The Challenge With the Opportunity

There were nearly 200 solphar companies in the public market to day over a billion dollar valuation. That number was 50 ten years ago. There's a massive difference between what's happening with an enterprise sopor company that's doing a digital transformation kind of work right now, verses a consumer facing inter net stock that maybe wat's benefiting from everyone staying at home because of cove nd lockdowns. And so just discerning which are the winners and the losers in those markets matters a ton.