18 Burst results for "John Malone"

"john malone" Discussed on KindredCast: Insights From Dealmakers & Thought Leaders

KindredCast: Insights From Dealmakers & Thought Leaders

01:59 min | 2 months ago

"john malone" Discussed on KindredCast: Insights From Dealmakers & Thought Leaders

"Hi everyone it's vivere room. I and this is kindred cast unfiltered conversations with the business and cultural leaders who shaped the world. We live in. Kindred cast is a production of kindred media powered by the global investment and merchant bank. Kindred media is a diversified media advisory and investment company that works alongside content creators in the audio and digital communities for more insightful content including our podcast newsletters and events and to get in touch with us search for kindred media wherever you're listening today on the occasion of kindred casts one hundred episodes. We're very pleased to present a conversation that we have wanted to have for a long time. Dr john malone the legendary businessman philanthropist and conservationist who serves as the chairman of liberty media liberty broadband and liberty global sits down with lion tree founder and ceo aria borakove for a comprehensive discussion. The cable cowboy reflects back on an incredible career that shape the content and cable industries on a global scale dr malone also shares his thoughts on happiness in the midst of a pandemic the state of play in the media and the froth markets that we're seeing and as one of the world's most astute dealmakers his greatest hits and some very interesting visits throughout his career. Vert wilbert dr malone.

"john malone" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

03:04 min | 1 year ago

"john malone" Discussed on Bloomberg Radio New York

"Of Comcast John Malone of liberty media dexter Goei the multi use Michael comes of sprint that Ariza work off of like entry also pastor of **** communications and Jeffrey story of CenturyLink they're doing an incredible job if you look at other continents okay Europe they went a different route than we did and much different route we were talking about that just a little while ago then they having tremendous problems other countries are having problems other continents are having problems but with business at a level that nobody seen it before on the internet it's holding up incredibly well and they expect that to continue no matter what happened and no matter how much more gains which of it can gain more than it already is I don't know because it's setting records let me also update you on the distribution of urgency related resources and supplies and we have a lot of numbers on the left Mike pence speak to that in a little while but we're giving massive amounts of medical equipment and supplies to the fifty states we also are holding back quite a bit we have almost ten thousand ventilators that we have ready to go we have to hold them back because the search is coming and it's coming pretty strong and we want to be able to immediately move it into place without going and taking it so we're ready to go and we've also distributed I just spoke with the governor of Michigan had a great conversation and we sent a large number of ventilators to Michigan we're sending them to Louisiana receta Daschle ventilators to New York additional ventilators to New Jersey and I will say in New York FEMA is supplying two hundred and fifty ambulances and five hundred EMTs to help respond to the increasing caseload that's a lot of ambulances in California the army corps of engineers is developing eight facilities to expand hospital capacity up to fifty thousand beds fifty thousand and had a great conversation last night with Gavin Newsom he's doing is doing a really good job we we're in constant communications the U. S. and S. mercy hospital ship is now operational it's in Los Angeles and receiving patients and in New York as you know the comfort everybody watch that it's in place and will be very short while receiving large numbers of patients over a thousand rooms and twelve operating rooms fame is.

John Malone Michael Ariza CenturyLink Europe Michigan New York New Jersey FEMA California Gavin Newsom Los Angeles Jeffrey Mike pence Louisiana S. mercy hospital
Talking Liberty With President & CEO Greg Maffei

