I realized that the basics of business are straightforward. It's largely about risk. If you have a big downside and a small upside, run the other way. If you've got a big upside and a small downside, do the deal. Always make sure you're getting paid for the risk you take, and never risk what you cannot afford to lose, Keep it simple. . . . Opportunity is very often embedded in the imbalance between supply and demand.