The first criteria that we're looking for is a business model that is adaptable and relevant in to morrow's economy. We want to buy something that we feel will be more relevant because it is growing and will become a bigger business in the future, not a smaller business. And one of my favorite companies to talk about is not a company that we own, is nike. Because if youd just looked at the business as, oh, this is just a shoe company, then you wouldn't have been able to see the value.

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