KindredCast: Insights From Dealmakers & Thought Leaders

08:55 min | 1 year ago

Talking Liberty With President & CEO Greg Maffei

"Greg thank you for being here today and I've been wanted us for a long time. So thank you for being on kindred cast and you seem like you were getting a little bit tired and exhausted just hearing all these titles and responsibilities but imbedded within all of us is superior shareholder returns along the way across the portfolio definitely. You're proud of I think. That's why stills getting to sit in the chair by reference that we met during your three sixty networks days a long time ago when I used to cover the bonds and ran that company which was in fiber company generally speaking like the old days but even with Microsoft. I remember when you made the investment in comcast in one thousand nine hundred seven which was a billion dollar investment in the cable business. You were sort of the first to bring the technology industry together with the media industry and the cable industry in that respect a very long time ago. When I was at Microsoft we were very interested. In what the cable industry was doing to build out high speed data build out the high speed Internet Bill Gates and I spent a bunch of time with a lot of people in the cable. Business including Brian Roberts comcast including John Malone thrilling. When I first met him back in ninety three we tried to sell them set top boxes. We tried to drive a lot of things. We were very instant what they were doing with at home. Which was the primary vehicle. Another one road runner which are the primary consortium vehicles to build up that high speed data and eventually Ryan Roberts is the one I said. Look if you want to help us. You should put money and all the cable companies but the only one who really stepped up and wanted our money. Initially we did a bunch more Brian. So then we ended up buying seven percent of comcast and I was on observer on the board so that was my first exposure to cable. Yeah it was a real catalyst. I remember for evaluation starting to rise again people's concerns being alleviated about what the future of cable could be seen as perpetual petrol theme right when you have these traditional media businesses that are always count out in the age of Technology and innovation disruption. And all of a sudden you have real endorsement and it sustains itself and brought Bannon's everything else obviously there are examples that went the other way like newspapers and other things you know. We were lucky twice or I've been lucky twice to catch the right cycle. We did very well in that comcast investment road at up on the growth of high speed data. And then really again when we did charter in two thousand thirteen sort of caught if not a bottom of near bottom on the industry's accelerated since yeah. Is that the way that you think about? Investing and think about buying companies is that you're somewhat countercyclical because obviously given your perch and your history in the industry you could have expertise in any number of areas. So how do you prioritize it? What do you think about? What drives your successes your approach? I wish we were that systematic or organized. Yeah you definitely have to have a thesis and oftentimes. It's gotTa be tacking against conventional wisdom because conventional wisdom gets valued to the Max. And if you're following along that's a really hard place to be. It may work for a while and it kind of momentum play but it's hard to sustain so finding things are out of favor is certainly a good place to start and doesn't mean it'll nestle get back into favor but it's a good place to look. I can also speak to. The other side doesn't matter how clever you were in emerging telecom in the early two thousands when I was running sixty when the capital goes away and when the trend blows up on you you're GONNA have a lot of problems all the emerging telecom companies. But when you think about the career and it is a unique path right. And obviously we'll get to the liberty part of your career now but when you think back at your evolution as an executive and as an investor what do you point to to be sort of like those key moments where you've got to be really good at your craft and obviously it's a humbling experience every single day. But how do you think back at your path and wise unique and differentiated versus others again? I'm not sure there's a systematic thing. I've tried to keep my doors open but I know I've also gone just incredibly lucky to be at Microsoft of the right time and place to move. When I was really from Dillon Reed over to CITICORP venture capital eventually get out to Seattle to get an John Malone and for him decide. I was the right person to come here where there was a lot of things that were available to fix. Initially we got some early wins and to have the perch so Microsoft needed my skill set at the time. They really didn't have it. Liberty could use my skill set but I could have end up someplace where a lot of smart people could have filled that role or I could have been someplace where your skill set wasn't necessarily so highly valued so there's a lot of selling yourself short by saying it's all lack. I look back at my business school class. A lot of smart men and women smarter than I am or accomplished who didn't necessarily ended up. Lisa metrics having same mobile success some degree. That's the luck of. Where do they end up? Where did I end up? What was needed at the time when we ended up at that spot right? Well let's talk about how you got the liberty then so Dr John Malone needed a CEO of liberty media. How did that come about? And what came to be where it was attractive to you? I'd known John. Since ninety three and he actually been on the board of three sixty networks investor and three six networks. I've lost all his money there. But he's still talk to me. He said I was good at generating tax losses in early two thousand five or mid two thousand five. I got a call from mutual friend of ours. Who said John Malone wants you to come liberty? Do you want to talk to and you. At Oracle the time Oracle. I only been three. I said sure like to talk to John. I mean I'd known him for twelve years. That Point Pete served on a board company Iran so I knew reasonably well. We'd actually talked about various ways we might work together so John Calls Me and says who could run liberty and I thought he was going to call about me. I said nothing comes right to mind. I think about some names so I called the mutual friend back and said well. He got me but he didn't want my name. He was asking for other names so and the friend said he wants to. He wants. He's just playing with you. Then he called back and said you know maybe you'll be the guy that's pretty funny. Well played so will happen so I joined in November of two thousand five as I there was. I think a bunch of relatively low hanging fruit of things to fix clean up and you know in any job. It's always get some early wins because it gives you credibility to make bigger bets. Yeah did you have a an understanding with John when he became? Ceo of how you both would divide the responsibilities already just all in it together. You were giving us a lot more credit than I think. The only thing I remember John Offer. Let me send something like the future is what you make it or something like that. It was a pretty open canvas and if you look nobody would have predicted enormous change when I joined in five today. What liberty looks like and nobody would predicted where we would go right now in the John. Ri- nobody but was there a mandate was there a vision or an objective or again with more of a two smart people getting together and try and make the right investments. Look I think John Appreciate? I'd come out of the technology side and had some familiarity with that in. Oh five if you WANNA look like a relatively. Technically strong person. Coming out of Microsoft helped compared to being traditional media players. I certainly wouldn't put myself up as a technology expert on a relative basis. That was helped. Yeah we'll plus you understood. I feel like capital structure and CFO like dynamics which would help with tax and shareholder value. And not just strategic deal making. When I was at Microsoft we did all these Put ones we were buying our stock back and we were selling against it and it was sort of a we knew we had big tailwind that we made up a bunch of money on this porn. And it's because it's in your own stock it's tax free. John loved that it was fascinated with that so Chinese doughy say the put warrant guy or something like that he was always happy because that's John Malone kind of play. Yeah well how do we think about liberty media because from the outside looking in just taking a eagle in the sky perspective for a second is unclear whether liberty media is a public private equity firm? That just happens to invest in media assets or Obscene Media Operating Company or to leveraged bet on the industry what is Liberty Media and hatchery benchmark or is it just a unique animal altogether book. I think you could say it's all three of those things in various times. It's malted when I first got here. We really owned very few assets in total on. Qvc was the only one we have any scale. We had a bunch of minority positions. And we've actually swapped for control or more influential positions. Barwane more positions over time. We'd like to think we try to do it. In this parts of the industry with our history as a company with John's vision John's expertise and contacts. We've had some insights into perhaps where we thought things would do. Better and where we thought we'd get worse and been able to trade our way out of those hopefully not inefficient or trade. Are we in to the good ones? And so that's been somewhat of a bet on the best parts of media. We'd like to think from where we could actually make progress. You'd love to be some of these places but you can't get in any smart way so it's not like it's an obvious bad to buy the stock but we've tried to promote the thing to a more operating assets being happy also being places where we have a influential position but on the right side of where the trends are

