I revisit his "Are Index Funds Communist?" piece from 2016 often, definitely what got me hooked.
https://www.bloomberg.com/opinion/articles/2016-08-24/are-in...
Subjectively the one that appeals most to me, is that the fund has an investment strategy built around their ability to identify and capture very specific types of opportunities - and that there are only so many of them globally in any given year. This puts an upper bound to how much the fund even can invest, because their strategy works for scenarios that are limited both in size and frequency.