Ep 437. Outsider CEOs: John Malone and TCI
Focused Compounding
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John Malone's Strategic Deal-Making and Financial Disciplines
The chapter delves into John Malone's disciplined and strategic approach to deal-making, highlighting key instances where he prioritized pricing and walked away from deals. It discusses Malone's focus on taxes, leadership at TCI, use of debt and cash flow strategies, and compares AT&T's capital allocation strategies. Additionally, it touches on subscriber acquisition strategies, valuing cash flow over EPS, and the importance of lean corporate structures to avoid bureaucracy.
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