I'm a Big Believer in Deep Concentration

i'm a big believer in deep concentration. 75 % of bill miller's net worth is in amazon, right? And it has been for like, a long time. I don't trade at all. But julian, i think to your point, like, the dispassionate piece is definitely effective. The metrics are the same in almost every business. It's very clear. You could almost, ike, run them through a analgarithm and ta, that could make the decisions.