We are in the thinking business. We get paid to think deeply about opportunities that can grow wealth, provide income, and transform lives.
A favoured industry has been transportation. The modern automobile is the most sophisticated piece of technology most people will own. We’ve grown capital for wholesale clients by investing in businesses that further transform this area.
We started buying Uber [NYSE:UBER] back in 2022 when this transformational business was available at only around 4.3x projected sales. The stock has since climbed over 250%.
One thing leads to another. When Uber became a foundational investor in Joby Aviation [NYSE:JOBY] — a maker of eVTOL (electric vertical takeoff and landing) aircraft — we entered speculative positions there, averaging in around the mid-$5 mark. Today, the stock sits around $14 as commercialisation prospects draw nearer.
While these opportunities have moved upward, we’re looking into other industries.
At the moment, AI and robotics look set to change the way work is carried out in many sectors. Robots don’t need time off. They don’t get sick, nor do they need to be tested for alcohol or drugs. They can ‘happily’ work 24/7.
Profiling robots from Figure AI. Source: The Humanoid Hub / X
One of the most transformative areas for AI and robotics is this…
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