Welcome to Value3.
We live in an exponential age, where AI and disruptive technologies are reshaping industries faster than ever. Business creation and destruction are accelerating, and even today's strongest companies must adapt or be left behind.
Over the next five years and beyond, massive new wealth will be created— but just as much will be lost. The stakes are high, but the rewards for being on the right side of change could be life-changing.
My Mission
My goal is simple: to help you capture a meaningful share of this wealth by investing in businesses that will shape the future—while avoiding those stuck in the past.
It won’t be easy, but I promise it will be engaging, intellectually stimulating, and incredibly rewarding .The opportunities are enormous—and the potential returns make the effort worth it.
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About Me: Mark Moreland
Seventeen years ago, I co-founded Teaminvest, a private investment community where over 600 high-net-worth members collaborated to apply Buffett-style investing principles. Together, Teaminvest members—managing around $4 billion independently—have typically achieved 15–20% compound annual returns over the long term.
While Teaminvest and its software, Conscious Investor, excel at identifying traditional Buffett-style companies, the investment landscape has evolved. These tools weren’t designed for the next generation of fast-growing disruptors.
That’s why I created Value3.
Value3 builds on Buffett's core principles but adapts them for the modern era, focusing on Super Compounders—high quality, tech-driven companies that will dominate wealth creation in the years ahead.
Old World vs. New World Returns
A quick look at the largest U.S. companies since 1990 tells the story:
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🚀 By 2024, 9 out of the 10 largest U.S. companies are tech stocks. The only exception? Berkshire Hathaway—Buffett’s own company.
The bottom line: This is where the money is.
These top 10 companies have a combined market capitalization of over $15 trillion, making up more than 40% of the total S&P 500 market cap.
The real opportunity? Finding the next generation winners.
There are hundreds of potential future Super Compounders in the U.S and Australia— and the race to discover them is happening now.
The shift is clear, and it’s only accelerating:
✅ AI, including large language models (LLMs) are supercharging disruptive business models.
✅ By 2030, we'll likely see multiple new trillion-dollar companies—and likely the first $10 trillion+ companies.
The Defining Investment Opportunity (and Risk) of Our Time
At Value3, we evaluate companies through a conservative but forward-looking lens:
🔹 Capital Preservation - Can we lose money?
🔹 Understanding the business - Will it become a category leader?
🔹 Long-Term Potential - Is it a true compounding investment?
🔹 Trust in Management - Is it run by a strong founder?
🔹 Risk-Adjusted Returns - Can it deliver 20%+ annualized returns over the long term?
Two Key Investment Questions
📌 For Old World companies:
Can they innovate and stay relevant with a growing EPS while delivering our required rate of return?
📌 For Disruptors:
Can they grow rapidly and profitably with a high level of certainty?
The Goal: 20%+ Returns Over the Next 5 & 10 Years
Any company that meets this hurdle— and passes deep due diligence— is a contender for investment.
I firmly believe we are entering one of the greatest investment opportunities of our time. If you're ready to embrace the future of investing, join me today.
Get Mark's Value3 Insider for free and position yourself for success.
