I've had a similar overall thought – as a CEO/CFO seems that you'd want a relatively in-line growth/margin/whatever target each quarter, and so if you get a win

I've had a similar overall thought – as a CEO/CFO seems that you'd want a relatively in-line growth/margin/whatever target each quarter, and so if you get a windfall you'd be incentivized to somehow spread that out or create slack for yourself in future quarters instead of milking it for all it's worth. Very weird, but that's what the current public capital markets incentivize...