John Malone John Microsoft Comcast Brian Roberts Bill Gates Liberty Media CEO Ryan Roberts Greg John Offer QVC Obscene Media Operating Compan Bannon Seattle MAX Executive RI
"john malone" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

05:28 min | 2 years ago

"john malone" Discussed on Bloomberg Radio New York

"That's a Bloomberg business flash. Tom and Pimm. Thank you very much. Karen Moskow shares of Pandora media higher right now by a little bit more than eight percent in pre-market trading here to tell us about the combination of Pandora media with Sirius XM. And of course, just a reminder that Bloomberg provides content to Sirius XM channel one nineteen. And of course, we welcome all of our listeners on Sirius XM as well. As all those listening on our podcast, Paul Sweeney. Our director of North American research for Bloomberg intelligence in our expert on all things related to the internet joins us here in the Bloomberg interactive brokers studios, Paul Sweeney. Does this deal makes sense three and a half billion dollars stock deal XM serious Pandora media? Yeah. I think it does. It's a relatively small deal for siriusxm. They have a market cap of thirty one billion. So this is a small deal for them at three and a half billion. It's all stocks. So they're not going to stretch the balance sheet at all, and I think it's just kind of dipping their toe. If you will into the streaming side of the music business, as you know, Sirius XM is the largest in car, satellite radio operator. And I think they are thinking about the the their business has really the audio business. Broadly, defined not just as the satellite radio. But maybe even the streaming side of the business. They've also been rumored to be looking at the debt of iheart media, which is the bankrupt radio operator, the largest radio operator in the US. So it seems to be that Sirius XM and John Malone at Liberty Media. You know, have an interest a broader interest in the audio business is it because they see apple an apple car play as well as Android moving into the automobile. And you that if anything is a captive audience, it is and Pandora's been the stock has really been under pressure over the last few years because of some of the competitive threats by apple Spotify and some others. And I think this is Sirius XM saying, listen, this is a small deal for us. It's relatively cheap given how the stocks been knocked down. And again it gives them a foothold. To the streaming business, which they feel like it complements there, satellite radio business, and again, they're even considering the trash aradio businesses. Well, so a lot of people have kind of written off the audio business and focusing more on the I guess the sexier a video business, but Sirius XM clearly has an John Malone and liberty has I think greater interest in the auto business as well. Well, since we don't have self driving automobiles yet, you're not gonna be able to do video in your car. Let's talk about Comcast thirty eight point eight billion. Let's call it thirty nine billion for sky is that too expensive. I tell you it is a very big multiple. It's about fifteen times EBITDA, which is really rich in the media emanate space, and it just goes to show you kind of how much Comcast. And also, Disney really coveted sky. And I think what sky does for Comcast. And the reason they are willing to pay up. It gives them much needed international exposure before the deal. Comcast is really a domestic US company. And if they really want to be a leader in the global communications business and go head to head with the Netflix googles of the world going forward. They need to diversify their business. And that's what this does. Right. You sound like a theorist how much to the overpay. How many billions hundred millions? What was the gift? Here was interesting. You know, the stock was trading less than half aware, actually when we're we're actually got sold for just a little bit more than a year ago. So whoever was buying a single paying a premium and fifteen times Editha that releasing times. Yes. Where we came in. And that's really at the high end kind of what we've seen on the traditional media ebony scale. So really Comcast has two trash from growth here to to generate a return. Let's translate that folks for those of us. This sounds like Greek it is you'd bring in revenue you come down the income statement, you do some balance sheet manipulations, and that's like operating income. Dr whatever what's the normal ratio. We've seen deals. Twelve thirteen times. Just some of the recent big ticket emanate deals AT and T Time Warner and some of the an even the deal for twenty first Century, Fox. So this fifteen times is definitely on the higher end. And, but you know, on on the flip side sky is growing faster than some of the domestic US media businesses. So again, I think what what Comcast is definitely banking on is their ability to grow the business a little bit fashioned drive cash low growth and also just as an aside. No, which all the creditors and fixed income investors in the in the audience. This is a very leveraged balance sheet at Comcast right now. Okay. Where where's the synergies? How do you? How do you do synergies between New York and London accounting? You don't you got to do it in London? There really are no synergies here per se. So just not gonna be on the cost side. It's going to be on the revenue side. And so, you know, are there can they drive the the Arp who the average revenue per user higher across Europe for their services can integrate some telecommunication services that sky has been trying to do to augment their traditional core media business, and it's but it's a competitive marketplace in Europe as well. But sky clearly has twenty three million subscribers those are valuable, okay, sweetie. Thank you so much greatly..

