The partnership is an investment success story, outperforming the index by +14.3% per annum for thirteen years (2001 – 2014).
Although all are worth your time, this is nice blog post that pulls out some of the most interesting quotes and ideas. There are many.
“One trick that Zak and I use when sieving the data that passes over our desks is to ask the question: does any of this make a meaningful difference to the relationship our businesses have with their customers? This bond (or not!) between customers and companies is one of the most important factors in determining long-term business success. Recognising this can be very helpful to the long-term investor.”
