3min 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 Importance of Waiting for the Clouds to Disappear

We are consistently looking to venture where short-term clouds are present in a business or industry as a source of opportunity. We then assess the probability of when, if, and to what extreme these clouds will dissipate. The micro clouds are all, you know, often business or industry, industry-specific. And so there's a kind of important lesson here, right, that people tend to think, well, let me just wait for the clouds to dissipate. You're doing something very different, right?

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