All those names on that list actually reflect kind of a margin of safety where even if the investment pieces don't pan out, you're likely to do well or not sustain a permanent erosion of capital. So that's what we've been focusing on,  -   Peter Doyle     Quotes
All those names on that list actually reflect kind of a margin of safety where even if the investment pieces don't pan out, you're likely to do well or not sustain a permanent erosion of capital. So that's what we've been focusing on, Peter Doyle