We're two partners investing our own money with the goal of replicating Berkshire Hathaway's success, adapted for future trends.
We invest up to $10M per deal with an infinite time horizon across public equities, private equity, metaverse, real estate, and art.
We maintain a concentrated barbell portfolio, investing in assets with strong, sustainable feedback loops.
For growth investments, we look for innovative teams and nations that are building the future of healthcare, transportation, and finance. These convex bets have a higher rate of failure but offer a larger return opportunity.
For value investments, we look for depressed assets and nations with strong intrinsic values such as cash flow, moat, or productivity. We prefer assets in inefficient markets featuring a margin of safety.
We also have an emerging investment thesis around culture. We invest in businesses and art that command sustainable mindshare.
You can contact us at hello@mu.capital.