Growth Underwriter: Marcelo Lima on valuing SaaS businesses Amazon, Facebook, and Netflix with Tobias Carlisle on The Acquirers Podcast

Summary: <p>Marcelo P. Lima is the managing member of Heller House. Prior to founding Heller House, Mr. Lima worked in several industries such as technology and consumer products. More recently, he led the acquisition and financing of commercial and residential real estate, and was an analyst at New York based hedge fund T2 Partners. Mr. Lima graduated from Cornell University with a Bachelor of Science in Engineering.</p> <p>Marcelo's website: https://hellerhs.com/</p> <p>Marcelo's Twitter: https://twitter.com/MarceloPLima</p> <p>ABOUT THE PODCAST</p> <p>Hi, I'm Tobias Carlisle. I've launched a new podcast called <a href="https://acquirersmultiple.com/podcast/"><strong>The Acquirers Podcast</strong></a>. </p> <p>The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.</p> <p>We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.</p> <p>SEE LATEST EPISODES</p> <p><a href="https://acquirersmultiple.com/podcast/"><strong>https://acquirersmultiple.com/podcast/</strong></a></p> <p>SEE OUR FREE DEEP VALUE STOCK SCREENER</p> <p><a href="https://acquirersmultiple.com/screener/"><strong>https://acquirersmultiple.com/screener/</strong></a></p> <p>FOLLOW TOBIAS</p> <p>Firm: <a href="https://acquirersfunds.com/"><strong>https://acquirersfunds.com/</strong></a> </p> <p>Website: <a href="https://acquirersmultiple.com/"><strong>https://acquirersmultiple.com/</strong></a></p> <p>Twitter: <a href="https://twitter.com/Greenbackd"><strong>https://twitter.com/Greenbackd</strong></a></p> <p>LinkedIn: <a href="https://www.linkedin.com/in/tobycarlisle"><strong>https://www.linkedin.com/in/tobycarlisle</strong></a></p> <p>Facebook: <a href="https://www.facebook.com/tobiascarlisle"><strong>https://www.facebook.com/tobiascarlisle</strong></a></p> <p>Instagram: <a href="https://www.instagram.com/tobias_carlisle"><strong>https://www.instagram.com/tobias_carlisle</strong></a></p> <p>ABOUT TOBIAS CARLISLE</p> <p>Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.</p> <p>He is best known as the author of the #1 new release in Amazon’s Business and Finance <a href="https://amzn.to/2EJH18v"><strong>The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market</strong></a>, the Amazon best-sellers <a href="https://amzn.to/2VwvAGF"><strong>Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014)</strong></a> (https://amzn.to/2VwvAGF), <a href="https://amzn.to/2SDDxrN"><strong>Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012)</strong></a> (https://amzn.to/2SDDxrN), and <a href="https://amzn.to/2SEEjVn"><strong>Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016)</strong></a> (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.</p> <p>Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer.</p>