We can't bet on companies based purely on their market potential. We have to bet on companies based on the potential we believe them capable of realizing. This

We can't bet on companies based purely on their market potential. We have to bet on companies based on the potential we believe them capable of realizing. This is highly dependent on the companies themselves: their behaviors, their characteristics, their products, their people, their organizational structures, their capital structures, and so on. As you identify, this is probably tough going for Groupon as it currently exists.