Is This a Better Deal or a Spin Off?

If you were to run like a special situation portfolio, so just entirely special situations, would you structure it differently? Would you think about the same way was spent oft en, just kind o use it as the pond that you're fishing in? I don't realy know how greenblid did it that way. If he just felt that he could find things all the time he would like to study. His portfolio was like, what, three to five days lake, that so very coar, very concentrated. You need to have somewhere else to put the money while you look for opportunities to come along. That would be my gues.