A number of companies you follow are included in the list of "firms of endearment" in the 2007 book by that name that I am a co-author of. A hedge fund that was set up based on that book's central premises has been significantly outperforming the indexes over the past two years. The "FoE" portfolio includes Costco, Whole Foods, Amazon, Google, Caterpillar and UPS. Thought you might be interested, especially in the fact that the book inspired a new hedge fund that has been extremely successful.
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