 financial backing you can kind of see it and who's being funded and how much and yes there are stories that come out of nowhere and part of a i will be that a four-person shop all of a sudden can create ten billion dollars of value when it previously took forty thousand people to do that i think some of that will pop up and surprise us but those are three things that i'd look at and they're already there in the rule breaker traits david mentioned his podcast you can catch him each week on rule breaker investing as for his next investing book