Is There a Confluence?

I've always been really fascinated by the discussion of bed sizes, because I know a lot of investors have their own frameworks for sizing beds. So in terms of how you size beds, like do you have a specific framework or is it different for different types of bed? Yeah, no, we have a framework and yes, it's different for size times for different type of beds. We generally err on the side of caution. And I think size things smaller. It may lead to smaller returns on certain views that we get right but it will also drastically increase the odds that we're around for a longer period of time.

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