at centerstone we look at stocks -- what i like about the things we're finding these days, there's no bearing to what goes on in washington or inflation or anything but i like businesses that we're finding where there's a lot of self-help. there's catalyst, there's changes, and most importantly the market because it's not a high growth tech stock or something popular, the market just ignores it. companies like cdk which we own, both undergoing a great deal of transformation and focusing on the core business with great management teams and in segments in which they either dominate or have a very large market share i can see owning something like that for a long duration for quite some time. >> you also like o'reilly automotive and target. but i think you make an interesting point here i was talking a moment ago about how both apple and microsoft are around $2.4 trillion stocks. you're saying these growth rates are unsustainable. maybe you can illustrate that based on how quickly they have grown. if we were to extend that into the future, what are we talking about? >> i like to use thes