, 4 tweets, 1 min read Read on Twitter
Warren Buffett: "The nice thing about the mouse is that he doesn't have an agent. You know I mean the mouse is yours and he is not in there renegotiating and you know every every week or every month. [Disney] understands all of that very well."

Wholesale transfer pricing!
Warren Buffett: "Disney's done an extraordinary job for the shareholders and they make real money out of movies. Most movie companies have made money for everybody associated with it, but not a lot for shareholders in them."

Wholesale transfer pricing again.
Can you spot the pattern in this Disney lineup? H/t @carlquintanilla
Charlie Munger describes Disney as the equivalent of “an oil company that can put the oil back in the ground after it is done drilling so it can drill it again." Re-drillable intellectual property is the new oil for a business like Disney.
Missing some Tweet in this thread?
You can try to force a refresh.

Like this thread? Get email updates or save it to PDF!

Subscribe to Tren Griffin
Profile picture

Get real-time email alerts when new unrolls are available from this author!

This content may be removed anytime!

Twitter may remove this content at anytime, convert it as a PDF, save and print for later use!

Try unrolling a thread yourself!

how to unroll video

1) Follow Thread Reader App on Twitter so you can easily mention us!

2) Go to a Twitter thread (series of Tweets by the same owner) and mention us with a keyword "unroll" @threadreaderapp unroll

You can practice here first or read more on our help page!

Follow Us on Twitter!

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just three indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!