And so that is an interesting dynamic that happens on different verticals and distributing product to home builders or repair a lot.

And Bill, I think you just hit on a key point that what we're looking at here and, you know, for businesses in general here in building product distribution, we're looking at companies that have gone through this capital cycle.

again and again and again, and have really taken on the label of being cyclical.

Nobody's going to look at them and they become ignored.

But as they go through, they've reached a period where the industry has structurally changed and the earnings powers of these businesses, because these dynamics have changed, have dramatically improved.

And they're unnoticed because they're cyclical.

Why would we want to buy that?

Are you open to getting involved before that starts to happen? Do you have different metrics for heat maps for when you're more interested and less interested?