Too much of investing today is driven by emotion —
often in reaction to headlines.
For some, that creates opportunities to buy quality businesses. We look for something different: exceptional businesses led by exceptional people that we can own for decades.
That's our focus at X Point.
X Point grew out of decades of building technology businesses, serving on boards, and investing behind the scenes.
What began as a personal investment practice —
placing early bets on companies shaping AI infrastructure — evolved into an investment firm.
The lesson that shaped my investing most came in 2018.
Broadcom announced its acquisition of CA Technologies.
The market hated it.
The stock fell.
Analysts called it a mistake.
I reached a different conclusion:
the discipline of Broadcom's leadership would transform the company into one of the world's most valuable technology businesses.
It reinforced a belief that has guided my investing ever since: short-term market reactions often say very little about long-term business value.
I've seen that same pattern repeat itself across enterprise software and other foundational technologies, where progress is often slow, technical, and easy to overlook.
That’s the spirit behind our work:
— Rafael
Founder, X Point
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