R&D

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 4, 2025 by Luca Ferrari · across every show →

Everything said about R&D, oldest first

Nov 4, 2025 negative
Insight
Ferrari: Most software R&D is a waste of money
“I think people in general overestimate the value of R&D. Let me qualify. They think that generally pouring money into building stuff pays, pays off. It's really not true at all. What we find is that there's a very small number of things that pay, pay off hands…”
Luca Ferrari Nov 4, 2025 ▶ 53:41 The Playbook on Buying and Running Companies Forever · Invest Like The Best
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