What's your opportunity cost of not listening to this John Malone interview? What exactly is your second best opportunity? Be specific. cnbc.com/video/2018/11/…
Greg Maffei in a paired interview today talks about the value of unscripted content: cnbc.com/video/2019/11/… Greg's comment is meta since the interviews of him and Malone are unscripted content. CNBC fails to fully capitalize on the opportunity by not providing a transcript.
Transcript is here though:
MALONE: "who is going to be around and strong five years from now? Disney and Netflix. Disney because they have terrific content and tons of it and a great brand globally [but] their challenge is to get people’s credit cards. valuewalk.com/2019/11/libert…
MALONE: "who is going to be around and strong five years from now? Disney and Netflix. Disney because they have terrific content and tons of it and a great brand globally [but] their challenge is to get people’s credit cards. valuewalk.com/2019/11/libert…
MALONE: A "distribution strategy of essentially anybody who buys anything from Apple gets a free trial for a year. Apple already has their credit card. You start with 460 million consumer relationships. And you give them something for free. And they get to use it for a year."
MALONE: "Discovery's generating ~$3B a year in leveraged-free after-tax cash. When I looked at companies based upon market cap versus leveraged-free cash flow, they were the cheapest thing on the screen."
"LEVERAGED FREE CASH FLOW!" Not earnings. CREAM!
25iq.com/2014/11/02/a-d…
"LEVERAGED FREE CASH FLOW!" Not earnings. CREAM!
25iq.com/2014/11/02/a-d…
Malone: "Video margins for US cable distributors are thin and getting thinner as more re-trans pressure/sports pricing pressure. Margins improve as you lose video customers and you become less capital intensive. Cap ex goes down and leveraged free cash flow goes up."
WT Pricing
WT Pricing
