How to Be a Good Stock Picker in a Fund

If you're an operating partner in a fund where you telling your the deal partner The deal team the bad bad news and that's gonna you know the pain's gonna be taken out on you. I still think you can be a really good stock picker in this business and not need Uh Operating talent, right if you're super focused and you just back in teams bringing in teams getting out of their way. Ruthlessly managing from the board. You can still make money in this business. But there'll be a lot of stories of how the operating model didn't work. If P.E. excites you, let it show it do not hide it Devin and Jim loved a mess with