Investment Philosophy and Criteria

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Find a role model; Get the recipe; Don’t change the recipe. You can only change the recipe when you exceed the role model.

Billionaire Michael Lee-Chin has created wealth for himself and his investors by following Warren Buffett’s recipe and David Mullings is following the recipe with coaching from Michael.

We don’t JUst buy businesses. We build them.

We approach our investment strategy and operational improvement with discipline and rigor but we will not tell you how to do your job. We lend our perspective to help unlock the potential of your business so that it can go from good to great.

Framework

Our team seeks to build companies that demonstrate the following attributes as laid out by Michael Lee-Chin:

  • Solid return on equity

  • Positioned in a long-term growth industry

  • Visionary, entrepreneurial, nimble and smart-working management

  • Management invested significantly in the business (Owner-Operator preferred)

  • Scalable with financial and operating leverage

  • Potential for global market

  • Possessing competitive advantages (for example, intellectual property, brands, relationship networks, licences, etc.)

  • Possessing quality tangible assets

investment criteria

  • Recurring or repeatable revenue

  • Identifiable growth opportunities

  • Sizable market with historic and anticipated growth

  • Fragmented among many small and medium-sized companies

  • Low or mitigated regulatory risk

  • High barriers to entry

  • US$5+ Million of revenue

  • US$2+ Million of Operating Profit

  • 15%+ Net Margins

  • 3+ consecutive years of profitability

our STRUCTURE

Blue Mahoe Holdings, Ltd.. is a Bahamas-registered holding company and is operated as a single family office for David P. A. Mullings. It is built like Warren Buffett’s Berkshire Hathaway. We do not directly manage outside capital and invest directly from our balance sheet as well as via affiliated companies. We also build our own companies when we decide this is the best path for us.

Our first company open to retail investors is Blue Mahoe Capital, Inc. and we intend to list it on the NASDAQ or similar stock exchange if and when qualified. Their Reg CF offering was qualified by the SEC on May 8th, 2024 (see EDGAR Filings).