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Mark's Value3 Insider #1

 

Welcome to Value3:
The Next Evolution of Value Investing

I'm thrilled to have you here. If you're reading this, it means you're curious about investing in a way that actually works for the world we live in today. You're in the right place.

The Exponential Age Imperative

We're living in an exponential age—where AI and cutting-edge tech are reshaping industries at lightning speed. Over the next five years, I believe there will be two types of companies:

  • Those that harness AI and thrive
  • Those that struggle to survive

At Value3, we're fully embracing this shift. Our goal is simple: help you identify and invest in the winners of the future before the market catches on.

 

 

What is Value3?

Value3 is the next evolution of value investing—an approach that builds on the wisdom of Benjamin Graham and Warren Buffett but adapts it for today's world.

Traditional vs Modern Value

Traditional value investing was built around physical assets, stable cash flows, and companies with strong balance sheets. That made sense 50 years ago. But today, the most valuable businesses don’t fit neatly into those old-school models. They’re capital-light, software-driven, and often look “expensive” on paper—until you understand their real earnings power.


The Evolution of Value Investing

Value 1.0 – Benjamin Graham

The original master focused on buying stocks at a discount to intrinsic value with a "margin of safety." Based on hard numbers—balance sheets, book value, and assets.

Value 2.0 – Warren Buffett

Evolved to focus on great businesses at fair prices—companies with strong moats, talented management, and long-term growth potential.

Value 3.0 – The Modern Approach

Today, Buffett-style investing is still incredibly powerful—but we need to adapt it for a world where the biggest winners don’t always show up in traditional financial metrics.

Adapted for businesses that:
- Normalize financials for modern earnings power
- Focus on capital-efficient growth models
- Use frameworks like 7 Powers analysis
- Identify "Super Compounders"


My Journey: From Teaminvest to Value3

For those who don’t know me, I’m Mark Moreland, co-founder of Teaminvest. Over the past 17 years, we’ve built a community of over 600 high-net-worth investors, working together to apply Buffett-style investing to the ASX. By following a disciplined, value-driven approach, we’ve helped members typically achieve 15-20% compound annual returns—a remarkable track record.

Teaminvest’s secret weapon has been the Conscious Investor software, developed over 22 years ago. While it’s still great for analyzing traditional value stocks, it wasn’t built for today’s high-growth, tech-driven economy.

That’s where Value3 comes in. It’s my way of combining everything I’ve learned about value investing and business with the tools and insights needed to thrive in this new economy.

 

Finding the Next Amazon Before It's Obvious

Let’s look an example:

Back in 2009, Amazon had already been public for 12 years. It was trading at a P/E of 66, which most “value investors” would have scoffed at. But had you looked deeper—at its business model, scalability, and earnings power—you would have seen something different.

If you’d invested then, you’d be up 2,896% today.

That’s exactly what we aim to do with Value3—find tomorrow’s Amazons before the market fully wakes up.


The AI Revolution: Breeding Ground for Super Compounders

We believe the next generation of market leaders will emerge from the AI revolution.

Over the next 5-10 years, AI will reshape entire industries, creating new Super Compounders—businesses with the potential for long-term, exponential growth.

But here’s the thing: we’re not here to make wild bets on speculative startups.

Instead, we look for companies that have already proven their business model, mitigated early risks, and are poised for explosive growth—companies that are just entering their prime.


What About FAANG? Have They Peaked?

Some people think the FAANG stocks (Facebook, Apple, Amazon, Nvidia, Google) have already had their best days.

We don’t think so.

These companies are sitting on some of the most powerful AI-driven ecosystems in the world. With their massive user bases, global reach, and embedded moats, they’re in prime position to leverage AI and continue compounding.

That said, the real outsized returns will likely come from smaller, lesser-known companies that are powering this transformation—those developing the software, infrastructure, and AI-driven tools and services that will shape the next decade.

 

How You Can Get Involved

If this resonates with you—if you’re excited about the future of investing and want to be part of something ahead of the curve—I’m thrilled to have you here.

For now, you’ll receive my fortnightly Value3 Insider letter, where we’ll dive deep into the weeds, analyze potential Super Compounders, and identify the businesses that might not survive the shift ahead.

This is just the beginning. In the months ahead, we’ll be rolling out more ways to engage, learn, and invest together. But for now, sit back, stay curious, and let’s uncover the next big opportunities—before everyone else does. As Buffett has said "You pay dearly for a cheery consensus".

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"You pay dearly for a cheery consensus" - Warren Buffett

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