i think the thing that drew me to your firm n style of investing much was this operations focus, which fundamentally is reality. What's actually happening in these companie is not what they're saying, but what is actually happening. And i'm just really curious how you've honed that and how you and the team apply that in practice. We live in a time when i think truth is somewhat becoming relative. Nothing works that doesn't work. Supersimple is or is not.

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