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Seeking investments without using the ridiculous style-box approach. If I can make a return in excess of what I judge the risk to be, I'll invest. Over time, using a Kelly formula, I tend to weight positions from 2-10%. A diversified portfolio is a career-saving move, not an investment... More
  • John Malone Of Liberty Speaks To MBA Class 3 comments
    Feb 25, 2014 3:12 PM | about stocks: LMCA, LBTYA, QVCA

    This lecture is fascinating as Malone recaps the deals he has done, won, and lost. Also competitors deals and why they made sense or were just plain dumb.

    In contrast to Buffett who is also a fantastic dealmaker he counsels many of the opposite principles: Fire mgt of the company you just bought, debt is your friend if it makes sense, etc.

    The video is over an hr but you can just listen to it in the background as you work.

    The summary:Published on Oct 4, 2012

    The Cable Center was honored to welcome Dr. John Malone, Chairman of Liberty Media Corporation and Liberty Global, Inc., as the final speaker of its 2012 Cable Mavericks spring lineup.

    Dr. Malone conducted a spirited question and answer session with graduate students enrolled in the University of Denver's Daniels School of Business Strategic Finance course on May 7.

    DU's Strategic Finance class focuses on the intersection of strategy and finance in corporation decisions, including mergers, corporate restructuring, leverage and dividend policy, and corporate turnarounds.

    Stocks: LMCA, LBTYA, QVCA
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Comments (3)
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  • steppppo
    , contributor
    Comments (220) | Send Message
    Nice one. I'm a fan of Mr. Malone. Long LMCA and SIRI.
    26 Feb, 09:44 AM Reply Like
  • m_c
    , contributor
    Comment (1) | Send Message
    Buffet is an investor/owner, Malone is a trader
    5 Mar, 06:08 PM Reply Like
  • arbtrader
    , contributor
    Comments (196) | Send Message
    Author’s reply » Is one morally superior to the other?


    I tend to think not and Malone has always done right by his shareholders from what I know of his operating history.


    Different approaches to operating businesses but both are superior capital allocators.
    5 Mar, 08:31 PM Reply Like
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