Investment Punchcard

A UK funeral services operator whose 2021 governance saga became a case study in activist investing, board accountability, and pricing power gone wrong.

Warren Buffett and Charlie Munger's conglomerate, built on disciplined capital allocation, permanent ownership, and a culture of long-term thinking.

A dominant platform spanning gaming, social media, fintech, and cloud, with a portfolio of investments across the global tech landscape.

A decentralized serial acquirer of mission-critical vertical market software businesses, run with a relentless focus on capital allocation.