Join Nostr
2026-07-16 10:36:53 UTC
in reply to

LynAlden on Nostr: Why kill the golden goose? If you have a 4-7 year mandate (literally need to give ...

Why kill the golden goose?

If you have a 4-7 year mandate (literally need to give back investor capital at the end), you’re in a rush to do that. Get as many eggs out of the goose as possible until it is sick, then slaughter it. Then keep doing that. Buy geese, optimize near-term eggs.

But if there’s no near-term mandate to return capital, holding strong business can provide cash flows for decades. That’s what Berkshire does with companies it buys outright. Lets them run for decades, multiplying the entry price over and over. OJ intends to go public in the coming years, so investors can sell their shares for liquidity while the company itself keeps compounding cash flows.