How Do You Think About Opportunity, Cost to Capital and When May Be Going Down, Business Quality Is Worth Your Perception of Increased Return?

You bet on a weaker business because the odds fered out of the gate wer more attractive to me, but the certainty of return it is lower. How do you think about opportunity, cost to capital, and when may be going down, business quality is worth your perception of increased return? You talk about energy, right? That's ecyclical. We just talked about how confident you are in bere. Why does energy belong in the portfolio? And how do you think through those kind of decisions? It was all as i've gott more experienced and with a better understanding of the nuances ahou capital works," he says.

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