Comcast US Bloomberg Paul Sweeney John Malone Bloomberg interactive brokers Pandora Karen Moskow Liberty Media siriusxm Europe director Tom Disney
"john malone" Discussed on The Herd with Colin Cowherd

The Herd with Colin Cowherd

04:04 min | 3 years ago

"john malone" Discussed on The Herd with Colin Cowherd

"M night shalman right john malone i didn't know that bruce willis was dead until until everybody knew bris bruce willis is debt now there are other people in the theater and i know there's some you drive around sitting there going like i knew the whole time the whole time and most of you are lying my wife did so first time we watched i remember in the movie theater watched it and she's like i think he's dead like what are you talking about that make sense alltime backfires right i'll give you dead he's right there sunscreen you know fallen the denzel washed movie that one is creepy but that one has a plot twist what's the one with edward norton where he's accused of being a serial killer and i think it's like the quart psychologist is down there and you're like no way no way and then the very end of the movie you're like oh he's he's a sociopath is psychopath primal fear i believes the move there's nothing better than the plot twist at the in usual suspects right oh oh jose oh oh oh did not see that one coming wait he's balking normal he was gimpy a minute ago what happened to kevin spacey anyway the point is that's kind of been lebron james's career now ending his career in la with the lakers playing for a magic johnson led team that's his cliche is the end of mighty ducks that's you know what that is that's like double o seven how many different sevens have there been seven seven seven seven james bond's and no matter who it is oh my personal favorite is showing coronary read that's people always say i mean daniel daniel craig probably the best one right he actually looks because he's all shredded up and i'm not sure if he's doing that fasting diet or every he's doing because he's all shredded up he actually looks like he could be like he could pull off some of those stunts notice respect to connery connery looks like he could have pulled all the ladies right like that one i get but daniel craig actually looks like he could do some of the stunts that they have but the fact is that double seven never dies hail of gunfire somehow he always makes the always pulls it's like rocky always pulls it out in the end and we always it's always should doubleo seven with a beautiful woman fade to black in a scene which clearly goes nc seventeen as soon as the credits start rolling right that's every double o seven movie ever created and we sign up knowing it san of knowing it but that's not what lebrons pin the brunt hasn't been double o seven lebron has been pot twist after the bronze has been a little bit of like pulp fiction right where you're putting together kind of all these stories kind of all going to get like oh oh who's choppers so i'm not saying that the cliche ending is bad right but it's a lot less interesting and here's a really interesting fella lebron james could hear want interesting he may well go down as.

