfolio-construction-and-lots-of-companies
Even though this interview originally aired in October of 2020, I think it remains incredibly relevant, and I hope you enjoy it.
Increasing Returns is a podcast by Heller House. We apply the principles of value investing to the industries of the future.
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You can watch a video of our chat here.
