Patrick O'Shaughnessy

I mean, it sounds like sort of the ultimate example of like, there are no two kids in a garage in Silicon Valley wondering how to disrupt Hunter Douglas.

It would just be a senseless endeavor.

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Given the returns that you've demonstrated are possible, RBI is a 30X multiple on capital or something and going,

Why do you think there are not more firms like 3G that do serial single investment, extreme focused style?

Why are you the one that I'm aware of?

I love the notion that both of you ran businesses as the CEO.

And I'm especially curious about the forged in fire moments from running the Brazilian Railway.

What were the aspects of operating as the CEO that you most remember that most shaped how you think about running a business well or investing well?

It seems like that's one critical lesson in the general category of finding hygiene and inefficiencies within the businesses that you buy to make them a lot better.