john malone bruce willis
"john malone" Discussed on WDRC

WDRC

01:42 min | 3 years ago

"john malone" Discussed on WDRC

"Know because that kind of pair almost in a way paralleled us because i i'll yet i'm yeah i'll wiring ramp up the uh whatever power was on my power tool or whatever you know trying to and then always mess up a home improvement project uh but anyway it was and it was a funny show of course but we we really didn't have that um in our house will we didn't really spend a lot of time it a when i was a kid it was it was that thing you know primetime tv he came home maguire dad came home and you know everybody had their homework done in the whole thing and you'd sedan chacon usually for us kids it was one show with the most but you know now there's so many things to watch hollywood's really going to have to compete one of the interesting things are watched recently was an interview with uh uh john malone from liberty media and he was talking about how netflixing has gone straight to the producers and the and the actors to make deals with them and netflixing gets to keep the rights to the content but they get distribution because they have a huge huge platform not just in the states but globally and there's so many things that are changing the way we watch television or or movies or any of it for for me i know with my television watching uh i've seen all the movies that i've i mean there may be one that that sticks out there i didn't know that one exist what a great movie that is an but really from the time that blockbuster existence hereford's or you know or or really came into the forefront so if we go back thirty years ago in.

hollywood john malone hereford maguire thirty years
"john malone" Discussed on KARN 102.9

KARN 102.9

02:07 min | 3 years ago

"john malone" Discussed on KARN 102.9

"Making millions of it off your movies you condemned guns with armed bodyguards at your side you're the problem not us yeah i mean that that was my whole attitude and i think more and more people had looked at that you know it's not that i'm going to quit watching movies i've always been selective of what i watch you're talking about the other day your two year oscar update the twoyear move a move your twoyear late movie review remove you're you're right oh i mean i i'll over a always in a like watching movies but i got to tell you more and more turning the tv off when my wife and i first got together she didn't on the television she was in television i was in radio i didn't want to listen to the radio she didn't tv and so in our kids were you know when they were toddlers we didn't we didn't watch a lot of it i think one of the first shows we started watching on a regular basis was on uh home improvement bad with tim allen and then you know because that kind of pair almost in a way paralleled us because i thought i yeah oh yeah i'll i'll wiring ramp up the uh whatever power was on my power tool or whatever you know trying to and then always mess up a home improvement project uh but anyway it was and it was a funny show of course but we we really didn't have that um in our house of we didn't really spend a lot of time you know when i was a kid it was it was that thing you know primetime tv you came home mature dad came home and you know everybody had their homework done and the whole thing and you'd sit taken usually for us kids it was one show with the most but you know now there's so many things to watch hollywood's really going to have to compete one of the interesting things i watched recently was an interview with uh uh john malone from liberty media and he was talking about how net flakes is gone straight to the producers and the and the actors to make deals with them and netflixing gets to keep the rights to.

oscar tim allen hollywood john malone twoyear two year
"john malone" Discussed on WNYC 93.9 FM

WNYC 93.9 FM

02:59 min | 3 years ago

"john malone" Discussed on WNYC 93.9 FM

"End by his a boys some days did done on line five van and had a adjusted is asking for more guzman heart belongs to daddy yes he has i serb league be he is due to eddie atta dead so do the though i oh yeah basically sore marla bela day because my daddy hey trees sme so well in new y tearing pa a game of golf i may make a play for the day but a vibe don't follow through guzman heart belongs to dead in if i end by these boys some his two done on my fine and and the odd jobs to judge is asking for more but mile john malone stood daddy he asked and i couldn't be here's ma two dead e data dead so the the lad ma huang sued eddie and my daddy he treats me ooh saturday night of the loneliest neither that's the night that my sweetie end to dance g g i don't mind sunday night 'cause that's the night friends comes a call on monday and another week is but saturday and i as the loan last night on though is saying song that.

huang guzman eddie atta john malone
"john malone" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

01:59 min | 3 years ago

"john malone" Discussed on Bloomberg Radio New York

"Of western cowboy type free spirits very aggressive very entrepreneurial uh are have built billion dollar empires john malone has gone global with his business trolley are going to stay pretty much tied to the dish any echostar companies all tied to the satellite business he has made a he being trolley organise made a huge pivot though in the last five or six years by acquiring a tremendous amounts of wireless spectrum and he did that because he recognised that his core dish paytv business was a declining business and he saw cordcutting coming probably before a lot of other people and he wanted to pivot his business to take advantage of what he thought was the next new thing in telecommunications that is wireless spectrum well that's what he's stepping down to focus on apparently he's leaving dish network in order to focus on a lot of his wireless initiative end this is actually the second time he's done it over the last five years of he had another ceo can assume this role as well to manage the dish business which is still a a business wall to in a secular decline in terms of subscribers in revenue is still a big cash flow business to be managed so but with charlize clearly recognising is the value of his company of which all of his personal wealth is tied up israeli tied to the value of the spectrum and uh and it's a real question about how he will that monetize this spectrum because you know there aren't too many players out there that are looking for spectrum these days well he's got the money for it right i mean he can garden by even more i mean i think the last time he bought watterberg it was part of that big bid her airwaves after the t mobile sale right so he's been an aggressive buyer he's he's a master tremendously saeb billion i think well spent about six billion dollars on wireless suspect or yeah and he's now amassed a tremendously valuable cachet of spectrum the questions you know he has the monetize of which means the other has to build a wireless network and i don't think the country needs a fifth wireless provider it struggling enough with four providers or perhaps he sells or lease this his.

