Legend, John Malone 🐐💎, in an hour-long video pod w/ Aryeh Bourkoff (TMT i-banker extraordinaire).
Take a trip through JM’s professional history (including when he & Buffett couldn’t understand how this kid Bill Gates’ little business had a moat).😱
1/
Take a trip through JM’s professional history (including when he & Buffett couldn’t understand how this kid Bill Gates’ little business had a moat).😱
1/
He and Buffett passed on investing in $MSFT’s IPO.
The second 30min talks about our modern times, and the business and technology environment.
He is a man who L❤️VES what he does.
He’s curious, smart, hungry, engaging. He knows his areas of competence.
Some lessons:
👇👇
The second 30min talks about our modern times, and the business and technology environment.
He is a man who L❤️VES what he does.
He’s curious, smart, hungry, engaging. He knows his areas of competence.
Some lessons:
👇👇
- The value of surrounding yourself w/ quality people
- Trusting quality people to be great
- Form hypothesis first, then look at the data. Accept that feedback and hone your intuition
- Even if you’re right about the direction of the future, you’ll be wrong about the details
- Trusting quality people to be great
- Form hypothesis first, then look at the data. Accept that feedback and hone your intuition
- Even if you’re right about the direction of the future, you’ll be wrong about the details
- Doesn’t believe he’s a good passive investor in stocks. Always ends up wanting covered calls
- Blew out of his Kleiner Perkins VC IPO distributions early (eg $FB)
- SPAC craze likely result of desperate hunt for return in a ZIRP world
- SPACs: like everything - bet on mngmnt
- Blew out of his Kleiner Perkins VC IPO distributions early (eg $FB)
- SPAC craze likely result of desperate hunt for return in a ZIRP world
- SPACs: like everything - bet on mngmnt
• • •
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