The Bunker Hill Strategy

There's a patience level, I mean, and you kind of made the reference earlier to the what we call the Bunker Hill strategy, not shooting until you see the whites in their eyes. So they good things can't happen unless these things inflect. And then you have to shame any anxiety or feel fear we feel today, whatever, as the trend is going to work. David Lynch: Value stocks don't go up just because they're cheap. They need a growth catalyst to unlock that opportunity. If there is no growth catalyst, then they just become value traps.