As you say: Onfolio is barely in its Early-Stage phase.
I have known Dominic for 3 years and is an operator with a philosophy similar to that of Buffett & Muger in BRK.
On the other hand, Dominic is a person who has digital business know-how. I think that being aware of the dynamics, especially in AI, gives it that advantage as an operator. However, execution is difficult. It reminds me of what Andrew Wilkinson has done with Tiny; or the case of Boston-Omaha.
These 3 cases are an example of narratives and not based on numbers.
As you say: Onfolio is barely in its Early-Stage phase.
I have known Dominic for 3 years and is an operator with a philosophy similar to that of Buffett & Muger in BRK.
On the other hand, Dominic is a person who has digital business know-how. I think that being aware of the dynamics, especially in AI, gives it that advantage as an operator. However, execution is difficult. It reminds me of what Andrew Wilkinson has done with Tiny; or the case of Boston-Omaha.
These 3 cases are an example of narratives and not based on numbers.
Yes and so far both tiny and BOC have not performed nearly as well as BRK …
“It takes 20 years to build a reputation, and five minutes to ruin it" - Warren Buffett