wireless spectrum cordcutting dish network ceo wireless network john malone echostar cash flow six billion dollars billion dollar five years six years
"john malone" Discussed on Boston Herald Radio

Boston Herald Radio

02:09 min | 3 years ago

"john malone" Discussed on Boston Herald Radio

"Right now that i have i have been a accurate with ninety two percent alive hold on i several late y'all to go first nbc tonight at eight twenty five all that's bad bad is matt lauer is former station yeah let it near the cowboys cheerleaders iit's now the all you're going to have on television as women they're all going to be gone always anyway uh nbc washington is a pair of world against the dallas cowboys the playing in analyst john malone geez i tell you what dallas's in rough shape i'm gonna go with the washington football redskins and christian yet dallas seem to get anything together right now i know that washington lost their governing back thompson as well give me the redskins redskins kirk cousins comes up pick tonight why don't we carol well i'll tell you the reason why for aside the watch lauda f troop solely cowboys and redskins i'm gonna go with the car go garrelts scheduled us more oh lord allied politically correct as anyone else now look i just like the one last week as i walked into a room in the sowing arizona dinner i don't know how to respond to that god matt ryan put up twenty seven on him with no sean way carson went put up thirty seven on i'm no sean li phillip bricolate up 28 trolley had fifty no sean li cousin get down i guess but no shaun ley washington that means you leaning towards the over as well yeah like the over but i'm afraid dallas offensively don't know what we're getting get but it but i do toward the over but redskins of covered nine of the last 10 trip two big d washington's mind one of that's a pro all right mojo the russ you can go home all right now we will all right the walk on fox atlanta is.

matt lauer shaun ley washington sean li arizona kirk cousins christian football john malone dallas cowboys cowboys washington nbc atlanta dallas carson matt ryan thompson redskins analyst ninety two percent
"john malone" Discussed on Invest Like the Best

Invest Like the Best

02:02 min | 3 years ago

"john malone" Discussed on Invest Like the Best

"Dominant business you'll ever come across in terms of lack of competition because they essentially have a regulated monopoly in there and seventy percent plus margins they generate tons of free cash flow and unfortunately the heavily simpson who is traces back to berkshire on the board and they just cannibalize their own shares so that's one where he say now we've got the benefits of the capitol i business imf sort of remove that variable of what would if they buy something crazy that's really your your dream scenario i would say couple couple phone closing questions since late on friday the first in you're not allowed to use anyone from berkshire on this list is your mount rushmore of capital allocators certainly some people from berkshire would be on there i was just at the liberty media investor day yesterday john malone would certainly beyond the mount rushmore of capital allocators he just seen him in person he's he's a savar i mean he's playing chess and were were playing checkers just incurred when he's done it as an investor and as a business operate so i have a lot of respect for that i would say if you want to get more into the traditional fund manager side of the world i'm a big fan of south carmen ambala post i that's really how i learned the business one of the partners in our fund when i was in my first week gave me the book margin of safety i remember reading the first chapter late one night and it was literally the light bulb went off and i became obsessed with value investing from that point in a that wherever sense and then i'd say sort of if you're looking for a under the radar investor there's guy nick sleep nomad capital in london they're actually not open as an investment fund anymore they shut down recent a couple of years ago they've had an incredible track record of compounding in its it's really the style that sort of matches up with the way i like to do things concentrated great businesses they had big positions in amazon and cosco and a couple of others so that's the kind of stuff that i i get excited about is when you come across shareholder letters where it's not just we have.

cash flow simpson berkshire john malone fund manager ambala nick london shut down cosco seventy percent
"john malone" Discussed on WRFR-LP Rockland

WRFR-LP Rockland

02:36 min | 3 years ago

"john malone" Discussed on WRFR-LP Rockland

"Uh huh natal uh huh we need name follow me on under narration oh the nick viall the good nick mm mm hmm nothing from your own own almost all alone how all along our own name powell bob our on hour on all nearly john malone kgb gene from our own on oh on on on own ellen gene gene the yes gene the the the.

