Money and Finance
Mavericks Lecture 2012: John Malone
This is from last year, but the previous posted reminded me of it, and it doesn't appear I had posted it before.
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Related book:
Cable Cowboy: John Malone and the Rise of the Modern Cable Business
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Links
How America Lost Track of Ben Franklin’s Definition of Success [H/T @AlexRubalcava] (LINK) [Related book: The Autobiography of Benjamin Franklin] According to Franklin, what mattered in business was humility, restraint, and discipline....
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Links
Steven Rattner: The Year in Charts (LINK) Value Investing Podcast 56: Kevin Byun on John Malone’s Financial Brilliance (LINK) Mutual Fund Observer, January 2015 (LINK) How did CAPE do in 2014? (LINK) The Great Books movement (LINK) Related link: The...
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Links
Profit Margins Don’t Matter: Ignore Them, and Focus on ROEs Instead (LINK) Michael Lewis reviews Tim Geithner’s book Stress Test (LINK)Related book: Stress Test: Reflections on Financial CrisesLessons From Cable Cowboy John Malone (LINK)Related book:...
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Cutting Bills
Our current cable bill was $156.22. My fiancee and I have been talking about getting rid of cable and adding Netflix to allow us to stream movies since we both enjoy watching movies together whenever I get a chance to be home. As of this past Monday we...
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The Limits Of The Outsider Approach To Investing
Often great books, even business books, do not directly translate into actionable investing concepts. "The Outsiders" by William Thorndike is one of the best business books I have read. It details the exploits of John Malone, Henry Singleton, Buffett...
Money and Finance