Core Insights - The focus is on identifying businesses with strong cash generation capabilities and competitive advantages that ensure their longevity over the next decade, targeting a minimum of 15% annualized returns or deeply discounted companies with marketable assets [1] Group 1: Investment Strategy - The investment strategy includes a preference for companies that can provide at least 15% annualized returns, emphasizing strong cash generation and competitive advantages [1] - The approach is open to takeover targets, provided the business remains strong enough to hold independently if the acquisition does not proceed [1] - The investor has achieved an annualized time-weighted return of approximately 16% over three years, with plans to continue improving this performance [1]
Go From Rides To Riches With Uber Technologies