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Discovering Innovative Companies with Marcelo Lima
In this conversation, 7investing Lead Advisor Matthew Cochrane sits down with Marcelo Lima, the founder and managing partner of Heller House. On the Heller House's website, it states, "As acolytes of Benjamin Graham and Warren Buffett, we are standing on the shoulders of giants and adapting to a world permeated by software, network effects and zero marginal costs."
Lima describes his evolution from a Warren Buffett-type value investor to an investor who instead seeks out the world's most innovative companies. He even wonders if starting as a Buffett investor hindered him early on in his…
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