We primarily focus on understanding the unit economics of the business. In a retailer,for example, we have to understand how one store works: what are the capital requirements and maintenance spending, how does the lease work, how does the cash flow build? This is the way managers in the field think, and we find this approach helps us best understand the drivers of the business. When we chose to pick a fight with the market as we call it when we buy something it’s usually because of the work we do at this level. Wall Street is very top down, say, in looking at how much revenue at what overall margin equals how much EBITDA. We work from the bottom up, which we hope helps us understand better than the market how returns on capital can be improved.Another advantage of knowing the unit economics is that we think it allows us to identify problems early. When we see a deterioration in unit-level returns on capital, that can give us a chance to respond before it’s fully reported in the P&L.