A company that sells women's makeup, a retail store, called Ulta, U L T A. They just went down by a third today because all of their products are being stolen. How in the world did I think Altus stores were not going to be completely knocked over by mobs of people? Of course they are. The theft was legalized. Why would you invest in any retail store that has any kind of urban presence? Yeah, it would be the dumbest thing anybody ever did. So I lost 1 third of 1% of my portfolio. It sounded like a pretty good idea, didn't it? Do you know what was wrong with the idea?"

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