Investing in the Value Side of Your Portfolio

In terms of the other fun do usa, you have financials. Itt looks like your top holding with berkshire Hathaway capital one. Ah, you have wells, fargo, us. Bancor, et cetera. But what's really interesting is you have a number of mega captec names as well. Really interesting because quite often you wouldn't see those holdings right in the top tembo. What's intriguing, interesting as it speaks to aa, to independent thinking. I mean, it's not the usual suspect. So tell me about how you're in being independent by going in different directions, but theometically limiting it to and not spreading