I am a first follower at heart. I am an investor, writer, learner, solitude-seeker, and a family man.My purpose in life is to drive capital to create a positive impact in this world. I do that by being a first follower of kind-hearted founders, fund managers, venture studio managers, and family-business owners.
threads 糸 is an answer to uncovering hidden gems that quietly follow Buffett’s capital allocation strategy—often in overlooked markets, like Japan, the Nordics, and Canada— low-profile but high-performing allocators.the impact
🏛 Protecting Hidden Champions
🧭 Built for Generational Thinking
🌍 Bridging Legacy and the Future
🤝 Decentralization Builds Trust
For the last several years, I have been perplexed as to why other holding companies like Berkshire Hathaway do not optimize capital allocation strategies to increase shareholder returns, especially the ones that can find their own ways of free cash flow rather than relying on new equity issuance and taking on debt. I finally got the answer in serial acquirers or acquisition-driven compounders. I started taking action with my own capital, crafting the portfolio, and writing about it more actively.🔗 Serial Acquirer
🏗️Building Free Cash Flow
🎯 Capital Allocation
🛡️ Trust as an Infrastructure
🧩 Micro Acquisition Funds
🏯 Shinise - Century Old Japanese Businesses
🏘️ The case for investing in local SMEs
📈 Compound Impact - Building Long-Term Mindset
⚖️Gapponism - Ethical Capitalism
🧮 Case against (over) diversification
🕵️♂️Hidden Champions
cFuturist is an answer to finding Nordic ventures that are accelerating the transition to a bioeconomy that decouples our dependence on abusing nature, e.g., biomaterials, bionutrients, synthetic biology, bioenergy, etc.The Nordic Edge
I see five distinct edges here:🧠 Underpriced Innovation Powerhouse
a) Nordic countries have among the highest economic complexity indices globally—on par with the US and UK—but are under-capitalized relative to their innovation capacity.b) Finland has the highest PhDs per capita in the region, and Sweden, Denmark, and Finland are strong biopharma and industrial biotech powerhouses. The world's largest biotech company is Novo Nordisk from Denmark.💡 Strong Science + Weak Capital = Opportunity
a) I’m a contrarian investor. I go where there’s information asymmetry. And here’s the truth: very few international VCs are active in the Nordics at Series A in this space. That gives me pricing power and the ability to shape rounds, cap tables, and governance from the ground up. I have strong networks in Japan and South Korea, and this fund will also bridge science from East Asia to the Nordics — for R&D partnerships, biomanufacturing, tech transfer, and commercialization.b) Most funds are local, and few can underwrite technical risk or shape global GTM strategies. I can!⚡ Cost-Advantaged Bio-Manufacturing
a) Finland’s nuclear-powered grid and clean energy access make it one of the cheapest, greenest places to build bioprocessing capacity.b) Existing and planned infrastructure for fermentation, scale-up, and life sciences R&D is growing rapidly.🕸️ Nordic Legacy with Decentralization
The 1970s marked the rise of a decentralized governance model across the Nordics, shaped by pioneering leaders such as Jan Wallander of Handelsbanken and Hans Werthén of Electrolux. This approach, grounded in autonomy, trust, and local accountability, quickly became a hallmark of Nordic corporate culture. Companies like Atlas Copco, Bergman & Beving, and Electrolux served as early models, influencing the founding of ventures such as Indutrade in 1978, which adopted decentralization as a core principle from the outset. Under the leadership of Tom Wachtmeister, Atlas Copco institutionalized this model by the mid-1970s:“Decentralization has meant that several service functions have been moved closer to the actual users, cost accountability has been linked directly to needs, and the central corporate management has been relieved of several routine matters in order to allow more time for strategic management questions.”This management philosophy—seen consistently in the histories of Handelsbanken, Atlas Copco, and others—reflects a deeper ethos found across the Nordics: a belief in people, responsibility, and decision-making rooted close to the ground. It’s no coincidence that a long-term view, a balance between growth and sustainability, and deep respect for both human and natural systems often characterize the Nordic model of capitalism. We believe that the decentralized approach adopted by the companies we invest in offers a lasting competitive advantage in a world defined by complexity and change.🏛️🤝 Trust as an Infrastructure
According to the European Social Survey Round 8 Data, Nordic countries—such as Sweden, Norway, Denmark, Finland, and Iceland—consistently rank among the highest in trust levels globally. This cultural trait translates into tangible business outcomes: companies in these nations report significantly lower fraud rates and fewer governance scandals compared to global averages. Their strong performance in Environmental, Social, and Governance (ESG) metrics further suggests that high-trust societies foster businesses that naturally prioritize sustainability and accountability, often without explicit ESG mandates. The Nordic model demonstrates how trust can serve as a cornerstone for both economic integrity and long-term corporate success.