“So with these assumptions, it gives me two numbers, the book value and the business's net earnings. From there, it's a pretty simple path to calculate the ending book value, which I'm using at the end of 2030. I get a book value of about $2,424”
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Fairfax Financial's actual book value per share at December 31, 2030 is disclosed in annual report
Chris Begg predicts Tesla and SpaceX combined will deliver a 10X return over ten years (26% IRR).
Jason forecasts dLocal TPV will grow ~38-40% through 2028, then decelerate to 20%
Jason Brett states Intuit management targets 20% annual revenue growth by 2030.
Jason Brett projects Fairfax will deliver approximately 14.7% annualized returns through 2030 under base case assumptions.
Chris Begg reports that experts predict over 80% of total miles driven globally will be autonomous within ten years.
Jason forecasts dLocal's take rate will decline to below 0.7% within five years
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