Member-only story
I’m coming off a three-year high.
After a decade of relentlessly studying, testing, and iterating, I finally found a business opportunity that actually worked. For the past three years, I’ve worked day and night to sell technology through the trillion-dollar CARES and ARP bills that were passed due to COVID-19. But now, these grant programs are reaching the end of their lifespan.
With an entire team on the line, I’ve spent nearly every waking hour for the past few months looking for the next convergent opportunity.
Every wave eventually crashes, and now we must swim and scour the ocean in search of another.
The only way to survive is to find the next wave. As Charlie Munger described:
“There are huge advantages for the early birds. When you’re an early bird, there’s a model that I call surfing. When a surfer gets up and catches the wave and just stays there, he can go a long, long time. But if he gets off the wave, he becomes mired in shallows. But people get long runs when they’re right on the edge of the wave, whether it’s Microsoft or Intel or all kinds of people. Surfing is a very powerful model.”
When looking for the next wave to ride, there are three key variables I’m considering:
- The Wave: By far the most important…
