. >>> there are two bigplaye bigplayershere. the only one you can own is sutherbys.ove this company in that the competitive dynamic is fascinating. >> that was karen last month getting bullish on sotherbyes. sharply lower. >> the next day there was an article that it took a backup. the expenses were definitely high and high on the street. a lot was spent in asia which i think they need to do. the story is no different to me than it was last month or whenever that was. it is a long-term dynamic. global wealth creation around the world and are collecting. i'm still long. >> did you maintain your position? >> i would have bought and i didn't. i missed it. then i didn't chase it. but i am long every share i was going into that. >> they sell that munch painting yet? >> no. that's in may. >> are you going to stake y spot. >> that was ripped off. art theft? go figure. >> meantime, it is time for "fast money" portfolio segment where long-term investing means the volatility of today's world. no one fund has decided to make a big bet now has decided to make a big bet on privat