“They now expect the first full year results of MMT will actually exceed their initial expectations, which at the time that they bought it was about $140,000,000 in revenue and adjusted EBITDA of about $50,000,000”
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MMT's full year 2026 revenue exceeds $140M and/or adjusted EBITDA exceeds $50M, as reported in Perimeter Solutions' financial statements
Jason Brett states Intuit management targets 20% annual revenue growth by 2030.
Chris Begg predicts Tesla and SpaceX combined will deliver a 10X return over ten years (26% IRR).
Jason Brett projects Fairfax will deliver approximately 14.7% annualized returns through 2030 under base case assumptions.
Jason Brett projects Fairfax Financial's book value will reach approximately $2,424 CAD by end of 2030.
Chris Begg reports that experts predict over 80% of total miles driven globally will be autonomous within ten years.
Jason forecasts dLocal TPV will grow ~38-40% through 2028, then decelerate to 20%
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