He took a large position in TXU texas utilities in 2002. The stock has quadrupled since then.
Buffet has the ability to create financial euphoria in your average investor.
If they started a company that sold dog poop in a bag, and Buffet was the CEO, the stock in the company would go up just because he was CEO.
Also I think the article is right that Eisner made alot of recent gains with disney, but that was after a huge drop in its price. I bought disney stock in the late 90's and it still hasnt gone up to the price i bought it at.
And when TXU's billing mess becomes widely known, that will reverse somewhat.