“Our internal models are almost comical because you're like, What? I've never seen a range this wide. The midpoint of that range is very satisfactory. I think penciling out a 26 IRR or in this investment is not hard to do. Right? A 10 X over ten years, based on what we think the inevitability of those 10 business units are, we think is a very highly probable outcome”
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Tesla and SpaceX combined valuation increases by 10X from 2026 valuation over the next ten years.
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%
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.
Jason Brett states Intuit management targets 20% annual revenue growth by 2030.
Jason forecasts dLocal's take rate will decline to below 0.7% within five years
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