3min chapter

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

RWH025: Patient Capital W/ Samantha McLemore

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

The Importance of Valuation

When I first got in, it was at the bottom of the tech bubble and then energy global cyclicals had this huge move up driven by emerging China's growth. Now more recently, you've seen this cycle for growth. And it's reached the stage where again, we are always very valuation sensitive. That's key across our whole portfolio. So we're doing the valuation work. We make plenty of mistakes on, you know, on the work, but we're going to sell something if it exceeds our estimate of what it's worth.

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