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Hi Friend 👋
I need to tell you about someone who’s completely obsessed.
If this CEO needed to choose between his wife and his business, I would highly recommend his wife to run away as fast as possible.
I have never been more impressed by someone as the CEO of this company.
(From a financial perspective of course, your wife always comes first!)
Over the past 3 years, I’ve met him four times.
Why so many meetings with one CEO?
Because every single time I talk to this guy, I leave more convinced than before.
This person is building something special.
He’s completely obsessed by people like Warren Buffett (Berkshire Hathaway) and Bernard Arnault (LVMH).
It’s an incredibly smart and ambitious CEO.
I work 100 hours per week on Compounding Quality but I am a complete rookie compared to him.
So far, he’s succeeding. Just look at this chart:
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This company could turn into one of the greatest compounding machines I’ve ever seen.
The next Berkshire Hathaway.
Let me tell you the whole story…
Meeting #1: Digital
The moment the CEO started talking? I knew he was different.
The CEO I’m talking about still owns 50% of his company.
That’s not common for a publicly traded business.
Most CEOs own 1%, maybe 2% if you’re lucky.
And here’s what he told me...
“Pieter, my goal is to build the Berkshire Hathaway of my industry.”
I started to laugh.
Not because it sounded crazy.
But because it sounded exactly like something Warren Buffett would have said 60 years ago.
He explained his entire strategy to me.
His company buys very profitable, small companies that are often family-owned over the entire world.
Then he plugs them into his platform. Keeps the original owners and lets them run the business.
The result?
These firms grow faster than they ever did on their own.
It’s a machine that prints cash.
By the end of that first meeting, I was hooked.
But I needed to know more…
Meeting #2: Meeting by chance in Omaha
Second time I saw the CEO was by pure coincidence.
May 2024. The Berkshire Hathaway shareholder meeting in Omaha.
I’m standing in line for coffee, and I hear someone call my name.
I turn around and there’s he is.
We ended up talking for over an hour.
He told me his growth targets for 2032.
Just hear me out…
He wants to grow the market cap from $200 million to $3 billion by 2032.
That’s a 15x increase in 6 years.
Most CEOs would never say something that bold out loud.
But this CEO? He said it with complete confidence.
Like it was already done.
The crazy part? He’s actually on track to do it.
His company has been doubling in size every 3 years since 2007.
Not slowing down. Not hitting a ceiling. Just steady, relentless growth.
Meeting #3: Digital
Our third meeting was with Partners of Compounding Quality.
We chatted for over an hour via Zoom, and all Partners of Compounding Quality could follow.
This time, he told me about the partnership he just closed with McDonalds.
He explained how he structures these deals.
How he keeps everyone within the team motivated.
How he makes sure the culture stays intact.
This guy thinks about everything.
Every tiny detail.
It’s not just about buying companies.
It’s about building a system that works. Forever.
That’s when I realized...
He isn’t just running a business.
He’s building a company that will outlast him.
Meeting #4: Back to Omaha again
Our fourth meeting was once again in Omaha.
We continued talking about the bold growth projections for 2032.
And I’m not exaggerating when I say the following:
If those projections are even close to accurate, this stock is dirt cheap right now.
But it’s not just cheap. It’s like buying Amazon in 2005 cheap.
Based on my projections, the stock could 5-10x from here.
That would turn $10,000 into $50,000 or even $100,000.
Just from holding one stock.
But here’s what really sealed the deal for me...
It wasn’t just the CEO.
I met someone who used to be in the board of directors. Twice.
This board member is one of the smartest investors I know.
He’s written books on Warren Buffett. Studied Berkshire for decades.
And he used to be on the board of this company.
When I asked him why?
He said: “Because this company is doing exactly what Buffett did in the early days.”
The second time I met this board member was in Sweden.
We were randomly sitting in the same restaurant.
When I went to his table to say hi, he kept coming back to this company.
He said: “This is the closest thing I’ve seen to early Berkshire outside of Berkshire itself.”
That’s when I knew.
This wasn’t just me being excited about a stock.
This was the real deal.
Here’s what makes the CEO so special...
He’s completely obsessed with compounding.
He reads Buffett’s letters every year.
He studies great capital allocators.
He thinks in decades, not quarters.
And most importantly?
He’s aligned with shareholders. He still owns almost 50% of the company.
When the stock goes up? He gets rich. When it goes down? He feels the pain.
His interests are YOUR interests.
The numbers are insane. Since 2007, this company has: