neutralMeeting2024-05-06conf:high
Morning Session - 2024 Meeting
“with the desperate housewives, we had to get Disney's okay, and that was easy to get.”
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The Walt Disney Company
$DIS81 mentions across the corpus · positive 33 · negative 7 · neutral 37 · historical 4
neutralMeeting2023-05-08conf:high
Buffett worries about Paramount's future in streaming business
“Disney was unique in its animated, what it offered, you know, in the 30s and 40s. And they wrote the stuff off at the first showing, and then they rejuvenated Snow White”
historicalMeeting2023-05-08conf:high
Afternoon Session - 2023 Meeting
“Disney was unique in its animated, what it offered, you know, in the 30s and 40s.”
negativeMeeting2023conf:high
Daily Journal Annual Meeting 2023 — Munger Q&A
“How would you like running the sports, ESPN now at Disney compared to its heyday? It's going to be way harder for them.”
negativeMeeting2023conf:high
Daily Journal Annual Meeting 2023 — Munger Q&A
“Movies look to me like it's going to be a blood bath, too.”
negativeMeeting2023conf:high
Daily Journal Annual Meeting 2023 — Munger Q&A
“Disney is an interesting case. Practically every business that Disney has, has gotten tougher than it used to be.”
negativeMeeting2022-05-02conf:high
Afternoon Session - 2022 Meeting
“company is adding warnings to Dumbo, Peter Pan, and Aladdin about the stereotypes they allegedly portray”
negativeMeeting2022-05-02conf:high
Afternoon Session - 2022 Meeting
“Disney's Robert Chapec, who not only embraces the view that gender is a form of oppression, but that kindergartens must be forced to confront it”
neutralMeeting2022conf:high
Daily Journal Annual Meeting 2022 — Munger Q&A
“For a long time on a Disney cruise ship, they had two different kinds of staterooms, one with a window and one without a window.”
neutralInterview2019-04-18conf:high
Buffett: We need to help free trade's "roadkill" | March 28, 2019
“if I'm Bob Agger at Disney, I'm going to think about every way that I can to beat them to the punch”
neutralInterview2013-05-06conf:high
Buffett sees "gradual improvement" in economy | May 6, 2013
“Do you like Disney? Do you like that model? You got theme parks, you got movies, you got cable.”
neutralLetter2012conf:high
2012 Berkshire Hathaway Shareholder Letter
“wishing makes dreams come true only in Disney movies; it's poison in business”
neutralMeeting2005-04-30conf:high
Morning Session - 2005 Meeting
“Michael Eisner is standing out there getting soaked...I said to Suez, why don't you go out there and help them out...I've waited in line at Disneyland.”
positiveBook2005conf:high
“Buffett Partnership, for example, owned American Express and Disney when they got pounded down”
positiveBook2005conf:high
“Disney had basic momentums in place that are very powerful and that Eisner and Wells were very unusual managers”
positiveBook2005conf:high
“That existed in Disney. It's such a unique experience to take your grandchild to Disneyland...Disney found that it could raise those prices a lot, and the attendance stayed right up.”
positiveBook2005conf:high
“Disney's a perfectly marvelous company, but it's also very high-priced. Part of what it does is to make ordinary movies which is not a business that attracts me at all. However, part of what Disney ha”
positiveBook2005conf:high
“Disney is an amazing example of autocatalysis.... They had all those movies in the can. He owned the copyright.”
negativeEssay2004conf:high
Wesco 2004 Annual Meeting — Notes of Charlie Munger's Remarks (Whitney Tilson)
“professional managers who destroyed the culture, as happened at Disney and Hewlett-Packard”
neutralEssay2004conf:high
Wesco 2004 Annual Meeting — Notes of Charlie Munger's Remarks (Whitney Tilson)
“I think we're way more like Wal-mart than Disney.”
neutralMeeting2002-05-04conf:high
How Buffett decides it's a time to sell a stock
“sold McDonald's and Disney after not owning them for long... We think Disney has a fine future.”
neutralMeeting2002-05-04conf:high
Morning Session - 2002 Meeting
“you sold McDonald's and Disney after not owning them for long. How do you decide when to hold forever and when to sell?”
positiveMeeting2002-05-04conf:high
Morning Session - 2002 Meeting
“We think Disney has a fine future, and there are others”
neutralMeeting2000-04-29conf:high
Morning Session - 2000 Meeting
“company number two, definitely a household name, but missing from the list this year, the Walt Disney Corporation”
positiveMeeting2000-04-29conf:high
Morning Session - 2000 Meeting
“The Disney company, our ownership in that fell below the threshold level... we think Disney is a terrific business. Michael Eisner is on a great job there.”
neutralMeeting1999-05-03conf:high
Afternoon Session - 1999 Meeting
“has the Disney cap cities merger gone as well as you would have hoped, and has the future prospects of Disney changed”
neutralInterview1999conf:high
Warren Buffett | Nightline Interview | 1999
“Warren owns a few million shares of the Disney Corporation, which of course owns ABC.”
positiveMeeting1998-05-04conf:high
Buffett on what is important and what is knowable
“what Disney's going to look like in 10 years or what some of our operating subsidiaries are going to look like”
neutralMeeting1998-05-04conf:high
Afternoon Session - 1998 Meeting
“I invested in those three companies, Coca-Cola, Gillette, and Disney”
neutralMeeting1998-05-04conf:high
Afternoon Session - 1998 Meeting
“You owned Disney once before and sold it. You also owned advertising companies in the 70s, I believe, and you sold them.”
negativeMeeting1998-05-04conf:high
Afternoon Session - 1998 Meeting
“the Disney sale in the 60s was a huge mistake. I should have been buying.”
positiveMeeting1998-05-04conf:high
Morning Session - 1998 Meeting
“or what Gillette's going to look like in 10 years, or what Disney's going to look like in 10 years”
neutralMeeting1998-05-04conf:high
Morning Session - 1998 Meeting
“there's been some criticism levied recently at the Disney Company, mainly from an accounting professor at one of the state universities in New York.”
neutralMeeting1998-05-04conf:high
Morning Session - 1998 Meeting
“we disagree with the amount of amortization of intangibles entirely. So we would say that if Disney is charging whatever it may be, probably $400 million”
neutralMeeting1998-05-04conf:high
Morning Session - 1998 Meeting
“the economic earnings of Disney might well be more than the reported earnings in the next few years.”
neutralMeeting1998-05-04conf:high
Morning Session - 1998 Meeting
“I've got no great quarrel with the accounting at Disney. I think – Rilloff is a wonderful guy.”
neutralMeeting1998-05-04conf:high
Morning Session - 1998 Meeting
“I don't think Disney is a very complicated enterprise to evaluate. I mean, there are, when Cap Cities bought ABC, there were purchase accounting adjustments”
neutralMeeting1998-05-04conf:high
Morning Session - 1998 Meeting
“I wish we owned all of Disney or Coca-Cola or Gillette, but we aren't going to.”
positiveMeeting1997-05-05conf:high
"It's share of mind that counts"
“Disney, same way. Disney means something to billions of people. And if you're a parent with a couple of young children and you've got 50 videos in front of you”
neutralMeeting1997-05-05conf:high
1997 Annual Meeting Highlight Reel
“It is at Disneyland, a Disney world, and it's... It's at ballparks, and it's every place that you're likely to have a smile”
positiveMeeting1997-05-05conf:high
"Mistake" not to buy drug companies
“Disney is the entertainment company to be in”
neutralMeeting1997-05-05conf:high
America's economy "encourages" adaptation
“Michael Eisner, Disney, or any of those people, they don't work 40-hour weeks. They work 70 or 80-hour weeks.”
neutralMeeting1997-05-05conf:high
Afternoon Session - 1997 Meeting
“in companies like Coca-Cola or Gillette or Disney or those kind of businesses, you will see the information”
neutralMeeting1997-05-05conf:high
Morning Session - 1997 Meeting
“three companies that I chose were Coca-Cola, Gillette, and Disney”
positiveMeeting1997-05-05conf:high
Afternoon Session - 1997 Meeting
“Gillette travels, Disney travels, McDonald's travels, McDonald's travels, Coke travels”
neutralMeeting1997-05-05conf:high
Morning Session - 1997 Meeting
“Also, I have a question about Cap Cities and now Disney. And is Mr. Murphy keeping busy now? that ABC is owned by Disney.”
positiveMeeting1997-05-05conf:high
Morning Session - 1997 Meeting
“And I think Disney has been pleasantly surprised by how well ESPN has done, too. It's a powerhouse.”
neutralMeeting1997-05-05conf:high
Morning Session - 1997 Meeting
“I think the TV network business is intrinsically a pretty tough business, and Disney did way better on ESPN than they might have forecast”
neutralMeeting1997-05-05conf:high
Morning Session - 1997 Meeting
“And Disney is conscious of that, and they are very able operators, and I predict you'll see in a couple of years.”
positiveMeeting1997-05-05conf:high
Afternoon Session - 1997 Meeting
“That's true for Gillette and Disney and the companies of that sort that have got these terrific opportunities to use capital”
positiveMeeting1997-05-05conf:high
Afternoon Session - 1997 Meeting
“Disney means something to billions of people... that name to billions of people... it has a meaning. And that meaning overwhelmingly is favorable”
positiveMeeting1997-05-05conf:high
Afternoon Session - 1997 Meeting
“what does that stand for five or 10 or 20 years now? You know there'll be more people that have heard of Disney.”
positiveMeeting1997-05-05conf:high
Afternoon Session - 1997 Meeting
“Coca-Cola or a Disney or companies like that doing things that you think, well, this doesn't make a hell of a lot of sense”
positiveMeeting1997-05-05conf:high
Afternoon Session - 1997 Meeting
“I think the Disney company is being run in an absolutely first-rate way. And I have no problem whatsoever with the gays being employed”
positiveMeeting1997-05-05conf:high
Afternoon Session - 1997 Meeting
“Michael Eisner did the same thing, Disney hadn't gone any place. You know, in 15 years or something... Michael really saw what the future should be.”
