Capital Allocation Decisions and Stock Selection Decisions

Some of our best businesses that we don't outright don't grow, but they throw off lots of money which we can use to buy something else. And therefore our capital is growing without physical growth being in the business. A lot of management don't understand that very well, actually. In fact, it's amazing how little attention is paid to that. Believe me, if you are investing, you should pay a lot of attention to it.