I think one of the most important things actually, that you’ll see real time at two Grey Beards is Nick and I kicking around what we don’t think the same, and so when we kick around our views, we have to come up with something, gonna come up with a consensus. It’s not like each of our votes is equal and we pick the middle.
No one or the other of us has to convince each other, and then we are. Convinced and convicted in what we own. Nick, why don’t you just describe what’s the, what are the important things that you are looking at, what that two gray beards is looking at and how that manifests in the portfolio. And then I’ll come in and add what I think.
Let’s draw the curtain back a little bit and show you our process. So before we record the video, Andy and I speak on the phone and normally the conversation that we have is about twice as long, at least as the video itself does. Andy said often we disagree. Again, as he said, we try to convince each other that I am more right than he is or the other way around.
So we kick it about and we come up to a consensus that makes sense.
