have number one pick, this could be my aundray bruce tim couch moment maybe i will trade back with keven five pick. who knows? but my tactic is find deep value or names that have some kind of dislocation. i would like an event-driven story for a 12-month draft especially something i think has been trading out of the money. >> kevin, given your lack of success -- sorry -- with blue apron a year ago, would you still consider picking one of the newer stage public companies like a pinterest or zoom or lyft >> first of all, i'm not taking the blame of blue apron. i'm many blaming jim cramer who said -- >> don't throw cramer under the bus! >> cramer wiped me out i'm going back to my roots my biggest concern is best picks will be at the bottom of the list, we know that's an outrage, but i will figure out how to crawl back from the basement here and crush seymour, crush him, for this impetulance. that's what is going to happen. >> i will tell you, we have a period for the stock to go through the discussion of the transition we know it's not going to happen overnight but i think there's been a ca