At Tier 1 Investments, I seek out and invest in elite businesses. These include companies with the most valuable brands, best management, superior products and services, and strongest competitive advantages.
Disney (NYSE: DIS) is, as the saying goes, much more than the sum of its parts. And when those parts include incredible brands like Pixar, Marvel, ESPN, and now LucasFilms, any competition will pale in comparison. But that's not the only trick up Mickey's sleeve.