Why I Invested in Holywings: Inside a Trillion-Rupiah Business Expansion
Why I Invested in Holywings: Inside a Trillion-Rupiah Business Expansion
Timothy Ronald reveals why he allocated part of his portfolio to Holywings Group, a fast-growing entertainment empire valued in trillions. In this article, we’ll unpack his reasoning, business philosophy, and how Holywings fits into a global investment mindset.
Investor vs Entrepreneur: Two Different Paths
Timothy emphasizes a clear distinction: he is an investor, not an operator. While entrepreneurs love running daily operations, investors focus on multiplying money. He prefers to back businesses that already prove market demand, instead of building from scratch.
Bitcoin Still Dominates His Portfolio
Despite headlines about his Holywings investment, Timothy clarifies that over 90% of his assets remain in Bitcoin. For him, Bitcoin delivers a “risk-free 30% annual rate of return.” Any new investment must outperform that benchmark to earn a place in his portfolio.
Why Holywings?
- Historical Growth: From small outlets to the largest clubs in Asia, Holywings has shown explosive expansion—surpassing even Bitcoin’s growth in certain phases.
- Private Equity Edge: Unlike public stocks, Holywings is a closed company. Entry requires more than money; investors must add strategic value.
- Economic Moat: Timothy points out that replicating Holywings’ flagship clubs (like Atlas Beach Club in Bali or The H Club in SCBD) is nearly impossible for competitors. Scale, brand power, and market positioning create a strong barrier to entry.
The Portfolio Allocation
Holywings accounts for only about 5–7.5% of his portfolio, with the majority still in crypto. This reflects classic risk management: allocate small percentages to higher-risk, higher-return private equity while keeping the core in assets with proven compounding effects.
Inside Holywings’ Business Empire
The group’s scale goes far beyond nightlife. According to Timothy, Holywings has over 5,000 employees and multiple business lines:
- Entertainment: Atlas Beach Club (world’s largest), Atlas Superclub, The H Club SCBD, live band venues, and DJ clubs.
- Special Concepts: Mimi Lifehouse (Mandarin music), Superhouse, Dangdut-themed luxury bars, and dozens of niche outlets nationwide.
- Dining & Lifestyle: Restaurants like Roka, Dragon & Cow, Phoenix cocktail bar, Mangkokku (with Chef Arnold), and Cloud Kitchen concepts.
- Retail & Subsidiaries: Bottle shops, vape brand (POTS), merchandise stores, in-house entertainment, and even IT, finance, and logistics units.
Future Expansion Plans
Holywings’ roadmap is ambitious:
- Domestic growth: More super clubs, themed outlets, and expansion into secondary cities like Malang, Makassar, and Medan.
- International reach: Atlas Superclub in Bangkok, clubs in Malaysia, Taiwan, and South Korea, plus a floating beach club project in Bali.
- Diversification: Wellness-focused cruise ships, healthcare, private clubs, and premium hotels.
Investment Principles in Action
Timothy’s approach mirrors Warren Buffett’s playbook:
- Stay within a circle of competence—only invest in businesses you understand.
- Seek economic moats—barriers that protect long-term profitability.
- Focus on predictable cash flow—business as a money machine.
“I don’t buy clubs. I invest in money-making machines. Holywings just happens to be one of them.”
Takeaways for Aspiring Investors
- Think like an investor, not just a trader—analyze the business, not the chart.
- Diversify your portfolio but size positions wisely.
- Look for businesses with scalability and defensibility.
- Never invest just for hype—understand the underlying economics.
Bottom line: Holywings represents a private equity play in Timothy’s portfolio—a bet on a business with scale, moat, and growth potential beyond Indonesia. While most of his wealth compounds in Bitcoin, this diversification move shows how top investors blend crypto, equity, and real assets to maximize returns. What do you think about his strategy? Share your thoughts in the comments!
Labels: Finance
References / Sources
- Kenapa Gua Investasi di Bisnis Triliunan Holywings — Timothy Ronald — Source video
- Investopedia: Private Equity
- Investopedia: Economic Moat
Post a Comment