So I I think bottlenecks is a really interesting framing, because people tend to think, oh, bottleneck is extremely investable, and that can lead to a lot of growth and a lot of upside. And that's true to a certain extent, but I think markets are actually quite good at, in some cases, recognizing bottlenecks well ahead of time and investing in them before the fundamentals even come through. So as long term investors, what we're trying to do is identify these structural opportunities or companies that become ...