Matt Ankrum

And I'll just add in Matt's study on the revenue growth that you were talking about,

when you follow those companies over time, they have insane growth profiles.

I mean, I'm talking about 20% growth year over year, over year, over year.

And that gets harder to do the bigger you become.

So I think 20%, I mean, it was 20% growth 20 years into there.

because ultimately when things go up and things go down the most important thing you're going to be able to say is here's why they still are relevant here's why they still are important i think feeling the confidence from the person you're working with and the conviction behind the idea is important and i remember on you know i had to go up through a big learning curve on this one and there were times where there are certain stocks that matt was following i'm like but you know something happened and

He's like, I still believe.

In fact, this is a buying opportunity.

You're a story guy.

It's Omaha.

He's calm.

Yeah.

He knows what's going on.

He's following the numbers.

He's been following it over time.

Right.

So I think Matt spends more time choosing the stock than ever thinking about selling it.

Can we look at slide 25 as I think it hits that right on the head, Matt?

I don't see.

He actually sorts this by sector.