4min 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

The Clouds of Unknowing

You've talked a lot about clouds, which is almost like a storm system coming in with uncertainty that kind of obscures the beauty of a company's long-term process for a while. Can you talk about how clouds, this sort of stormy weather, seems actually an important part of helping you find these great opportunities? This is actually something that's in the current letter that I'm trying to articulate right now. And internally, with my team, my partner Scott, with our analyst, Jimmy, we kind of talk about this vernacular of clouds. Like, where are the clouds today?

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