Forget the drug discovery companies. Look at who runs the trials.

Digital sovereignty got us here. It won't get us the next five years.

Milan's Bending Spoons buys the internet brands the market left for dead and holds them forever, just like Buffett. It funds them with leverage, nothing like Buffett.

Energy, demographics and global wealth are becoming the next legs of the thesis, alongside a portfolio up 77% year to date