No argument. Incentives matter. There's one company I looked at for a modest investment and I was like "This is the only company in the world that can do someth

No argument. Incentives matter. There's one company I looked at for a modest investment and I was like "This is the only company in the world that can do something that is obviously needed in semiconductors but has long cycles" and it stagnated for a year or two. (And then went up considerably.) As a financial analyst I might very well have logically held off for a bit.