Will Omaha pick up the phone??
Scoop: Meta eyes new nonvoting stock so Zuck can continue funding his AI ambitions without diluting his stake semafor.com/article/10/21/…
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Francisco Olivera retweeted
✅
Kyle Shanahan says a 51% analytics recommendation won’t convince him to go for it because he gets one shot, not an hour at a blackjack table
“I don’t want to hear about it if it’s 51% of the time we should go for it.”
“As I always say, I’m not sitting here playing Blackjack for e at the table, and eventually I’ll get 51% of it. Like, I have this one try, and I have a feel for it. I’ve been doing it too long.”
“But what I want to know from him, when it’s not a feel, when it, no, this is 98%. We don’t even need to talk about it. So we don’t need to talk about it. Tell me when it’s that, and I’ll just do it.”
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"The average tenure of CEOs is about six or seven years but it's actually a bimodal distribution. You either end up being in the job for less than three years or you will typically end up being in the job for about 10." - Nitin Nohria
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"Netflix’s third-quarter results are due Tuesday afternoon and the stock has dropped after each of its last five reports...The company has lost as much market value in a year as Walt Disney’s entire market capitalization..."
Netflix FCF yield via WSJ $NFLX
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Francisco Olivera retweeted
Ralph Lauren case study tomorrow at TSOH Investment Research $RL
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"When Bill Perez replaced Phil Knight, within six weeks the company knew it was wrong… I think when Donahoe started, everyone wanted to give him a chance… Donahoe was more right than Perez was… It took longer for the wrong fit to surface…"
thescienceofhitting.com/p/nike-expert-…
thescienceofhitting.com/p/nike-expert-…
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"If the company goes to a distribution agnostic sort of strategy, which I've heard some rumblings about, then you need a growth vehicle." Chapek via youtube.com/watch?v=DEJrPj…
Disney & Netflix have signed a major licensing agreement to allow some Disney films/TV shows to release on Netflix, including:
• Percy Jackson S1/S2 - Oct. 4
• Ice Age 1 to 5 - Oct. 4
• Soul - early 2027
• Elio - early 2027
(Source: variety.com/2026/tv/news/d…)
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I have $BATRK on my main screen just in case there's no baseball for a year or two
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"Ari Emanuel Dishes on His Hollywood Career, Paramount Merger and Relationship With Elon Musk" @Lucas_Shaw $TKO $PSKY
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Today's TSOH Investment Research
"Fever-Tree: Beyond Tonics"
Thank you to @FrancoOlivera for his feedback
thescienceofhitting.com/p/fever-tree-b…
"Fever-Tree: Beyond Tonics"
Thank you to @FrancoOlivera for his feedback
thescienceofhitting.com/p/fever-tree-b…
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Francisco Olivera retweeted
@TSOH_Investing is a great guy with a great story, please read and listen to whatever he does!
@TSOH_Investing, is the author of Buffett and Munger Unscripted, a topic-by-topic organization of three decades of Berkshire Hathaway shareholder meetings, and he writes TSOH Investment Research, where he publishes his portfolio and discloses every change before he makes it. He ars investing, most recently at a firm managing over a billion dollars, before going independent in 2021.
Alex explains how the Ted Williams "fat pitch" idea shapes a portfolio of ten to fifteen names where the largest positions run north of 10%, and why he makes only a handful of changes a year. He walks through Microsoft and Dollar Tree as investments that worked, and Comcast and Disney as theses he held too long, including what he missed on fixed wireless taking share from cable broadband. He also describes writing to Warren Buffett for permission before starting the book, what three decades of meetings revealed about how Buffett and Munger weighted capital allocation, and why he thinks their 2000 warning about the internet making American business less profitable has aged well.
