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.