> you shouldn’t hold cash I don’t think they intended to be holding cash, they were setting up for a large purchase and the timing was bad. But yeah, arguably

> you shouldn’t hold cash I don’t think they intended to be holding cash, they were setting up for a large purchase and the timing was bad. But yeah, arguably when there’s no immediate prospect of the opportunity resurfacing, probably reinvesting that paper would be more congruent with the system we have before us.