“It’s not important how many wins you make or the frequency of your wins or even the likelihood, in a very foregone sense, of the win. However, unless the size of the win can be very large, he is very large, he is very unlikely to come and make the bet. He is only interested in mispriced bets, and he is looking for bets which can give him outsize returns. That’s very different from most human beings. Most people like to feel comforted when they make bets, that we bought 10 stocks and 9 of them did well and you know if one went down, we should self-flagellate ourselves on how stupid we were. Nemishbhai understands that you will not win all your bets because it’s about business and it’s about unforeseen events and so on and so forth. As long as he is getting very good odds on the bet which he’s taking and the aggregate of the bets which he takes gives him a disproportionate return, that’s what he wants.”