6min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

RWH027: High-Quality Investing w/ Christopher Begg

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

How TransTime Explored the Clouds of the Recession

When COVID struck in early 2020, you invested heavily in transtime. Then I remember you were looking at things like meta more recently when people had turned against these, these, these big companies that were sort of ripe for regulation. Can you talk us through how something, something like a meta or a Google, which I know have been kind of in your wheelhouse, or I don't know whether they're in your portfolio now? We go through this process of looking at the clouds and trying to tell whether this is really an opportunity or whether it doesn't really merit being in your very concentrated portfolio. Yeah. And since you brought up that, you know, March 2020,

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