Ep 437. Outsider CEOs: John Malone and TCI
Focused Compounding
00:00
Strategic Decision-Making and Acquisition Framework
This chapter explores a prominent CEO's strategic mindset, focusing on opportunity cost, capital allocation, and long-term value creation. It delves into John Malone's acquisition framework, showcasing his value buying approach and the importance of simple rules and synergies in acquisitions. The discussion also touches on company culture, management style, and the industry dynamics faced by media companies.
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