Having spent time with 30 or 40 management teams, I had a huge edge over the market. I tried to explain this to people on Twitter. I tried to explain that I had that edge, but nobody cares until they see the results. I just knew from a character standpoint, from a mentality standpoint, from an experience standpoint, from a strategy standpoint, that they were highly differentiated.Mike: I’m a really tactile investor. I take big concentrated positions. To do that successfully over a long period of time, they ...