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So talk about what's the most important thing to look for

and looking at a company and start?

I mean, so anytime you analyze in a company,

I look at it the same way. The same way Steph Curry shoot the same free throws.

It's like building a repetition, right?

And it's like, I always say start out with a holistic view, right?

A holistic view, do I like the management team? Do I like how they

are putting this company in the right path?

But then I'm like, what's the opportunity set of this sector?

Right? If we talking about retail companies at the time,

right, 2012, but even now for that matter,

we understand because at that time, not only was they losing out,

but they had price match.

...