The Importance of Value Traps

The old me would have liked some value traps that were going to attack by these behemoths. Now the exception is, as I said before, if you've got a really good jockey who's going to unlock value there and figure out how to sell it with a behemoth sign That's an exception. So what I'm looking for is something where the bear case is great but the bullish case is not so clear-cut. Tom Barrack: How did you get yourself to that point? When does it get simple?