Chapters
00:00 Introduction to the episode and guest
02:48 The science of hitting and its analogy to investing
04:28 Origin of the TSOH name and its significance
05:44 Investment philosophy and portfolio construction
08:40 Shift towards smaller companies and micro caps
11:19 Case study: Microsoft as a formative investment
13:32 Case study: Dollar Tree and strategic evolution
16:57 Dealing with large gains and position management
21:17 Lessons from bad investments: Comcast and Disney
24:56 Understanding long-term investment horizons and patience
28:31 The importance of macro perspective and market timing
29:46 Writing the Warren Buffett and Charlie Munger book
34:01 Charlie Munger's 2009 market insight
35:21 Market outlook and macroeconomic views
48:36 Misunderstood aspects of Warren Buffett's approach
54:55 Lessons from Warren Buffett's early valuation methods
01:00:00 Buffett's quick decision-making and industry knowledge
01:01:49 Evolution of Buffett's valuation approach
01:04:12 Learning from Buffett's experience with brands and acquisitions
01:05:14 The value of decades of experience in investing
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Francisco Olivera retweeted
@TSOH_Investing, is the author of Buffett and Munger Unscripted, a topic-by-topic organization of three decades of Berkshire Hathaway shareholder meetings, and he writes TSOH Investment Research, where he publishes his portfolio and discloses every change before he makes it. He ars investing, most recently at a firm managing over a billion dollars, before going independent in 2021.
Alex explains how the Ted Williams "fat pitch" idea shapes a portfolio of ten to fifteen names where the largest positions run north of 10%, and why he makes only a handful of changes a year. He walks through Microsoft and Dollar Tree as investments that worked, and Comcast and Disney as theses he held too long, including what he missed on fixed wireless taking share from cable broadband. He also describes writing to Warren Buffett for permission before starting the book, what three decades of meetings revealed about how Buffett and Munger weighted capital allocation, and why he thinks their 2000 warning about the internet making American business less profitable has aged well.
Chapters
00:00 Introduction to the episode and guest
02:48 The science of hitting and its analogy to investing
04:28 Origin of the TSOH name and its significance
05:44 Investment philosophy and portfolio construction
08:40 Shift towards smaller companies and micro caps
11:19 Case study: Microsoft as a formative investment
13:32 Case study: Dollar Tree and strategic evolution
16:57 Dealing with large gains and position management
21:17 Lessons from bad investments: Comcast and Disney
24:56 Understanding long-term investment horizons and patience
28:31 The importance of macro perspective and market timing
29:46 Writing the Warren Buffett and Charlie Munger book
34:01 Charlie Munger's 2009 market insight
35:21 Market outlook and macroeconomic views
48:36 Misunderstood aspects of Warren Buffett's approach
54:55 Lessons from Warren Buffett's early valuation methods
01:00:00 Buffett's quick decision-making and industry knowledge
01:01:49 Evolution of Buffett's valuation approach
01:04:12 Learning from Buffett's experience with brands and acquisitions
01:05:14 The value of decades of experience in investing
Alex explains how the Ted Williams "fat pitch" idea shapes a portfolio of ten to fifteen names where the largest positions run north of 10%, and why he makes only a handful of changes a year. He walks through Microsoft and Dollar Tree as investments that worked, and Comcast and Disney as theses he held too long, including what he missed on fixed wireless taking share from cable broadband. He also describes writing to Warren Buffett for permission before starting the book, what three decades of meetings revealed about how Buffett and Munger weighted capital allocation, and why he thinks their 2000 warning about the internet making American business less profitable has aged well.
Chapters
00:00 Introduction to the episode and guest
02:48 The science of hitting and its analogy to investing
04:28 Origin of the TSOH name and its significance
05:44 Investment philosophy and portfolio construction
08:40 Shift towards smaller companies and micro caps
11:19 Case study: Microsoft as a formative investment
13:32 Case study: Dollar Tree and strategic evolution
16:57 Dealing with large gains and position management
21:17 Lessons from bad investments: Comcast and Disney
24:56 Understanding long-term investment horizons and patience
28:31 The importance of macro perspective and market timing
29:46 Writing the Warren Buffett and Charlie Munger book
34:01 Charlie Munger's 2009 market insight
35:21 Market outlook and macroeconomic views
48:36 Misunderstood aspects of Warren Buffett's approach
54:55 Lessons from Warren Buffett's early valuation methods
01:00:00 Buffett's quick decision-making and industry knowledge
01:01:49 Evolution of Buffett's valuation approach
01:04:12 Learning from Buffett's experience with brands and acquisitions
01:05:14 The value of decades of experience in investing
In this episode @Valuehunte sits down with @TSOH_Investing
Alex Morris is the author of Buffett and Munger Unscripted, a topic-by-topic organization of three decades of Berkshire Hathaway shareholder meetings.
microcapclub.com/30-years-of-be…
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