powell john malone
"john malone" Discussed on Do By Friday

Do By Friday

01:50 min | 3 years ago

"john malone" Discussed on Do By Friday

"Oh my god this is so cool however i did invoke the three exclamation point three paragraph rule because they do not sound like an overly worthy email just had a lot of information so i wanted to convey that i was excited and cared about their email i would also like to thank our listener merlin for purchasing a wire their helicopters over my house dot com all right but i would i don't put it doesn't work for me it goes to goes to the back on her bullshit episode which is probably our best episode eat excel nn i tell you all lesbian moment i i don't i don't even know i i already the minute i told you what i thought was a perfect alam i already regretted it i already thought there is already to silkworm albums i like better let alone this is not a perfect album i should not be allowed to picnics that's what i think i i don't think i should be allowed to decide what's good i think people would enjoy are very second episode a reasonable monster when which we talk about oh no nevermind i thought we talking about just steve jobs movie but we talked about john malone interview and max just happened another key era here's the situation guys i now you guys both got your iphones no i mean i will have it on friday and he has an iphone but i'm saying you got your preorder wilson muted youths do but yes right and merlin you're a you're waiting to see un awaiting cerus it back and and wait yeah okay here's situation i went to sleep and did not wake up to do preorder an ice i got up first thing in the morning my my my head comes off the pill i was like oh i forgot i did not order map unless i so i am media only went on the at where i had i had already like you how you can go on the asked our app an air the apple syrup and you can like prime the pump you can have the order like ready to go and i immediately woke up and i would just.

iphones john malone wilson apple
"john malone" Discussed on Boston Herald Radio

Boston Herald Radio

02:34 min | 3 years ago

"john malone" Discussed on Boston Herald Radio

"Coping with joe heroes boston herald radio with with our master chef john malone i'm excited about the fact that we have steve nelson on today steve specialized in french food and he does she has some of his recipes were those steve welcome to the show i belong here pagoda with you and uh i've always very good cook up i'm good stuff look very good souffle up we have a wonderful woman in the studio her name is katie what is your last name cutting they'd again please defying they that again botching but he's still eotc iit eighty budding now i was so killer listening haiti's voice and i i think public radio what do you think i can concur with that and steve nelson i hear him in a thick football a big patria here radio show here thanks for coming on the show good to talk to joe we're going into that wait a minute what about is a good to talk to me at all all we could park up that glow steve nelson gave me my greatest gambling chip this year joe would you like to hear lee's jesse we'd but shelly banjo is not real money minnesota overrating the half and then with arron rogers being heard we're looking great what are they foreign to now steven but board to and they got our baltimore at home week are going to have good pope win whoever quarterbackrunning back everything is working for them off of of the atlanta falcons everything all their car minutes so good ride now get kitty bridgewater coming back together get back in a move the backup boop playing great they got an incredible deeper now they'd knocked rodrigue out can be than last week we're gonna do we can look good you know phare programme leading it and you look at atlanta they still have not gotten older losing the agreed and a game techrepublic month ago we can thing i wish them sugars are you going to the game sunday i am and did you lose shows numbered as use my number i i watched it yeah i did i okay heard that quick pick next week with but back in the day the term moute joe used to be your usual we've got received as much as razor violence is.

baltimore pope jesse haiti katie boston atlanta rodrigue atlanta falcons john malone arron rogers minnesota shelly banjo lee joe football steve nelson
"john malone" Discussed on PRI's The World

PRI's The World

01:33 min | 4 years ago

"john malone" Discussed on PRI's The World

"When the murderer whose shed knows lover in the story is trapped in an elevator after having killed her husband and there were going to run away together and so she doesn't know what had happened to him in sh we see her for the longest part of the movie wandering around the streets of the city wondering where her lover is in i mean it's it's just her face sort of desperate face in we here in the background the music by miles davis improvised the soundtrack for that film overnight in john malone was present when me did that and it this was the beginning of the fringe new wave in cinema and miles it has created some of those most iconic jazz music ever so it's something that if you study movies and cinema at all you have to see this one there is as musical theme and genres life for mother was the death of her father was a hotel owner the stories that when she told them she wanted to be an actress he slapped her but she actually credits his resistance to were success here's joan miro again in an interview from ninety ninety three with terry gross all armed my life i on this try to prove to him that i was right you know it's funny it gave me as such and in pause in fact it helped me adel where do you see that fire that defiance in in her work.

