Alex Morris (TSOH Investment Research)

"The price of Disney+ without ads will rise 13% to $21.49 per month" https://t.co/txewA1LK5g

"Serving as your Chairman has been the privilege of a lifetime, and I have never taken your trust for granted. Father Time always wins. He has, however, been generous with me. He has given me the opportunity to see Berkshire reach a point where I am more confident than ever about what lies ahead. The company is in excellent hands, and I look forward to remaining a shareholder alongside you." https://t.co/ekbkdhUjnB

"Serving as your Chairman has been the privilege of a lifetime, and I have never taken your trust for granted. Father Time always wins. He has, however, been generous with me. He has given me the opportunity to see Berkshire reach a point where I am more confident than ever about what lies ahead. The company is in excellent hands, and I look forward to remaining a shareholder alongside you." https://t.co/ekbkdhUjnB

“Berkshire does not nitpick the trading houses’ activity,” he said. “While Berkshire currently owns about 10% of the trading houses, the company indicated it would not make a fuss even if those stakes were raised to 15%. As a shareholder, that makes Berkshire extremely valuable to us.” https://t.co/vDyYsPqFIs

"Microsoft declared a quarterly dividend of $0.98 per share, reflecting an 8% increase over the previous quarter’s dividend." $MSFT https://t.co/TlIS85A5FX

TSOH Weekly Roundup (09/11/2026) Companies discussed include $META, $MKL, and $PTON https://t.co/cZWi5tI8wa https://t.co/xSo29NKjKe

$MSFT https://t.co/TOY8kmEN0X

$MNST stepped on the gas in 2024, repurchasing ~$3.7 billion of stock at an average (split-adjusted) cost of ~$26 per share. It was a good decision. https://t.co/zobaHkbfmK

Monster Beverage Annual Revenues $MNST https://t.co/fahtE2nA6s

Thanks to @Ritholtz for having me at Bloomberg HQ to discuss "Buffett & Munger Unscripted" + TSOH Investment Research on Masters in Business. https://t.co/N2Q4xDNlBa