Caryn Seidman-Becker

You have to see how that is weighing relative to your thesis.

And you need to move out.

Maybe you don't need to take an 8% position.

Maybe you want to start with a 2% position.

Wall Street gives you incredible discipline.

You better have done your work before you need to do your work.

So when I head into a meeting, I'm like, we should know them better than they know themselves.

We should really understand and have war roomed this 10 ways from Sunday because it's all about the preparation.

Kevin Durant, the basketball, all the practice that he does before the game.

I do feel that I think a lot, probably too much.

And so that actually my bias for action, I'm playing chess in my head all day long.

Well, what if?

Well, what if?

Well, what if?

Things are always coming out of left field.

I've seen a lot of these scenarios in my head before.

What if we did that?

And what if we did that?

And how would that?

And then you have the data and you're like, well, that would make that go up by 500 basis points.