john malone joan miro davis
"john malone" Discussed on Deal of the Week

Deal of the Week

02:03 min | 4 years ago

"john malone" Discussed on Deal of the Week

"It will they be able to find a way to get sort of a uh the viable a negotiated control uh between the families of this company where the script simply says okay will own expert senator this new company and the red cells family says okay in a week can we we want this monta control but we want this percent of the voting shares controlled that's always the difficulty with these family two family type deals are there there is an added layer of complexity because they have dual class share structures on the discovery side jerry we have heard john malone who can true controls of the voting shares in all or at least owns a quite a what a large percentage of voting shares for discovery we have heard him talk about rolling up these so called free radicals for while we saw him bring lionsgate gained stars together we haven't really see in another example that this would be that perhaps that gives discovery a bit of an edge here in that malone has already stated he really wants to do this yeah i mean that's one of the favorite parlor games in the media world is what is john malone up to an housing moving the chess pieces around his his empire samih he's a big backer and discovery he's talked about how these sort of smaller midsize media companies he calls them free radicals how they need to combine um you know if you look outside the us his liberty empire has combined distribution and content than so he's a believer in that and start you start to think about discovery potentially he also has a big stake and charter communications you know he has interest in both distributors and programmers and you start to think about maybe how he might try to put all that together we know but certainly a women we've seen with lionsgate and stars and now with discovery potentially bind scripts i mean you can start to see him sort of moving the chess pieces around.

senator jerry john malone lionsgate media companies us lionsgate monta
"john malone" Discussed on New Jersey 101.5

New Jersey 101.5

01:39 min | 4 years ago

"john malone" Discussed on New Jersey 101.5

"The afternoon i means somebody's construction zones some of these worksite on the highway or go unmanned for for weeks on end and which just look at our 295 over by one if you live in mercer county you know what i'm talking about the the coins have been up the lisbon closed for weeks and weeks and weeks and you may be only see people working he'd be twenty percent of the time do you think that the other eighty percent of the time people should be getting ticketed just because they're going twelve over the speed limit i don't think so one eight hundred two eight three one point five jonathan in tom's river jonathan you're on the jersey one 15 john hey how you doing an eye joe all right what's going on which ones i i well with what the last caller was saying i guess they do understand you know it would maybe make it a little safer i'm still here he opposed to them i think they are you know an invasion on my privacy number one in every hammers up all the time people could no when we drive in one place or another unit of judge me just look at ez pass yeah ez pass the cameras that you know the eight for the nude and you know i'm not over the sign to monitor traffic i hate most about you i'm also friends with the guy who pretty much got the red light cameras out of the state in the first place john malone maybe a little biased against them here friends with a hero jonathan he i am i'm lucky to know want one of the few guys involved and get a ticket and really really fought it right right right on my other point is i guess are invited them opposed if it happens it happen if they if it does pat it shouldn't be quite or seven navy port one i another you know.

mercer county lisbon joe john malone eighty percent twenty percent
"john malone" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

01:49 min | 4 years ago

"john malone" Discussed on Bloomberg Radio New York

"Is leo hindri who is the ceo with john malone agency for all that for all those years will all kinds of clever things with their balance sheet to minimize the cost to capital in minimising cost of capital is very poor right and because gm needs to access capital to fund itself that's a basic function of a business and that's that's wait wait bringing that kind of expertise then would then we have built foreign dyke who wrote the outsiders which is like the bible on capitol hill occasion and minimising cost of capital and then my partner beneath zafy who is who is just a genius a capital acid pricing models so let me kick the tires are a little bit he has ever been done new york other companies successfully there is sort of restructured our many companies that have divided their equity interests whether it's mlk peace versus lps whether it's reads and prop ko's an op ko's there's all kinds of companies that have transformed their businesses to create essentially one streamers of income and another stream of capital appreciation and if you're the border use ceo and you have this happen presumably you could sell one of the shares and keep the other so you have divided ownership overtime have you would a conflict of interest on the part of the day the dividend holders receivers as opposed to the growth people as you make a decision cash gets a little shorter how do you make a decision that doesn't favor one set of sure holders over another first of all you start with the issue that the dividend is very stable gm pays little or two billion dollars in dividends and that's what would happen under this proposal there's twenty billion dollars of cash sitting on the balance sheet so it's eight years have dividends so in almost any scenario can think of the answer to the dividend is you just pay you just pay the dividend the second thing is is that boards of directors jobs the reason they're paid hundreds of thousands of dollars a year is to balance out competing interests of different stakeholders those could be suppliers they could be workers they could be managers they could be executives they could be customers they.

leo hindri ceo partner john malone gm capitol hill twenty billion dollars two billion dollars eight years