In a recent Bloomberg interview, John Malone reflected on the evolution of technology, stating, “I just think evolution of technology is unstoppable and accelerating.” This perspective underpins a career built on identifying and capitalizing on seismic shifts in media and distribution. His approach to risk, however, is what truly defines … Read More
John Malone: Serious Distress For Companies Ignoring Prudent Leverage
During his recent interview with Squawk on the Street, John Malone discusses the impact of interest rates on companies that have used debt leverage to boost up equity returns. He predicts potential distress in the industry for companies that did not leverage prudently. Here’s an excerpt from the interview: Malone: … Read More
John Malone: Sometimes You Just Need To Get Lucky In Investing
In his recent interview on CNBC, John Malone explained how bad luck meant he didn’t invest in some great growth stocks. Here’s an excerpt from the interview: MALONE: Some of these, yeah, some of these structural discounts are, are starting to go away which we knew they would with time, … Read More
John Malone: I’m Not A Stock Picker
In his recent interview on the KindredCast Podcast, John Malone discussed a number of topics including why he doesn’t consider himself a stock picker. Here’s an excerpt from the interview: Malone: So for me a covered call is the way I take risk in the equity market. Bourkoff: Exactly, you’re … Read More
John Malone: Finding The Greatest Opportunities In The “Ambiguous Middle”
In his 2014 Shareholder Letter, Liberty’s John Malone discussed a number of topics including finding opportunities in the ‘ambiguous middle’. Here’s an excerpt from the letter: Changes in technology and consumer behavior have always had a meaningful impact on our industry. This was true in the 1970’s when John was … Read More
How John Malone Changed Wall Street’s Focus With Unconventional Thinking
In William Thorndike’s book – The Outsiders – there’s a great chapter dedicated to the Cable Cowboy, John Malone. From the 1970s to the 1990s, Malone built up cable TV firm TCI as right hand man to founder Bob Magness, then became the CEO of TCI in 1973 at 29 … Read More
John Malone: 3 Reasons Why Today’s Tech Giants Will Continue To Dominate
In his recent interview on the Paley International Council Summit, John Malone discussed the reasons why today’s tech and media giants will continue to dominate. Here’s an excerpt from the interview: MIKE FRIES: Have you learned anything about yourself up there in Maine these last months or this whole nine … Read More
John Malone: Acquiring Companies – We Use The Roman Empire Approach: Kill The Leadership
One of the investor’s we follow very closely is Liberty’s John Malone. Over the years Malone has been involved in numerous mergers and acquisitions. In this interview with The Cable Center he was asked the reasons why most acquisitions and mergers fail, and how he overcomes these major problems. Here’s … Read More