our guest hosts, ron baron who also owns this stock.ing here this morning. >> thanks for being here. >> it's a little staggering when you realize carlisle group has $185 billion you're trying to invest and go around the globe. it's got to get harder and harder to find great places. is it tougher to continue growing like that? >> well, the good thing, becky, we don't have to deploy all $185 billion at one time. and we tend to invest about $8 billion or $9 billion of new equity every year. and that's still an awful lot. but across our platform in the 20 countries we're in, we have a great infrastructure to do it. i have to say the investment environment is not easy. and rising equity prices in the united states and kind of mundane growth has made it tough to find really attractive things to do. but we have three big areas we're spending time with around the world. first is europe. everyone has hated europe the last few years, and yet, there's a number of really, really wonderful companies that have great growth rates in europe today that