[Frank]

It's interesting to see what some of the smaller players are up to, but it also seems pretty much impossible to get a true idea of how these firms are doing. I just read the David Blech biography that just came out recently and it's pretty shocking how dirty the investments behind these companies can be. Granted, Blech is an extreme case, and he should have ended up in jail, but it's pretty scary investing in some of these small cap firms that have no track record.