On to the broader markets here. The S&P 500 is sitting right at a record high. The next big catalyst come after the bell.We're going to get Alphabet and Tesla reporting results. Joining us now is Michael Nicolas. He's Oakmark's portfolio manager.Uh Alphabet is amongst his top holdings. Good to have you this morning. You know what I want to get to Alphabet, but I notice as well sort of what differentiates your portfolio a bit is you have a big ownership stake.I think it's in uh Capital One which reported num ...