positiveMeeting1997-05-05conf:high
Afternoon Session - 1997 Meeting
“Disney is the entertainment company to be in, then it is for me to figure out”
neutralMeeting1997-05-05conf:high
Morning Session - 1997 Meeting
“Roberto Guizuela, Coca-Cola, or Michael Eisner, Disney, or any of those people. They don't work 40 hour weeks.”
positiveMeeting1997-05-05conf:high
Afternoon Session - 1997 Meeting
“talking so positively about some of your stocks, in particular Disney, such as in the 95 annual report when you talked about actually telling everyone that you were buying more shares”
positiveMeeting1997-05-05conf:high
Afternoon Session - 1997 Meeting
“I got to ask the question at Disney, and I answered it, and that's my general approach. I think it's usually a bad mistake to sell your interest in wonderful businesses”
neutralMeeting1996-05-06conf:high
Afternoon Session - 1996 Meeting
“the surprise could be coming from Disney because it seems to me they've been coasting up until very recently”
positiveMeeting1996-05-06conf:high
Afternoon Session - 1996 Meeting
“the most important person at Disney in the last 12 years or whatever it's been, has been Michael Eisner”
positiveMeeting1996-05-06conf:high
Afternoon Session - 1996 Meeting
“Eisner has been the Walt Disney in effect of his tenure...he has been, in my view, by far, the most important factor in Disney's success.”
positiveMeeting1996-05-06conf:high
Afternoon Session - 1996 Meeting
“mine want to see Disney. And they want to see it over and over and over again... Disney's got a very, very big name.”
neutralMeeting1996-05-06conf:high
Afternoon Session - 1996 Meeting
“with respect to Eisner and Disney, how would you define Michael Eisner's circle of competence”
positiveMeeting1996-05-06conf:high
Afternoon Session - 1996 Meeting
“he has proven himself very good at understanding what Disney is really good at understanding what Disney is really all about”
positiveMeeting1996-05-06conf:high
Afternoon Session - 1996 Meeting
“Disney's done an extraordinary job for the shareholders and they make real money out of movies”
neutralMeeting1996-05-06conf:high
Afternoon Session - 1996 Meeting
“Earlier you led us through a discussion of the competitive position of Disney and you also discussed share repurchase.”
neutralMeeting1996-05-06conf:high
Morning Session - 1996 Meeting
“we didn't know whether it was going into cash or the all Disney stock or a combination”
positiveLecture1996-04-19conf:high
Stanford Law: Worldly Wisdom Revisited — Business: What Lawyers Should Know (1996)
“Disney's a perfectly marvelous company... Disney is an amazing example of autocatalysis... Disney got this enormous tailwind”
neutralLetter1996conf:high
1996 Berkshire Hathaway Shareholder Letter
“24,614,214 The Walt Disney Company............ 577.0 1,716.8”
neutralLetter1995conf:high
1995 Berkshire Hathaway Shareholder Letter
“we exchanged our Cap Cities shares for a combination of cash and Disney stock.”
historicalLetter1995conf:high
1995 Berkshire Hathaway Shareholder Letter
“In 1967 I sold out at 48¢ per share. Oh well - we're happy to be once again a large owner of a business with both unique assets and outstanding management.”
historicalLetter1995conf:high
1995 Berkshire Hathaway Shareholder Letter
“I first became interested in Disney in 1966, when its market valuation was less than $90 million... Buffett Partnership Ltd. bought a significant amount of Disney stock at a split-adjusted price of 31”
positiveLetter1995conf:high
1995 Berkshire Hathaway Shareholder Letter
“In the Disney merger, Cap Cities shareholders had a choice of actions. If they chose, they could exchange each of their Cap Cities shares for one share of Disney stock plus $65.”
positiveLetter1995conf:high
1995 Berkshire Hathaway Shareholder Letter
“For our 20 million shares, we sought stock... We are certain, however, to receive something over 20 million Disney shares. We have also recently bought Disney stock in the market.”
neutralLetter1995conf:high
1995 Berkshire Hathaway Shareholder Letter
“Michael Eisner, CEO of The Walt Disney Company, was walking up Wildflower Lane in Sun Valley.”
positiveLetter1995conf:high
1995 Berkshire Hathaway Shareholder Letter
“The Disney/Cap Cities deal makes so much sense that I'm sure it would have occurred without that chance encounter in Sun Valley.”
neutralMeeting1994-04-25conf:high
Morning Session - 1994 Meeting
“He might go to Walt Disney someday and, you know, pull down $200 million.”
historicalLecture1994-04-14conf:high
USC Lecture: A Lesson on Elementary, Worldly Wisdom (1994)
“Buffett Partnership, for example, owned American Express and Disney when they got pounded down.”
positiveLecture1994-04-14conf:high
USC Lecture: A Lesson on Elementary, Worldly Wisdom (1994)
“Disney had basic momentums in place which are very powerful and that Eisner and Wells were very unusual managers”
positiveLecture1994-04-14conf:high
USC Lecture: A Lesson on Elementary, Worldly Wisdom (1994)
“That existed in Disney. It's such a unique experience to take your grandchild to Disneyland... Disney found that it could raise those prices a lot”