Joys of Compounding

Jan Mohr - Lessons from a Young Investor Turned Operator - [Art of Investing, EP.5]

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Nov 6, 2023
Jan Mohr, investor turned operator, CEO of Chapters Group, shares his journey and lessons learned. Topics include German discipline with American risk-taking, studying business history, the growth of Chapters Group, opportunities in the German market, experiments and investments in vertical market software, embracing chaos and creating structure, making cultural changes and decentralization, impact of software applications on work processes, capital efficient success in monopolistic markets, building an excellent public company, and the vision and goals of Chapters Group.
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ANECDOTE

Young Investor Turned Operator

  • Jan Mohr, at 25, launched JMX Capital, backed by endowments and family offices.
  • At 33, he became CEO of Chapters Group, a public holding company.
INSIGHT

Duration Mismatch

  • Public companies face a duration mismatch: long-term theses vs. short-term performance evaluations.
  • Holding companies offer a solution with permanent capital.
ANECDOTE

Meeting Norman Rentrop

  • Jan Mohr attended the 2011 Berkshire Hathaway meeting while in university.
  • He met Norman Rentrop, who later provided seed money for Mohr's fund, JMX Capital.
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