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/dis…)

I have $BATRK on my main screen just in case there's no baseball for a year or two

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@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 spent roughly twenty years 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

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…

I'm told the Angels sold for a major league record price, more than the $3.9 billion sale price for the Padres.

Two weeks later - and no reply here or on an email sent to IR. There's a simple solution to the real issue: follow the lead of companies like Meta, Walmart, etc., and publish the buyside follow-up call transcript. Hopefully @bchesky can get someone at IR to resolve this.

Big eye emoji thing open.spotify.com/episode/7A7…

.@RedBull has put together a go-kart race called "Max Vs. 100" where Max Verstappen will start from the back versus 100 people and try to pass them all, airing on @DisneyPlus + ESPN App on September 16th. ➡️ Drivers will be Red Bull endorsers, celebs, content creators and fans.

People who formerly drove for Lyft are now cleaning Waymos — vehicles meant to drive without them. businessinsider.com/lyft-dri…