, 3 tweets, 1 min read Read on Twitter
Simba: "Why can't we get local channels on cable?"

Mufasa: "A bundle's time rises and falls like the sun. The days of the sun shining on bundles are rarer now."

Simba: "Zazu is long businesses with scarce distribution assets."

Mufasa: "Zazu is an investor, not a speculator."
Simba: "Should we short businesses that own local network television stations?"

Mufasa: "For many years local network television stations could do well financially even if someone like Pumba was running it. Now there's much more competition. But shorting stocks is not our game."
Simba: "What is our game?"

Mufasa: "We invest in businesses any idiot could run because someday one will. Right now, our portfolio assumes interest rates will remain at current levels."

Simba: "Howard Marks says the future is a probability distribution."

Mufasa: "It is."
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