Too much of investing today is driven by emotion —
often in reaction to headlines.
For some, that creates opportunities to buy value.
For a smaller few, guided by exceptional leadership,
it creates returns that compound for decades.
That's our focus at X Point.
Inflection points rarely announce themselves.
They take shape quietly — in companies, in leaders — long before the rest of the market takes notice.
That’s where we invest.
X Point grew out of decades of building technology businesses, serving on boards, and investing behind the scenes.
What began as a personal practice —
placing early bets on companies shaping AI infrastructure — evolved into a deliberate investment firm.
The lesson that shaped me most came in 2018.
Broadcom announced its acquisition of CA Technologies.
The market hated it.
The stock fell.
Analysts called it a mistake.
What I saw was different:
a generational CEO whose discipline turned Broadcom
into one of the decades great compounders.
It taught me that lasting returns come from patience, not headlines.
The same pattern plays out every day across enterprise software and system-level disruption, where progress is slow, technical, and easy to overlook.
The best companies — and the best leaders —
rarely look obvious in the moment.
They emerge through focus, clarity, and the willingness to build while others chase the spotlight.
That’s the spirit behind our work:
The best opportunities are built quietly —
long before the world is ready to see them.
— Rafael
Founder, X Point
