We've been relatively price disciplined for two reasons as investors. We're seeing these valuations on companies where, you know, it's due as outrageous. And then at one point, and i'll always give credit to josh coppeman for teaching me like, 80 % of everything i know - he really is the best. I think we can tell the difference between an a company and an a plus company at least i hope we can. Prand see youre we guys make out.

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