Bill Gross at Idelab did this research where he looked at all of the different companies (200-300 companies) that he had invested in over his career and tried to figure out what it was that made them successful. Was it execution? Was it the market? Was it their financing? Was it their team? What was it? And it turned out that it was their timing, and that they had found a parade and gotten in front of it. They had found larger societal and cultural movements that were happening.